Revenue.io Reviews

Pros

Using this has been a big help for working through follow ups and reviewing my prospect calls right inside Salesforce. The AI feature is especially useful because it gives me feedback based on all the activity tied to an opportunity. Another thing I really appreciate is being able to click a phone number at the top of a report and instantly pull up my past notes and engagement history in the dialer. It makes it simple to revisit call transcripts, capture important notes and pain points and see suggestions on what I could have handled better. Getting everything set up at the beginning was simple too.

Cons

One area that could be better is email functionality. It would be much more convenient if I could reply to email threads and attach files directly from the opportunity in Salesforce instead of constantly switching back and forth between Outlook and Salesforce.

Pros

It's follow up email feature is especially useful for building a persuasive message right from the suggestion box.

Cons

I really don't have any complaints. The coaching feedback is valuable and helps shape better discovery questions.

Pros

Something I really appreciate about it is the call quality especially when I'm speaking with international users. The standardized call timing is also a valuable feature, like preventing calls before 7:30 AM which adds a more professional touch. On top of that the structured calling process for clients comes across as natural and authentic.

Cons

The mobile app feels a bit lacking right now. It would be much better if it included the option to dial Indian clients.

Pros

One of the biggest advantages is that it's built natively into Salesforce so all of our data gets logged into the CRM accurately and on time. Since it doesn't depend on a formal API or outside third party source, the integration feels very dependable and gives us more confidence in the quality of the data being captured. I've also had a very positive experience working with their team. Everyone from the sales side to implementation and support has been an outstanding partner and has brought a lot of value throughout the process. When some of the out of the box features didn't fully match our specific use cases, they were very willing to work through those challenges with us and help find practical solutions. That level of involvement made it much easier to get the most out of the platform. Their implementation team in particular has been excellent and very supportive during setup. On top of that the telephony tools and conversation intelligence capabilities have been really valuable for our sales organization and have helped simplify how we operate.

Cons

A limitation is the lack of a dedicated mobile app since it currently relies on a progressive web app instead. Because of that, certain functions especially audio performance and Wi Fi connectivity, can be less reliable than we'd want and the mobile experience overall doesn't feel as fully developed as it should. It sounds like they are planning improvements in the coming year which is encouraging. Another downside is that external integrations are fairly limited beyond Salesforce and Google Meet/Outlook. That reduces the usefulness of the captured data for other teams and systems across the company. Adding integrations with tools like Slack would make the platform much more valuable for broader internal use.

Pros

Daily work feels much more manageable with this platform especially when it comes to texting clients. Being able to upload files and media and send them in a way that feels similar to a WhatsApp chat is really helpful. I also appreciate how simple and direct the whole setup is. All you need to do is just sign in to Salesforce, click a phone number and the software opens automatically. The functionality works really well and the interface is clear and user friendly.

Cons

I haven't run into any issues so far.

Pros

The platform is very user friendly and helps us monitor our call activity in the most efficient way possible.

Cons

Every now and then, after a call ends, it vanishes from where it was originally listed and I can't find it afterward. Thankfully, this has only happened a couple of times.

Pros

Everything feels very efficient and customers can hear me clearly on calls.

Cons

It does time out fairly often especially after I lock my computer and then unlock it.

Pros

Right away, it checked a lot of boxes for us. Getting started was quick and their support team was knowledgeable and hands on, offering multiple training sessions so we felt fully confident using the system. Since it's Salesforce native, it fit smoothly into the processes we already had in place which was a huge advantage. The platform feels reliable and the advanced features especially the AI summaries and capabilities, go beyond what we saw in other systems we evaluated. Being able to switch phone numbers effortlessly has been a big win for our team as we moved over from multiple tools. Call forwarding and voicemail drops are simple to use and save a lot of time and the Salesforce "baseball cards" bring really useful functionality. The option to create records directly from the platform is also a major time saver for our reps. The AI tools for call coaching and improvement have been incredibly valuable for giving the team better insights. On the Salesforce side, adding and removing fields from the baseball cards is refreshingly simple. The RingDNA integration has also brought in valuable conversation data that will help support future automation and AI use cases. On top of the product itself, their team deserves a lot of credit, they clearly care about the platform, focus on quality and prioritize customer retention instead of rushing deployments. The interface is very user friendly which makes training new users quick and their commitment to continuous improvement really makes them stand out. Overall, I'm excited to keep using it and would absolutely recommend it to others.

Cons

Honestly, I don't have any complaints as I've been happy with all of it.

Pros

The way this platform tracks information, along with how simple it is to use, really helps our team stay organized and focused.

Cons

What I'd really like to see is the app remembering the numbers I just called even when those numbers belong to different people. That would help me avoid accidentally calling the same admin three times.

Pros

This fit well into our workflow with accurate, reliable integration. There's a lot to appreciate about it especially since I use the app every single day. It doesn't take much training to get comfortable because the interface is very user friendly. The voicemail drop is easily my favorite feature and saves me a ton of time. On top of that the team is very responsive and always pleasant to work with. I'd absolutely recommend this software.

Cons

Once in a while, the app logs me out automatically after the first call but after that it usually works fine for the rest of the day.

Pros

It helps me keep track of the business I'm bringing in and keeps me focused on my new accounts and next steps.

Cons

No real complaints at this point, just the usual minor adjustments that come with getting used to a new app.

Pros

From click to dial and note taking to making cold calling much more efficient, RingDNA has been an amazing tool. I really can't recommend it enough. The customer support is also outstanding and overall it's been one of the best additions to my business.

Cons

I haven't run into any downsides, it's a fantastic product.

Pros

The platform has completely changed how productive our team can be. It gives us full end to end visibility into Salesforce in a way no other platform I've used has managed to do. Honestly, it's the most effective solution I've come across and my team relies on it every single day. It's become a key part of how we run the business. On top of the product itself, the people behind this product are a huge reason it stands out. Their support team is fast to respond and really knows their stuff. They go beyond fixing technical problems and take the time to understand what we're trying to achieve and regularly offer practical, useful guidance that helps us work more efficiently.

Cons

Honestly, I havent run into any major issues.

Pros

Getting started was quick and I can use it from just about anywhere. One thing I really appreciate is that everything is logged which makes tracking activity much better.

Cons

The billing side is frustrating. They really need to invest in some kind of portal to make paying bills easier.

Pros

The combination of their team and the platform itself played a big part in helping our organization grow into a team that now generates leads across nearly every major economy worldwide.

Cons

One downside is that upgrading licenses can get pretty expensive compared with other options.

Pros

Their onboarding team did an excellent job getting everything set up and the platform has been working exactly the way it should.

Cons

I don't have anything negative to point out.

Pros

This software has completely transformed the way we handle sales conversations and track performance. The real time call insights and conversation intelligence have made coaching far more scalable so there's much less guesswork involved. Reps come into conversations better prepared and managers get the visibility they need without having to micromanage. The Salesforce integration works well and genuinely saves time instead of adding extra admin work.

Cons

There is a bit of a learning curve at the beginning especially when introducing it across a larger team but their support team was very hands on and responsive the whole way through. Customization may take a few rounds to get right but it ends up being worth the effort.

Pros

Revenue.io has been really effective for us and the level of customization it offers is excellent. On top of that the customer success and support team has been outstanding whenever needed.

Cons

At this point, I haven't run into anything about the platform that I dislike.

Pros

One thing that really works well is the workflow tool. It's very user friendly, lets you get extremely granular and supports multiple flows without becoming hard to manage. You can assign multiple numbers to different flows and update them quickly whenever needed. It also handles several round robin setups and simul ring options which gives it more flexibility than a lot of other tools.

Cons

The Salesforce CTI side could feel a bit more modern and polished and I'd also like to see more AI capabilities included.

Pros

After about a year of using this at my company, I've been really impressed with how well it performs and how much functionality it offers. It has helped us give our reps more active coaching, sharpen our talking points around important initiatives and go back through key calls to spot opportunities for improvement. Another big plus is that it's fully built into Google Chrome so it feels very simple to use. Installation was easy with help from the support team and once it's added to the browser, accessing it is as effortless as clicking a button. My team relies on this platform every day for customer outreach and we're still exploring more ways to get even more value from its features.

Cons

It generally works exactly the way it's supposed to and outside of the occasional technical issue where the audio gets a little glitchy which could just as easily be tied to a weak internet connection.