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    Revenue AI

    Salesforce-native AI for dialing, engagement, intelligence, forecasting.

    Tool Introduction

    Revenue.io is an AI-powered sales engagement and conversation intelligence platform designed to unify fragmented sales tools into a single system. It captures, analyzes, and surfaces insights from customer conversations to help sales teams make better decisions. The platform reduces manual data entry, increases visibility into pipeline health, and drives team performance through automation and real-time guidance. Enterprise customers like Hewlett Packard Enterprise have used Revenue.io to significantly improve opportunity creation, adoption, and rep efficiency across global teams.

    Demo Available?

    Revenue.io offers both a free trial upon request and interactive demos through RevU after submitting a pricing request form.

    Tool's Accuracy

    Revenue.io captures sales activity data accurately in Salesforce, according to user feedback. AI summaries and transcription features are described as surpassing other systems considered by users.

    Aggregate Rating

    4.5/5 stars (based on 1,800+ verified reviews across the internet).

    Detailed Overview

    An integrated platform that combines sales engagement, AI analysis, and forecasting inside Salesforce for B2B enterprises.

    What Revenue.io Does

    Revenue.io consolidates core sales functions into one connected platform. It offers Salesforce-native dialing with automatic logging and multi-channel engagement workflows. Calls are recorded and transcribed in real time, then analyzed using AI to identify coaching moments and risk signals. The system provides reps with in-call guidance based on CRM data and past notes. Sales leaders gain predictive forecasts tied to deal progression insights. Workflow automation reduces admin tasks across the pipeline.

    Who Revenue.io is for

    Revenue.io supports B2B teams from individual contributors to enterprise-scale organizations. Sales reps use it for calls, activity logging, and live coaching. Managers get performance analytics and tailored coaching recommendations. RevOps teams automate workflows for cleaner data and reporting. Customer success managers track account health to reduce churn. Executives use it for deal visibility and strategic planning across complex or distributed teams.

    Top Differentiators

    • Salesforce-Native Architecture: Auto-logs activities with no sync issues.
    • Unified Functionality: Combines dialing, workflows, intelligence, forecasting.
    • Live Guidance: Offers contextual help mid-call without leaving Salesforce.
    • Automated Coaching: Surfaces strengths or risks from calls without manual review.
    • Enterprise Compliance: Meets SOC 2 Type II, HIPAA, GDPR, CCPA, TCPA standards.
    • Proven Results: Delivered 400% opportunity increase at Hewlett Packard Enterprise.
    Introductory Video
    Target Industry

    B2B, SMB, Enterprise, Financial Services, Healthcare, Technology, Manufacturing

    Available Integrations
    • Salesforce: Functions as a native layer unifying engagement, intelligence, and forecasting with real-time sync and no manual updates.
    • Microsoft Teams: Sends real-time call alerts, coaching moments, and action items directly into team channels.
    • Slack: Delivers instant notifications for sales risks and coaching opportunities inside sales collaboration threads.
    • Salesforce Dialer: Logs calls, outcomes, recordings, and AI insights automatically into Salesforce records.
    • Call Recording Systems: Captures and transcribes conversations to surface risks and coaching moments in Salesforce dashboards.
    • Forecasting Module: Uses Salesforce pipeline data to model deal progression and historical outcomes for accurate predictions.
    • Enterprise Security Frameworks: Supports SOC 2, HIPAA, GDPR, CCPA, and TCPA compliance within role-based access workflows.
    • Activate: Starts at $95 per user per month. Offers subscription-based pricing.
    • Engage: Customizable plan with subscription-based, per-user pricing.
    • Orchestrate: Customizable plan with subscription-based, per-user pricing.

    A free trial is available.


    Pricing last verified: 01/23/2026
    Official Source: https://www.revenue.io/pricing
    Disclaimer: Pricing is subject to change. Please confirm current pricing on the vendor site.
    Features & Specs
    • Salesforce Dialer: Native calling from Salesforce with auto-logging of inbound/outbound calls.
    • Call Recording & Transcription: Records every call; transcripts available in real time or post-call.
    • Conversation Intelligence: Uses AI to extract action items and coachable moments from calls.
    • Engagement Workflows: Build sequences combining calls/emails triggered by account behavior.
    • Real-Time Guidance: Gives reps instant answers based on transcript content or CRM context.
    • Pipeline Forecasting: Tracks deal health signals; recommends interventions early in the cycle.
    • Performance Dashboards: Visualize metrics like win rates or rep activity trends quickly.
    • Coaching Tools: Identify top performers’ techniques; scale coaching plans automatically.
    • Activity Logging Automation: Removes manual CRM updates by syncing all interactions instantly.
    • AI Agents: Automate select sales tasks within defined flows (details not specified).

    Technical highlights:

    • Built natively inside Salesforce for full ecosystem compatibility
    • Offers APIs for integration with other systems (details not public)
    • Encryption aligned with major compliance frameworks
    • Scales across large global teams
    • Complies with SOC 2 Type II, HIPAA, GDPR, CCPA & TCPA requirements
    Security & Compliance

    Revenue.io is SOC 2 Type II certified and compliant with HIPAA, GDPR, CCPA, and TCPA regulations. Role-based access controls help restrict data access by user role. Built natively for Salesforce environments, it leverages Salesforce’s security infrastructure. Conversation monitoring supports compliance in regulated industries. The platform commits to responsible AI use but does not publicly detail whether customer data trains its models or list retention policies.

    Industry Use-Cases

    Financial Services

    Revenue.io helps mortgage lenders shorten sales cycles by analyzing calls to reveal effective conversations. Loan officers get real-time coaching, and managers can spot at-risk deals earlier to increase loan closures.

    Commercial banks use Revenue.io to track all client interactions, helping bankers maintain consistent messaging. The platform surfaces cross-sell opportunities and ensures compliance through systematic monitoring.

    Technology and Software

    SaaS companies use Revenue.io to identify key decision-makers and track buying signals. Sales teams reduce cycle times, improve win rates, and gain visibility into what drives deal progression.

    SDRs benefit from real-time coaching as Revenue.io highlights interest signals and top-performing approaches. Teams qualify leads more accurately, boosting conversion rates from lead to opportunity.

    Healthcare and Pharmaceuticals

    Medical device reps use Revenue.io to manage complex territories, track stakeholders, and ensure compliant messaging. The platform helps uncover expansion opportunities and shortens sales cycles.

    Pharmaceutical sales teams rely on Revenue.io for conversation analysis that ensures regulatory compliance. Managers coach reps based on effective messaging, improving engagement and prescription volume.

    Manufacturing and Industrial

    Revenue.io supports equipment sellers by tracking buyer roles, surfacing needs, and highlighting ROI discussions. Reps navigate complex sales more effectively with insights tailored to each stakeholder.

    Industrial suppliers use the platform to maintain relationship continuity despite staff changes. It identifies upsell chances within accounts while keeping product messaging consistent across procurement contacts.

    Tool's Alternatives

    Gong
    Gong offers AI-powered conversation intelligence with over 250 integrations. It delivers forecast accuracy of up to 95% but does not include built-in outbound engagement tools.

    Outreach
    Outreach provides an AI-driven workflow platform across the sales cycle. It automates research but depends on CRM integrations rather than embedding CRM features natively.

    Salesloft
    Salesloft unifies engagement, deal management, and forecasting in one platform. Its analytics require customization but highlight repeatable success patterns for coaching.

    6sense Revenue AI
    6sense focuses on B2B pipeline creation using intent data. It predicts buyer behavior but functions more as a marketing intelligence tool needing external execution platforms.

    Frequently Asked Questions

    What is Revenue.io and who uses it?
    Revenue.io is an AI-powered platform for B2B sales teams. It supports reps, managers, RevOps, and executives by unifying dialing, intelligence, workflows, and forecasting directly within Salesforce.

    What does Revenue.io cost to get started?
    The starting price is $95 per month on a subscription basis. Final pricing depends on team size, features needed, and business requirements through a personalized quote process.

    Does Revenue.io offer a free trial or demo?
    Yes. A free trial is available upon request. Interactive demos are provided through RevU after submitting the pricing request form.

    How does Revenue.io integrate with Salesforce?
    Revenue.io is built natively inside Salesforce. It logs activities automatically without sync issues and delivers real-time insights within Salesforce records.

    Which compliance standards does Revenue.io meet?
    Revenue.io complies with SOC 2 Type II, HIPAA, GDPR, CCPA, and TCPA regulations. Role-based access controls help manage data visibility by user role.

    What features support coaching and rep performance?
    The platform identifies coachable moments from calls using AI. Managers receive automated coaching suggestions based on conversation trends and top-performer patterns.

    Can Revenue.io forecast pipeline outcomes accurately?
    Yes. It tracks deal health using CRM activity signals. Forecasts are tied to deal progression insights modeled from historical pipeline data in Salesforce.

    Which industries benefit most from using Revenue.io?
    Industries include financial services, technology, healthcare, pharmaceuticals, manufacturing, and industrial sectors—especially those needing conversation analysis and compliant engagement at scale.

    What integrations beyond Salesforce are supported?
    Revenue.io sends alerts to Microsoft Teams and Slack. Coaching moments and sales risks appear in real time inside team collaboration channels for improved visibility.

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