-Revo for Sales

What it is

AI NoteTaker built for the sales motion

Generic tools stop at the surface. Revo runs the motion that comes after - designed for the way sales 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.

Use cases

Built for the way sales teams actually work

From the first call to the next quarter, Revo runs the loop in the background so your sales team focuses on the work that compounds.

Use case 01 · Discovery calls

Discovery calls that fill your pipeline by themselves

Revo listens for budget, authority, need and timeline as the call unfolds - then pushes a fully populated opportunity record to Salesforce or HubSpot the moment it ends. The follow-up email is already drafted in your voice with next-steps proposed.

  • BANT / MEDDIC fields filled automatically - Champion, Pain, Decision Criteria.
  • Follow-up drafted in your voice with the next step proposed.
  • Disqualifications surfaced before they cost you a forecast slot.
SF
Salesforce · Acme Corp · Discovery call
Stage
New → Discovery
Champion
Priya Shah · VP Eng
Pain
Manual CRM updates · 8 hrs/wk per rep
Budget
$80–100k confirmed
Decision criteria
SSO, EU data residency
Next step
Demo · Fri 2pm
Use case 02 · Renewals & expansion

Renewal calls where Revo flags expansion before you do

Revo cross-references the current call against the customer's history. Expansion signals get tagged in real time. Churn risk gets flagged with the exact quote. Your forecast updates itself.

  • Expansion signals tagged from the live transcript ("we're hiring 20 more reps").
  • Churn risk surfaced with the exact quote and timestamp.
  • Open commitments from prior calls auto-resurface ("you said SSO by July").
Live signals · Acme Q3 renewal
Expansion · Team growth
"We're hiring 20 more reps next quarter."
Churn risk · Pricing
"Procurement is pushing for a 15% reduction."
Open commitment
SSO live before July - owner: Sam Chen
Outcomes for sales teams

What sales teams get back when AI NoteTaker runs the loop

Less admin, faster motion, cleaner records, more outcomes.

8+ hrs

Saved per rep, per week - on CRM updates and follow-up writeups.

3× faster

Follow-up emails sent - drafted in your voice, ready before the prospect leaves the call.

100%

MEDDIC field completion across opportunities, no manual logging required.

27%

More deals advanced quarter-over-quarter when next-steps are auto-scheduled.

Case study

How a 200-rep SaaS team cut CRM admin in half and grew pipeline 31%

A sales team rolled out Revo across their motion in a single quarter.

NS
Northwind Software

Mid-market SaaS · 200+ reps · Series C · Remote-first across 6 countries

Challenge

Reps were ending each week with a backlog of writeups. Salesforce records sat 38% complete on average, follow-ups went out two to three days late, and the weekly pipeline review was a 90-minute fishing expedition.

Solution

The team rolled out AI NoteTaker across the entire revenue org in 14 days. MEDDIC mapped to existing Salesforce custom fields, auto-drafted follow-ups in each rep's voice, and a live opportunity-signal feed in Slack - expansion cues, churn risk, open commitments resurfacing automatically.

Results

Within 30 days, reps were saving 9+ hours each on CRM hygiene. MEDDIC field completion jumped from 38% to 92%. Forecast accuracy improved by 31% in the first full quarter - and the weekly pipeline review dropped from 90 minutes to 35.

Revo turned our pipeline review from a fishing expedition into a real conversation about deals. We see expansion signals as they happen - not three weeks later in a QBR.

- Maya R., VP Revenue Operations, Northwind Software

9.2 hrs

Saved per rep, per week

92%

MEDDIC completion (from 38%)

+31%

Forecast accuracy in Q1

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

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

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

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

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

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

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

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

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

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

Benoit Cerceau

CEO, OnSpot Travel Solutions

Plugs into your stack

Bidirectional sync with the tools sales teams already live in

Revo writes back to the right record, the right field, every time.

zoom
google meet
microsoft teams
salesforce
hubspot
gainsight
slack
notion
linear
asana
gmail
outlook

Pricing

Free 7-day trial. Cancel anytime.

No credit card needed
Annual · 25% off
Monthly

Light

Essential Gmail & Outlook AI (max. 1 user)

$10

/ seat / mo

Billed annually - 7 days trial

Get Started for Free

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

Get Started for Free

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

Get Started for Free

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

Book a demo

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.

See security details

Common questions from sales leaders

Stop logging. Start selling.

AI NoteTaker built for sales. Connect in one click - Revo handles the loop.

7-day free trial · No credit card · SOC 2 Type II · GDPR