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In-Person Sales Software
AI for In-Person Sales Meetings, Notes, and Coaching
Record every in-person sales conversation, capture notes and insights automatically, and turn field meetings into better coaching, cleaner CRM data, more follow-up activity, and higher win rates.
Trusted By Leading Revenue Teams Worldwide
AI In-Person Meeting Assistant Helps You
Record Field Sales Conversations Automatically
Start an in-person meeting with one click from the Revenue.io mobile 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.
Understand What Wins in the Field and Scale It
Analyze face-to-face sales conversations, spot the patterns behind successful deals, and turn real meetings into coaching and revenue insights.
AI Notes, Coaching, and Next Steps for Field Sales
Capture every in-person sales conversation with AI-generated notes, meeting summaries, coaching insights, and clear next steps so nothing important gets lost after the meeting.
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
How Revenue.io’s In-Person Meeting Capture Works
Start an In-Person Meeting in the Mobile App or Browser
Reps launch an in-person meeting with one click in the Revenue.io mobile app. The meeting opens through Google Meet or Microsoft Teams, allowing the Meeting Assistant to join and begin capturing the conversation.
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.
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.
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.