What Is Revenue.io?
Revenue.io is the Salesforce-native platform that unifies dialing, sales engagement, real-time coaching, conversation intelligence, and AI — so your entire sales motion runs inside the CRM you already trust.
One platform, built inside Salesforce
Most sales tools treat Salesforce as an integration. Revenue.io is built inside it. Every call, email, meeting, coaching moment, and AI insight lives natively in Salesforce — no shadow CRMs, no sync errors, no fragmented workflows.
Because the AI runs on your real Salesforce data, it isn’t generic. It pulls from your fields, activities, and pipeline to guide reps through every stage of the deal — and it replaces the disconnected stack of point tools most teams are duct-taping together.
AI that works before, during, and after every call
Most platforms are built for one moment in the sale. Revenue.io guides reps through all of them.
Know who to call and why
Prioritized lead lists, full account context, and AI-surfaced next-best actions — so reps start every day on the right deals.
Real-time guidance, live
Moments™ surfaces battlecards, talk tracks, and objection handling the instant they’re needed — on phone calls and video meetings.
The busywork, handled
AI-generated summaries, scorecards, coaching feedback, and follow-ups — written automatically back to Salesforce.
What’s inside Revenue.io
Capabilities that work as one — every one of them Salesforce-native.
Communications Hub
The #1 Salesforce dialer (RingDNA) plus inbound call tracking and routing (CallerDNA) — calling, SMS, and voicemail in one workspace.
Sales Engagement & Guided Selling
Multichannel cadences and AI-assisted outreach built natively in Salesforce — every touch tied back to pipeline.
Real-Time Coaching
Moments™ delivers live, in-call guidance as conversations happen — on phone calls and video meetings.
Conversation Intelligence
Recording, transcription, sentiment, and call metrics — tied to Salesforce records and searchable across every deal.
Revenue AI
Scorecards, summaries, Ask Anything, coaching feedback, deal health scores, and AI agents — trained on your data.
AI Conversation Agents
Agents run automatically on every transcript — extracting next steps, objections, competitor mentions, and business impact, then writing them straight to Salesforce fields.
Forecasting
Forecast on live Salesforce opportunities, with deal health and conversation signals factored in — no exports and no separate forecast report to maintain.
AI Sales Roleplay
Reps sharpen their pitch, discovery, and objection handling against a realistic AI buyer — so they walk into every real conversation ready.
Mobile & In-Person Meetings
Calling, SMS, and meeting capture on the go — so no conversation goes unlogged, wherever selling happens.
Built on Salesforce — not bolted on
Every call, email, text, video meeting, and calendar booking is automatically captured and logged as standard Salesforce Tasks and Events, linked to the right Lead, Contact, Account, or Opportunity. No sync. No delay. No shadow CRM.
Your existing Salesforce flows, automation, and reporting keep working exactly as they do today. Revenue.io works with your org — not around it.
Trusted by hundreds of Salesforce teams
See what one platform can do
Built for Salesforce sales teams of 15+ seats that want a true partner — not another point tool.
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