Revenue.io

Revenue.io

by Revenue.io • • Sales Engagement Software

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Revenue.io is a Salesforce-native sales platform for dialing, call coaching, sales engagement and revenue forecasting, priced per seat by custom quote.

Revenue.io gives Salesforce teams one place to dial, coach reps, run outreach and call the forecast without leaving the CRM. Every call, email, text and meeting is written back to the matching Salesforce record, so nobody logs activity by hand. The company was founded in 2013 as ringDNA and took the Revenue.io name in 2021. Founder and CEO Howard Brown still leads it from Sherman Oaks, California. The phone side rests on the Salesforce dialer and Call tracking, with an iOS dialer app for reps away from the desk. Guided Selling puts the next call, email or text at the top of each rep's queue. Cadences mix phone, email, SMS and social steps, and a call step dials from the queue itself. For coaching, Conversation intelligence turns call moments into evidence, Moments gives live guidance during the call, and AI Sales Roleplay lets reps practice first. AI Sales Agents write summaries of qualifying conversations into Opportunity fields, while the Forecast module rolls rep, manager and VP calls up the Salesforce hierarchy beside an AI commit. The platform is built for sales and revenue teams that already run on Salesforce. SDRs and account executives work their outreach from it, and front-line managers coach from the calls it captures. Revenue leaders and RevOps get forecast roll-ups, drag-and-drop scenarios and a full audit trail without a separate planning tool. It is sold per seat, on a custom quote built during a demo call around the team's plan and size. Most of the work happens inside Salesforce records. A rep opens the queue, places the call from the Lead or Opportunity, and the outcome logs itself against the right record. Video meetings and calendar bookings are captured the same way, and the platform's integrations include Zoom, Microsoft Teams and Microsoft Outlook. Before a pipeline review, a manager opens a deal to see its stage history, health score and last call summary. On forecast day the team submits its numbers, compares them with the AI commit and pulls upside from pipeline in a scenario, all on live Salesforce opportunities.

Features

  • Included: Roll-up forecast submissions
  • Included: AI forecast projections
  • Included: Manager overrides with history
  • Not included: Week-over-week pipeline changes
  • Included: Historical forecast snapshots
  • Included: Forecast accuracy reporting
  • Included: Deal risk flags from activity data
  • Included: Scenario and what-if modeling
  • Included: Multi-dimensional forecasts
  • Not included: Renewal and expansion forecasting
  • Included: CRM write-back of forecast fields
  • Included: Activity capture from email and calendar
  • Not included: Pipeline hygiene rules
  • Not included: Quota attainment dashboards
  • Not included: Custom roll-up hierarchies
  • Not included: Scheduled forecast exports
  • Included: Deal inspection boards
  • Not included: Warehouse and BI connector

Additional Features

  • Salesforce dialer
  • Call tracking for Salesforce
  • iOS sales dialer app
  • Guided Selling next touch queue
  • Cadences across phone, email, SMS and social steps
  • Conversation intelligence
  • Live call coaching through Moments
  • AI Sales Roleplay practice
  • AI Sales Agents that summarize qualifying calls
  • Ask Revenue AI
  • Revenue intelligence deal health scoring
  • Activity capture of calls, texts, emails and meetings to Salesforce
  • Rep, manager and VP forecast roll-ups in Salesforce
  • AI commit shown beside rep and manager calls
  • Drag-and-drop forecast scenarios
  • Immutable per-opportunity forecast snapshots
  • Commit-vs-close audit trail by rep
  • Forecast filters by territory, product line or custom field
  • One-click forecast update to Salesforce
  • Export-ready board summary

Best for

  • Sales teams of 15 or more seats that run on Salesforce
  • SDRs and account executives who call and email from Salesforce records
  • Front-line managers who coach from call evidence
  • Revenue leaders who want forecast roll-ups and scenarios inside Salesforce
  • RevOps teams replacing a separate dialer, coaching and forecasting tool
  • Companies that want forecast data kept inside their own Salesforce org

Use cases

  • Calling leads and contacts from their Salesforce records
  • Logging calls, texts, emails and meetings to Salesforce without data entry
  • Working one prioritized queue of calls, emails and texts
  • Running outreach cadences that mix phone, email, SMS and social steps
  • Getting live guidance while a sales call is in progress
  • Practicing a sales conversation with an AI roleplay partner
  • Turning call moments into coaching for a rep
  • Summarizing qualifying conversations into Opportunity fields
  • Submitting and approving the forecast inside Salesforce
  • Pulling upside from pipeline in a forecast scenario
  • Tracking forecast accuracy by rep and manager
  • Reviewing a deal's stage history and last call before a pipeline review

Screenshots & Videos

Explore Revenue.io in action

Revenue Homepage With The Next Move Workflow
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Revenue Homepage With The Next Move Workflow

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