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For Field & Outside Sales

The AI Platform for Field Sales Coaching

Capture every call, message, and in-person conversation, guided by AI — so field reps stay organized, follow up faster, and move deals forward from anywhere.

$300K
Increase in rep productivity*
400%
Quota attainment increase
10x
More monthly meetings
On the road todayAuto-logged
Acme Corp — On-site
Visit logged · recap ready
84
Globex — Lunch meeting
Follow up today
56
Initech — Drop-by
No notes yet
30
In-person captured
“Meeting recorded & logged to Salesforce — recap ready.”

Trusted by teams at

SquareAmazon BusinessUnited RentalsAutodeskHPEBoston ScientificNerdWalletCencoraEmpower PharmacyFreshBooksDun & BradstreetBroadridge
Why field teams choose Revenue.io

Field conversations go unlogged, so insights get lost and deals slip between visits

Revenue.io captures every call, text, and in-person meeting automatically and guides reps with AI — so the field rep always knows what happened and what to do next, and Salesforce stays current without the admin.

×

Field visits go uncaptured

On-site meetings and hallway conversations never make it into Salesforce, so the insight is gone by the next visit.

×

CRM goes stale on the road

Reps don’t stop to log activity between visits, leaving pipeline data outdated and forecasts unreliable.

×

Follow-ups slip

By the time a rep is back at a desk, details are forgotten and the next step is already late.

Field visibility

Never lose what happened in the field

Field conversations often go unlogged in Salesforce — creating lost insights and missed deals. Revenue.io captures every interaction so you always know what to do next.

  • Ask anything about deals, meetings, or accounts
  • See deal health before your next visit
  • Spot risks early
  • View full interaction history fast
  • Act on AI insights in real time
Manage sales from anywhere →
84 Deal health
Automatic logging

Eliminate CRM work between visits

Reps rarely update Salesforce in the field, leaving data outdated and pipelines broken.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

  • Logs every call, text, and meeting automatically
  • Keeps Salesforce updated without manual entry
  • Eliminates end-of-day admin work
  • Improves data accuracy across deals
  • Keeps your pipeline always current
Focus on selling, not CRM →
Salesforce Calls SMS In-person Notes
AI coaching & follow-ups

AI coaching and instant follow-ups

After meetings, details fade and follow-ups slip. Revenue.io captures conversations and generates next steps so you can act while the deal is still fresh.

  • Summarizes meetings and calls instantly
  • Generates follow-up emails automatically
  • Captures commitments and next steps
  • AI coaches and scores every meeting
  • Keeps deals moving between meetings
Close deals faster in-person →
Revenue.io Mobile

A Salesforce-native mobile app, built for the field

Most mobile sales apps are standalone tools that disconnect from your CRM. Revenue.io isn’t — every call, text, and meeting logs itself to Salesforce.

Call from anywhere

Full outbound and inbound calling with push notifications, even when the app is closed.

Salesforce stays current

Activity logged automatically — no rep intervention required, and no data gaps.

Search your entire CRM

Leads, contacts, accounts — full Salesforce lookup from your phone.

Coach between meetings

Review recordings, scroll transcripts, and annotate calls — with offline support.

Replace the stack. Keep Salesforce.

One platform instead of a mobile dialer + a CRM-logging tool + a separate coaching app — calling, in-person capture, and Salesforce, in your pocket.

View comparisons →
Proof

What revenue teams say about Revenue.io

“I love that all our data is in one place. No managing multiple logins or windows — it’s a true one-stop shop.”
Eric Hillyard
COO, Jan Dils
“Revenue.io allows me to get more done throughout the day and not focus so much on admin things.”
Doris Ortenberg
BDR Manager, NCC Group
“Revenue.io has the rare combination of pleasing both end-users and managers alike. It provides a huge strategic advantage to my org.”
Joseph Monahan
Sales Leader, Ylopo

Top-rated by customers & analysts

4.9 ★
AppExchange
4.8 ★
Gartner Peer Insights
4.7 ★
G2

Enterprise-grade security & compliance

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FAQ

Frequently asked questions

How do field sales reps track in-person meetings with Revenue.io?+
Field reps track in-person meetings by recording the conversation, generating a summary, and linking participants to CRM records. Revenue.io captures the meeting and logs it automatically to Salesforce, so every interaction is documented without manual note-taking.
How does Revenue.io log customer visits in Salesforce?+
Customer visits are logged in Salesforce as activities tied to accounts, contacts, or opportunities. Revenue.io automates this by capturing calls, texts, and in-person meetings and logging them directly to Salesforce with no manual entry.
What is the best software for field sales teams?+
The best field sales software helps reps manage calls, meetings, and customer interactions on the go while keeping CRM data accurate. Revenue.io combines mobile calling, in-person meeting capture, and automatic Salesforce logging in one Salesforce-native platform.
How does Revenue.io track sales activity in the field?+
Revenue.io tracks field activity by capturing every customer interaction and syncing it to Salesforce automatically — calls, messages, and in-person meetings — giving teams full, real-time visibility into pipeline activity from anywhere.
How does Revenue.io make Salesforce easier for outside sales reps?+
Salesforce gets easier when activity logs itself and data stays current. Revenue.io removes manual entry by capturing every interaction in the field and keeping Salesforce updated in real time, so outside reps spend time selling, not updating records.

Win more deals in the field

One Salesforce-native platform and mobile app built for outside sales. Book a 30-minute demo.

Book a Demo