Revenue.io provides an AI‑driven guided‑selling platform that lives natively inside Salesforce, automatically logging calls, emails, and meetings while delivering real‑time coaching, next‑best‑action recommendations, and contextual battlecards during sales interactions.
Funding
$30M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Sales teams often rely on multiple disconnected tools for dialing, engagement tracking, conversation intelligence, and coaching, leading to fragmented data, manual CRM entry, and inconsistent execution that hampers pipeline growth and quota attainment.
Solution
Revenue.io offers an AI-driven guided selling platform that lives natively inside Salesforce, automatically capturing every call, email, and meeting without manual logging. The real-time execution engine provides live coaching, next‑best‑action recommendations, and contextual battlecards during inbound and outbound interactions. Integrated dialing, smart routing, and AI‑prioritized lead lists streamline prospect outreach, while conversation AI transcribes, scores, and extracts key insights—such as objections and next steps—directly onto Salesforce records. This unified approach consolidates sales engagement, intelligence, and coaching into a single system, delivering reliable activity data, predictive pipeline insights, and scalable performance improvement.
Target Audience
Revenue.io is designed for B2B sales organizations that use Salesforce, including SDRs, account executives, and sales managers seeking a single platform for engagement, coaching, and revenue forecasting.
Features
- Native Salesforce integration that auto‑logs calls, emails, meetings, and conversation transcripts to the CRM
- Moments™ real‑time AI coaching delivering contextual prompts, battlecards, and next‑step suggestions during live calls and video meetings
- Smart inbound routing with CallerDNA and Hot Leads speed‑to‑lead routing based on campaign and territory data
- AI‑driven lead prioritization and guided selling cadences that surface the highest‑intent contacts and recommended actions
- Automated conversation intelligence including transcription, sentiment analysis, keyword detection, and scoring against frameworks like MEDDICC or Challenger
- AI‑generated coaching cards and scorecards providing actionable feedback linked to specific transcript moments
- Integrated RingDNA dialer with local presence, one‑click voicemail drop, and omni‑channel SMS/MMS capabilities
- Forecast Analyzer and Revenue Intelligence Dashboard offering pipeline risk, upside, and pacing insights based on actual activity data