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In-Person Sales Software

Capture and Analyze Every In-Person Sales Meeting

Record every field sales conversation, capture insights automatically, and turn in-person meetings into better coaching, structured CRM data, more conversations, and higher win rates.

In-Person Meeting Capture Helps You

Record Field Sales Conversations Automatically

Start an in-person meeting with one click from the Moments™ app and capture the full conversation so important insights never get lost.

Turn Field Meetings Into Conversation Intelligence

Automatically generate transcripts and link meeting participants to Salesforce contacts and leads to keep CRM data complete and accurate.

Understand What Happens Outside the Office

Bring field conversations into conversation intelligence so leaders can analyze meeting outcomes, engagement patterns, and deal momentum.

Scale Winning Sales Behaviors in the Field

Analyze in-person conversations to identify what top performers do differently, then use those insights to coach and elevate the entire team.

Turn Field Conversations Into Repeatable Sales Insights

Analyze transcripts, understand how deals progress in face-to-face meetings, and scale winning talk tracks and discovery patterns across your revenue team.

Complete Visibility Into Field Sales Activity

In-person meetings are often the most important interactions in the sales cycle, but they rarely make it into the CRM. Revenue.io's mobile app records and structures these conversations so teams can track engagement across every stage of the pipeline.

One Platform for Every Sales Motion

Eliminate tool sprawl, cut unnecessary spend, and connect your team’s conversations, coaching, and workflows into one revenue system that drives results.

Scale Field Sales with Revenue

400%

more sales opportunities

HPE
10X

more monthly meetings

NFI
100%

Salesforce activity captured

Nutanix
400%

quota attainment improvement

Vagaro

How Revenue.io’s In-Person Meeting Capture Works

1

Start an In-Person Meeting in the Mobile App or Browser

Reps launch an in-person meeting with one click in the Moments™ app. The meeting opens through Google Meet or Microsoft Teams, allowing the Meeting Assistant to join and begin capturing the conversation.

2

Conversations Are Recorded and Transcribed

Once the Meeting Assistant joins, the meeting is recorded and transcribed in real time. Voice detection identifies different speakers and separates them into participants within the transcript.

3

Link Participants to Salesforce

After the meeting, reps connect participants to Salesforce Contacts or Leads directly in Moments™, ensuring field conversations are accurately tied to accounts and opportunities.

4

Insights Flow into Conversation Intelligence

The meeting transcript, participants, and conversation data are processed in Conversation AI, where teams can review discussions, analyze engagement, and capture insights from field sales interactions.

Ready to own your Revenue?

Book a demo

FAQs

Does Revenue.io offer a mobile app?
How do you track in-person sales meetings?
What is the best software for field sales management?
What tools do outside sales reps use to track meetings?
How can you log customer visits in Salesforce?
How do you track field sales activity?
What is meeting intelligence for sales teams?