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Revenue.io: Complete 2025 Tool Guide
Transform B2B sales through real-time AI guidance during live conversations
Overview
Revenue.io is a Salesforce-native sales engagement and conversation intelligence platform that provides real-time AI coaching during live sales calls, automated workflows, and revenue intelligence. Built exclusively for Salesforce users, it combines an advanced dialer, conversation AI, guided selling, and pipeline analytics in a unified platform. The platform helps sales teams increase productivity by up to 60% and generate 400% more opportunities through AI-powered guidance and automated data capture that eliminates manual CRM entry.
Pros and Cons
Top 3 Differentiators:
Real-time AI coaching during live calls through patented Moments™ technology, unlike competitors that only provide post-call analysis
100% Salesforce-native architecture eliminates sync issues and "Shadow CRM" problems while maintaining real-time data integrity
Exceptional customer support with 3-minute average response times and consistently praised implementation assistance
Top 3 Limitations:
Exclusively limited to Salesforce with no meaningful integration for HubSpot, Microsoft Dynamics, or other CRMs
User interface receives criticism for being slow to navigate, lacking predictive search, and requiring frequent re-authentication
No public REST API available, limiting third-party connectivity compared to competitors like Outreach and Salesloft
Who It's For
Revenue.io targets mid-market companies (50-500 employees) representing 61% of their customer base, and enterprise organizations like Amazon, Nutanix, and HPE. The ideal customer profile includes Salesforce-heavy organizations with call-centric sales processes, complex B2B sales cycles, and growth-stage companies scaling operations. Perfect for sales development representatives needing prospecting guidance, account executives managing deal progression, sales managers requiring coaching tools, and RevOps teams seeking pipeline visibility. Marketing leaders benefit from voice-of-customer insights for campaign optimization.
Use Cases and Applications
Complex B2B Sales Cycles: Perfect for multi-stakeholder engagements requiring extensive phone conversations. Hewlett Packard Enterprise achieved 400% more opportunities using Revenue.io across 150+ countries. Particularly effective for product-led growth strategies that require detailed conversation intelligence.
Inside Sales & SDR Teams: High-volume outbound prospecting with real-time coaching. ChowNow cut rep ramp time in half while OrthoFX reported 60% productivity boosts. Supports rapid scaling initiatives for growth-stage companies.
Account-Based Sales: Targeted campaigns for enterprise accounts with conversation intelligence insights. NFI Industries achieved 8X more conversations and 10X more qualified meetings. Ideal for companies implementing GTM strategies requiring detailed prospect engagement tracking.
Compliance-Heavy Industries: Financial services and healthcare organizations benefit from regulatory-grade call recording and HIPAA compliance features. Essential for companies requiring detailed conversation documentation and training.
Key Features and Benefits
Real-time Conversation Intelligence:
Live AI coaching during calls with contextual pop-ups and objection handling suggestions
Real-time transcription across 23+ languages with automated follow-up email generation
Talk-to-listen ratio tracking and coaching opportunity flagging for managers
6X more call reviews possible through automated insights and behavioral correlation
Sales Engagement & Dialer:
Advanced dialer with local presence technology and parallel dialing capabilities
Multi-channel sequences across phone, email, LinkedIn, and tasks with smart rule engine
Automated voicemail drops and international calling support
Click-to-call functionality directly from Salesforce records
Revenue Intelligence:
Deal health monitoring and pipeline forecasting enhanced by conversation data
100+ pre-built Salesforce reports and dashboards with 145+ different metrics
AI agents for specialized revenue operations tasks and automated workflow triggers
Pipeline analytics correlating behaviors with revenue outcomes
Integrations and APIs
Native Integrations:
Salesforce (100% native integration using Apex and Lightning)
Microsoft Teams and Zoom for conversation intelligence
Gmail and Outlook for email sequences
Twilio for voice infrastructure
Dun & Bradstreet for customer intelligence
Salesforce AppExchange:
Revenue Intelligence listing
Guided Selling listing
Developer Platform:
No public REST API available
Relies on Salesforce's API ecosystem for external connections
No Zapier integration
No meaningful support for HubSpot, Microsoft Dynamics, or other CRMs
Plans and Pricing
Custom Quote-Based Pricing:
The following pricing details are estimates based on third-party sources, as Revenue.io does not publicly disclose official pricing on its website.
Starting Price: Around $95/user/month (based on third-party sources)
Tiered Packages: Available for different roles including SDRs, account executives, customer success teams
Enterprise: Custom pricing with volume discounts and dedicated implementation support
Contract Terms: Pricing varies based on team size, required features, and contract length
Trial Options:
Free trial available through Chrome extension download or sales contact
No permanent free version beyond trial period
Enterprise customers receive custom pricing with dedicated support
Please note that these are approximate figures and should be confirmed directly with Revenue.io for the latest and most accurate pricing information.
Is There a Free Version?
Revenue.io offers a free trial through Chrome extension download or by contacting sales directly. No permanent free version exists beyond the trial period.
How it Works
Revenue.io operates as a complete revenue operations platform built natively within Salesforce using Apex and Lightning architecture. Start by installing from the Salesforce AppExchange, then configure the Chrome extension for browser-based calling. The platform automatically captures 100% of sales activities within Salesforce, eliminating manual data entry. During live calls, the AI listens in real-time and provides contextual guidance through pop-ups and suggestions based on conversation flow. The system transcribes conversations across 23+ languages, identifies objections as they occur, and automatically generates personalized follow-up emails. Multi-channel sequences automate outreach across phone, email, LinkedIn, and tasks while smart rules add or remove contacts based on engagement signals. All data remains within Salesforce rather than syncing with external databases, ensuring real-time updates without delays.
Available Support Options
Support includes comprehensive Knowledge Center, email and phone support with 3-minute average response times, and dedicated customer success managers for enterprise accounts.
What Customers Are Saying
Based on 549+ reviews on G2 with 96% giving 4-5 stars, customers consistently highlight Revenue.io's exceptional support team. One sales manager noted: "I put in a ticket, and in 3 mins I had a response and the issue was resolved." The native Salesforce integration eliminates manual logging, with users reporting it "works seamlessly" and call quality rating 9.7/10 compared to competitors at 7.4.
However, users report frustrations with frequent logouts requiring two-step authentication and describe the interface as "not really user friendly" and "slow to navigate." Some experience dropped calls and criticize the Chrome-only browser limitation. Recent 2024-2025 reviews show active improvements in platform stability.
Read reviews on G2 for detailed customer feedback.
Frequently Asked Questions
Does Revenue.io integrate with CRMs besides Salesforce? No, Revenue.io is built exclusively for Salesforce with no meaningful integration with HubSpot, Microsoft Dynamics, or other CRMs.
What security standards does Revenue.io meet? The platform supports HIPAA, GDPR, and SOC 2 requirements with enterprise-grade security inherited from Salesforce's security model.
How quickly can teams get started? Implementation typically completes within hours to days with dedicated support, though complex deployments may take longer.
Does Revenue.io offer an API? No public REST API is available. All integrations leverage Salesforce's existing API ecosystem.
Can Revenue.io support global teams? Yes, with 23+ language transcription support, international calling, and multi-currency capabilities.
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