Leads go cold fast
Online and portal leads reward the first agent to respond. Slow callbacks and calls routed to general voicemail lose the deal.
Revenue.io / Real estate
Keep the lead, the conversation, and the handoff connected.
Help agents and inside sales teams respond to inquiries, work their prospecting lists, and carry useful context forward in Salesforce.
Agents · ISAs · Brokerage operations · Built for Salesforce.
A connected sales motionSalesforce native
01 / Start with the contextProperty inquiry
Agents · ISAs · Brokerage operations
↓Connect the conversation to the customer
02 / Your Salesforce foundationConnect with the responsible agent
↓Context informs the next action
03 / Keep the work movingPrepare the next conversation
The work between conversations
Make the handoffs as strong as the pitch.
Your team needs more than another tool. It needs a clearer connection between customer context, the conversation, and what happens next.
Manual lead entry slows everyone down
Leads sit in inboxes and calls go unlogged, so follow-up is inconsistent and no one knows who reached out or when.
No visibility to coach the team
Managers cannot see rep activity, call outcomes, or which marketing sources actually drive closings, so coaching is guesswork.
See the connection
One workflow.
More useful context.
Explore how Revenue.io can connect the work your team does with the Salesforce records it already trusts.
Respond to inquiries.
Route inbound calls using configured ownership and available Salesforce context, so the next conversation starts with useful information.
Explore the capabilityWorkflow example Illustrative
Context
Property inquiry
Start with the relevant Salesforce customer record.
Team action
Respond to inquiries
Route inbound calls using configured ownership and available Salesforce context, so the next conversation starts with useful information.
Prepare the next conversation
Your team defines the workflow and review criteria.
Prospect in Salesforce.
Use supported dialing modes to work through Salesforce lists and capture activity against the relevant records.
Explore the capabilityWorkflow example Illustrative
Context
Property inquiry
Start with the relevant Salesforce customer record.
Team action
Prospect in Salesforce
Use supported dialing modes to work through Salesforce lists and capture activity against the relevant records.
Prepare the next conversation
Your team defines the workflow and review criteria.
Coach your ISAs.
Use qualifying conversation recordings and scorecards to coach discovery, qualification, and appointment-setting skills.
Explore the capabilityWorkflow example Illustrative
Context
Property inquiry
Start with the relevant Salesforce customer record.
Team action
Coach your ISAs
Use qualifying conversation recordings and scorecards to coach discovery, qualification, and appointment-setting skills.
Prepare the next conversation
Your team defines the workflow and review criteria.
Carry the context.
Make summaries and next steps available to the agent or team taking over the relationship.
Explore the capabilityWorkflow example Illustrative
Context
Property inquiry
Start with the relevant Salesforce customer record.
Team action
Carry the context
Make summaries and next steps available to the agent or team taking over the relationship.
Prepare the next conversation
Your team defines the workflow and review criteria.
Built for Salesforce
A Salesforce foundation.
A workflow your team owns.
Connect real estate sales activity with customer records, configured guidance, and conversation evidence. Define how your team captures, reviews, and uses that context.
See the Salesforce advantageMap the customer context
Review the Salesforce objects, field values, ownership, and activity association your workflow needs.
Define the review process
Choose the connected channels, conversation criteria, recording settings, and access your team will use.
Plan the rollout
Confirm product licenses, configuration, adoption goals, and the reports your leaders will use.
From a customer
Hear it from the teams doing the work.
Hear how a customer describes the work, in their own words.
Explore customer stories“Revenue.io has transformed our old way of doing business. Conversion from lead to customer is happening at a much faster rate. I am blown away by the transformation.”
Tony Banks
Broker/Owner, RE/MAX
Explore the platform
Go deeper on the workflow.
Explore the product capabilities, review package fit, and bring your Salesforce process to the demo.
The product workflow
See how Revenue.io connects calls, conversations, and next actions.
Explore the platformYour package requirements
Compare plans against the capabilities and configuration your team needs.
Review pricingSecurity and data handling
Review the available security materials with your operations and security teams.
Explore securityYour questions
A closer look at the fit.
How does Revenue.io support real estate teams using Salesforce?
Help agents and inside sales teams respond to inquiries, work their prospecting lists, and carry useful context forward in Salesforce.
Can we use our existing Salesforce workflow?
Salesforce provides the customer and opportunity context. Review your objects, fields, ownership rules, and activity association during evaluation, then configure supported workflows around your process.
Which conversations can our team review?
Supported call and meeting channels can provide recordings, transcripts, summaries, and scorecards for qualifying conversations. Availability depends on the products, channels, permissions, and settings you enable.
What should we review before rollout?
Confirm product access, connected channels, user permissions, recording and data-handling settings, field mappings, and reporting needs. Your team should review the configuration against its own business requirements.
How should we evaluate package fit?
Bring a representative customer workflow to the demo. Compare the capabilities, configuration, and package requirements needed to connect its steps, then review pricing with those requirements in mind.
Built around your team
Bring your workflow.
See what comes next.
Show us how your real estate team works. We’ll walk through how Revenue.io can connect the conversation, Salesforce context, and the next action.
- Review a representative customer workflow.
- Explore the capabilities and configuration you need.
- Discuss rollout and package fit.