AI Mobile Sales Companion, Built on Salesforce

Your AI sales assistant. Goes everywhere you do.

Record calls, capture in-person meetings, send texts, and let AI handle the notes, coaching, summaries, and CRM updates. All from your iPhone.

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Your AI Mobile Sales Companion

Everything your field team needs. Nothing they have to type.

AI Note Taking

Record calls and in-person meetings with one tap. AI captures the full conversation so nothing gets lost after the meeting.

Coaching in the Field

Real-time nudges on live calls. Post-call transcripts and review. Managers can coach reps between meetings from anywhere.

Call From Anywhere

Full Salesforce dialer on your iPhone with native CallKit, transfers, voicemail drop, conference, and push notifications.

SMS and Follow-Up

Text from your business line with templates. AI drafts follow-up emails and next steps after every conversation.

Conversation Summaries

AI-generated transcripts, summaries, and key moments from every call and in-person meeting, instantly available.

CRM Updates Itself

Every call, text, and meeting synced to Salesforce automatically. Contacts linked, activities logged. Zero manual entry.

“

Previously, as we started to really build out and scale our field motion, which is a really critical part of our growth right now, we had a blind spot in terms of the conversations our reps were having face to face with our sellers in the field. With the mobile application Revenue.io has provided us, we’re able to capture those in-person conversations and extract the same insights, the same intelligence, and the same automations we can for reps in telesales calling from their desk.

Libby Canup

Group Product Lead, CRM Solutions, Block

AI Note Taking

AI notes that actually capture what happened

Start an in-person meeting with one click from the Revenue.io mobile app. The AI Meeting Assistant joins, records, and transcribes the full conversation so important insights never get lost.

One-tap meeting capture from the mobile app
AI-generated transcripts with speaker identification
Meeting summaries and key moments extracted automatically
Clear next steps so reps always know how to follow up

Revenue.io mobile app capturing an in-person sales meeting

Coaching in the Field

Coach your team between meetings

Bring field conversations into conversation intelligence so leaders can analyze meeting outcomes, engagement patterns, and deal momentum, without riding along on every call.

Review recordings and scroll transcripts on the go
Analyze in-person conversations to identify what top performers do differently
Real-time coaching nudges during live calls
Annotate calls and share feedback with reps directly

Conversation AI

Team Coaching Feed

Talk ratio: 42%, on target

Discovery questions: 8

Objection handled well

Coach comment: Nice pivot

Call and Text From Anywhere

Your business line, on your iPhone

Make calls and send SMS from your phone with a Salesforce-native dialer. Every interaction is recorded, transcribed, and logged. No manual data entry required.

Native CallKit dialing with transfer, voicemail drop, conference, and mute
Pre-call compliance checks: DNC, TCPA, and timezone verified before every dial
SMS and MMS with templates, sent and received, always logged
Push notifications for inbound calls and deal updates

Revenue.io mobile dialer with SMS and call features

Salesforce, Rebuilt for the Field

Every meeting flows into Salesforce

Reps rarely update Salesforce in the field, leading to outdated data and broken pipelines. Revenue.io logs every interaction automatically so your CRM stays accurate without extra work.

Every call, text, and meeting auto-logged to Salesforce
Link meeting participants to Salesforce contacts and leads
Search your entire CRM with full lookup on leads, contacts, and accounts
Pipeline stays accurate without reps logging anything manually

Revenue.io mobile activity syncing to Salesforce

How It Works

From meeting to Salesforce in four steps

Open the App

Launch Revenue.io on your iPhone. Your Salesforce data, contacts, and workflows are already there.

Call, Text, or Meet

Dial a prospect, send an SMS, or start an in-person meeting, all with one tap.

AI Captures Everything

Conversations are recorded, transcribed, and summarized. Speaker detection separates participants automatically.

Insights Flow to Salesforce

Transcripts, participants, and activity data sync to Salesforce. Coaching insights surface in Conversation AI.

Built Different

Not just a dialer. Your entire revenue platform, on iPhone.

Most mobile sales apps are standalone tools disconnected from your CRM. Revenue.io is Salesforce, rebuilt for the field.

Capability	Revenue.io Mobile	Generic Mobile Dialer	Manual Logging
Native Salesforce integration	✓	No	Partial
AI note taking and summaries	✓	No	No
In-person meeting capture	✓	No	No
Real-time coaching nudges	✓	No	No
Automatic CRM activity logging	✓	No	Manual
Conversation intelligence	✓	No	No
SMS with templates	✓	Basic	No
Pre-call compliance, DNC and TCPA	✓	No	No

Proven Results

Revenue teams see results fast

400%

More sales opportunities

10×

More monthly meetings

100%

Salesforce activity captured

400%

Quota attainment improvement

Award-Winning, Enterprise-Grade, Fully Compliant

Trusted by the teams that trust nothing lightly

4.9

AppExchange Rating

4.8

Gartner Rating

4.7

G2 Rating

Frequently Asked Questions

Does Revenue.io offer a mobile app?

Yes. Revenue.io offers a native iOS app available on the Apple App Store. The app enables reps to dial prospects, send SMS, record both calls and in-person meetings, and automatically capture conversation intelligence including transcripts, summaries, and key insights, all synced to Salesforce.

How do you track in-person sales meetings?

In-person sales meetings are tracked by recording the conversation, generating a transcript, and linking the meeting to CRM records. Reps start an in-person meeting from the Revenue.io app, record the conversation, and connect participants to Salesforce contacts or leads so the interaction becomes part of the sales record.

Does Revenue.io offer an AI note taker for in-person meetings?

Yes. Revenue.io gives field sales teams an AI-powered way to capture in-person meetings using the mobile app. The AI Meeting Assistant records, transcribes, and summarizes conversations automatically, with clear next steps so reps always know how to follow up.

Can reps make calls and send SMS from the mobile app?

Yes. Reps can make outbound calls, receive inbound calls, and use mobile calling features such as mute, speaker, hold, keypad, transfers, voicemail drop, merge, and swap. Revenue.io also supports mobile SMS workflows so reps can view message threads, send texts, use templates, and keep communication activity logged to Salesforce.

Does the mobile app support Conversation AI?

Yes. The Revenue.io mobile app gives reps and managers access to Conversation AI workflows on the go. Teams can review calls, search recordings, view transcripts, add annotations, and collaborate on coaching from anywhere.

Is the Revenue.io mobile app built for field sales teams?

Yes. The mobile app is designed for reps who need to stay productive outside the office. It combines calling, texting, in-person meeting capture, conversation intelligence, and Salesforce automation into one app, so field teams can sell, capture, and coach without switching tools.

Is Revenue.io available on iOS and Android?

Revenue.io offers a native iOS app and a Progressive Web App that can be used on both iOS and Android devices. The native iOS app is available on the Apple App Store. Search for “Revenue.io: AI Sales Dialer.”

Ready to own your revenue?

See how Revenue.io gives your field team AI-powered calls, texts, meeting capture, coaching, and CRM automation. All from one app.

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