-Revo for Customer Success
The #1 proactive AI NoteTaker for Customer Success
Most AI note takers stop at the transcript. Revo runs the motion that comes after - captures every detail, drafts follow-ups in your voice, and pushes the next step into your tools automatically.
AI NoteTaker built for the customer success motion
Generic tools stop at the surface. Revo runs the motion that comes after - designed for the way customer success teams actually work. It captures the signals that matter, drafts what comes next in your voice, and pushes the right action into your tools - gated by your one-click approval.
Built for the way customer success teams actually work
From the first call to the next quarter, Revo runs the loop in the background so your customer success team focuses on the work that compounds.
QBRs that turn into action items, not slide decks
Revo joins the QBR, captures every commitment, and turns it into a tracked action item in Gainsight or HubSpot - with the owner, the date, and the original quote attached.
- Action items auto-created in Gainsight / HubSpot with owner + due date.
- Open commitments from prior QBRs resurface in the current one.
- Customer-facing recap email drafted in your voice - ready to send.
Churn risk surfaced before the customer asks for a discount
Revo listens for the patterns that precede churn - procurement pressure, exec turnover, missed adoption milestones - and flags them in your CRM weeks before the renewal motion starts.
- Churn signals flagged with the exact quote and date.
- Open commitments tracked across calls - nothing slips.
- Escalation auto-routed to the right CSM lead and AE.
What CSM teams get back when AI NoteTaker runs the loop
Less admin, faster motion, cleaner records, more outcomes.
Saved per CSM, per week - on QBR prep and post-meeting writeups.
Net Revenue Retention when expansion signals are surfaced before renewal.
QBR action-item capture across portfolio - nothing slips between meetings.
Time-to-resolution on customer escalations, with live signal routing.
How a 60-CSM team grew NRR 18 points and cut QBR prep in half
A customer success team rolled out Revo across their motion in a single quarter.
Mid-market SaaS · 60+ CSMs · 1,200+ accounts · 3 segments
QBRs were ending with a Notion doc no customer ever opened. Action items lived in screenshots. Churn signals were surfacing in renewal calls - three weeks too late. NRR sat at 102%.
The team rolled out AI NoteTaker for QBRs and renewal motions in one quarter. Action items map to Gainsight, churn / expansion signals route to the renewal Slack channel automatically, CSM leads get a weekly digest of open commitments across the portfolio.
QBR prep time dropped from 4 hours to 90 minutes. Action-item capture went from "some of them" to 100%. NRR climbed 18 points to 120% over the next two quarters - driven mostly by expansion signals caught in QBR before renewal.
“Revo gave us back our portfolio. We finally see what's actually happening across 1,200 accounts - not just the ones screaming for attention.”
- Priya R., Head of Customer Success, Pinegrove Analytics
Net Revenue Retention
Less QBR prep time
Action-item capture
Don't take our word for it
For anyone managing a high volume of conversations, it removes a huge amount of friction from daily email work.
Enguerrand Chalvon
Co-founder, Bulldozer Collective
I don't write emails anymore, Revo does. At first I edited a bit. Now I don't even need to. It knows me, it knows my companies. It's magic.
Pierre Gaubil
CEO, ScoreJam / 34 Elements Academy
I switched to Revo because it does something no other email AI can: it pulls context from my coworkers' emails, not just my own. When a client asks for case details that are sitting in another attorney's inbox, Revo finds it in seconds. For a firm handling hundreds of cases, that's not a nice-to-have, it's essential.
Josh Yaghoubzadeh
Founder & Managing Attorney, Fairmont Law Firm
Revo remembers every conversation we've ever had, emails, Zooms, past inquiries. It connects dots we'd miss and shows us exactly where the opportunities are. It's like having a partner with perfect memory.
Philip Wood
Co-Founder & Creative Director, Sound Made Public
Revo pulls context from calls, docs, and chats so my follow-ups are faster and more informed. It's cut my inbox time by 60%. When you're scaling a partnership-driven organization while staying lean, that's not just helpful. It's essential.
Lauren Moore
Director of Partnerships, Mark Cuban Foundation
Revo drafts every email before I even get to it. Even when I tweak the draft, it's still faster than starting from scratch. The time savings add up fast. And the automatic tagging, FYI, notifications, everything sorted, I didn't know I needed that. Honestly, it's just top-tier.
Frédéric Rougemont
Chief Product & Tech Officer, SINGULIER
Revo writes like me. Not generic AI. When you're closing enterprise deals, you can't afford emails that sound off. Revo keeps it sharp and on-brand.
Andrey Vinitsky
CEO, Graphy.app
Revo learned how I speak faster than the AI I trained myself. Emails from Europe and Asia come in while I sleep. Revo has the drafts ready before I'm even awake. It saves me about four hours every single day.
Shawn-Marc Melo
Founder & CEO, DeepIDV
Revo knows exactly what's going on, it pulls context from all our tools and writes email replies that are insanely smart. Right tone, right context, right person looped in. It's a superpower.
Robin Guldener
CEO, Nango.dev
Revo actually understands my workflow, it knew to forward tech issues to our CTO. For someone managing operations across continents, having an AI that actually understands context and workflow pattern is game-changing.
Benoit Cerceau
CEO, OnSpot Travel Solutions
Bidirectional sync with the tools customer success teams already live in
Revo writes back to the right record, the right field, every time.
Pricing
Free 7-day trial. Cancel anytime.
Light
Essential Gmail & Outlook AI (max. 1 user)
$10
/ seat / mo
Billed annually - 7 days trial
Works with Gmail & Outlook
Auto-categorizes and drafts replies
Native documents & semantic search
Integrations limited to email & calendar
Facts-based drafting only
*fair usage applies
Starter
Everything in Light, plus recorder & memory (max. 1 user)
$22.50
/ seat / mo
Billed annually - 7 days trial
Everything in Light, plus:
Revo meeting recorder, transcription & search
Revo AI chat unlimited*
Personal integrations
Revo proactive actions
Personal Memory & Company DNA
Cross-reference meetings, docs & tools
Drafts grounded in docs, Slack, Jira & meetings
*fair usage applies
Professional
Teams: multiple inboxes, Slack & 50+ integrations
$37.50
/ seat / mo
Billed annually - 7 days trial
Everything in Starter, plus:
Multiple managed inboxes & Slack
50+ team & personal integrations
Workflows & automations unlimited
Teams, Glossary & Decision Log Memory
Team shared knowledge base
*fair usage applies
Enterprise
Enterprise security, BYOK & custom integrations (min. 50 users)
Custom pricing
Billed annually
Everything in Professional, plus:
Premium LLMs or bring your own key
Custom integrations & REST APIs
Dedicated success & quarterly reviews
Forward deployment engineer & 2-hour SLA
SSO, SCIM, audit logs & custom retention
Department-specific & Custom Memories
*fair usage applies
Revo knows your business. Nobody else does.
Enterprise-grade security and privacy controls, designed so even regulated teams can run Revo.
SOC 2 Type II
Annual audits across security, availability, and confidentiality controls.
ISO 27001 + 27701
Information security + privacy management certified.
GDPR + CCPA
Built for European and California privacy requirements out of the box.
EU data residency
EU-originated conversations stay in EU infrastructure.
SSO + SCIM
Enterprise identity provider integration with automated provisioning.
No training on your data
Your business data is never used to train models. Ever.
Common questions from customer success leaders
Does Revo integrate with Gainsight?
Can Revo identify churn risk from call transcripts?
How does Revo handle multi-stakeholder accounts?
Is it secure for enterprise CS orgs?
Stop logging. Start delivering.
AI NoteTaker built for customer success. Connect in one click - Revo handles the loop.