# Revenue.io Reviews
**Vendor:** Revenue.io  
**Category:** [Outbound Call Tracking Software](https://www.g2.com/categories/outbound-call-tracking)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 575
## About Revenue.io
Revenue.io powers high-performing teams with real-time guidance. By surfacing and recommending what works best, Revenue.io enables hundreds of customers like HPE, Nutanix, and AWS to deliver predictable results and optimize their entire revenue operation. Founded in 2013, Revenue.io is headquartered in Los Angeles and backed by venture funding from Goldman Sachs, Bryant Stibel, and Palisades Capital. Learn more at www.revenue.io.



## Revenue.io Pros & Cons
**What users like:**

- Users appreciate the **responsive customer support** of Revenue.io, enhancing their experience and ensuring smooth implementation. (33 reviews)
- Users find Revenue.io&#39;s **ease of use** exceptional, streamlining workflows and minimizing clicks for improved efficiency. (30 reviews)
- Users love the **intuitive and efficient design** of Revenue.io, enhancing coaching and conversations effortlessly. (30 reviews)
- Users value the **easy setup** and seamless implementation process provided by Revenue.io&#39;s responsive onboarding team. (25 reviews)
- Users value the **seamless Salesforce integration** of Revenue.io, streamlining workflows and enhancing productivity without issues. (25 reviews)
- Users love the **seamless Salesforce integrations** of Revenue.io, enhancing efficiency and reducing administrative tasks significantly. (23 reviews)
- CRM Integration (20 reviews)
- Features (20 reviews)
- Users appreciate the **reliability** of Revenue.io, enhancing productivity and streamlining sales processes effortlessly. (20 reviews)
- Time-saving (19 reviews)

**What users dislike:**

- Users experience **call issues** with dropped calls and difficulties pulling recordings, impacting their overall satisfaction with Revenue.io. (11 reviews)
- Users find **missing features** in Revenue.io, particularly in mobile experience, integrations, and guided selling capabilities. (9 reviews)
- Users find the **limited features** of Revenue.io restricts integration options and mobile functionality, affecting overall usability. (7 reviews)
- Users report **connection issues** such as dropped calls and unreliable mobile experiences impacting their productivity. (6 reviews)
- Users report **dialer issues** such as dropped calls and connection problems that hinder effective communication and troubleshooting. (6 reviews)
- Users experience a **steep learning curve** when implementing Revenue.io, requiring effort to master its full capabilities. (6 reviews)
- Change Management (5 reviews)
- Connectivity Issues (5 reviews)
- Users find the **difficult reporting** in Revenue.io can be challenging to navigate and customize for insights. (5 reviews)
- Users find **inaccurate reporting** challenging, stating it lacks intuition and requires time to customize for insights. (5 reviews)

## Revenue.io Reviews
  ### 1. Effortless Sales Automation with Salesforce Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alex M. | Enterprise (> 1000 emp.)

**Reviewed Date:** May 12, 2026

**What do you like best about Revenue.io?**

I love how Revenue.io organizes and speeds up my sales process with its various features. Being able to make calls from my computer and get transcripts is super convenient for my sales job. The guided selling feature helps me automate and streamline sales objectives and KPIs. One of the things that stands out is its integration with Salesforce, which is a huge win for me. It allows me to see all my activities like calls and texts within Salesforce records and use guided selling right alongside them.

**What do you dislike about Revenue.io?**

I wish the transcripts would pop up sooner, and that incoming calls would link to Salesforce records. It was a lot of working out the kinks but we got there.

**What problems is Revenue.io solving and how is that benefiting you?**

Revenue.io lets me make calls from my computer, get transcripts, and streamline sales objectives with guided selling. It helps organize and speed up my sales process, and the Salesforce integration is a big win for tracking activity and using guided selling.

  ### 2. Comprehensive Sales Engagement with Stellar Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonathan N.

**Reviewed Date:** January 27, 2026

**What do you like best about Revenue.io?**

I like the partnership with Revenue.io and the people we get to work with, as they invest time and resources into their customers. They have Jordan, who provides amazing support and has been great for years. Everything in their tech stack works well for us, and even though the initial setup can become complex depending on the use case, they have plenty of support to help.

**What do you dislike about Revenue.io?**

Everything in their tech stack works well for us. However, I would like to use the AI results directly in Salesforce more. For example, I think they could build an AI driven  lead score based on phone call that aligns to a scorecard pretty well, and pass that information to the activity or custom conversation records for improved lead management.

**What problems is Revenue.io solving and how is that benefiting you?**

Revenue.io helps our team manage high call volumes, improves call quality, ensures accurate Salesforce logging without manual work, and provides reliable data for coaching, QA, and performance metrics tailored with AI tools.

  ### 3. Seamless Integration, Automated Coaching, & Great Support

**Rating:** 5.0/5.0 stars

**Reviewed by:** Paul B.

**Reviewed Date:** January 27, 2026

**What do you like best about Revenue.io?**

I like that Revenue.io is a unified platform that simplifies our previous setup. The built-in conversation intelligence allows us to record and analyze customer interactions, providing automated coaching to our team. I'm particularly fond of the 'Moments' feature, which proactively assists and coaches our frontline reps by providing critical information at the right moment during calls. This feature is forward-thinking, and we're excited about its potential. Additionally, Revenue.io integrates seamlessly with our Salesforce platform, enhancing our workflow without issues. Finally, the implementation was smoother thanks to Revenue.io's team, which worked closely with us to ensure a successful rollout.

**What do you dislike about Revenue.io?**

There are just some reporting and insights capabilities that our previous call intelligence tool has that are slightly stronger. Revenue.io is very receptive to customer feedback and is constantly iterating on its features.

**What problems is Revenue.io solving and how is that benefiting you?**

Revenue.io simplifies our communication by unifying calling, texting, and outreach sequences. It records and analyzes customer interactions, automating team coaching, and enhances connection rates and sales. The 'moments' feature provides timely, scenario-based assistance to reps during calls, improving effectiveness.

  ### 4. A Salesforce-Native Powerhouse for Sales Efficiency

**Rating:** 5.0/5.0 stars

**Reviewed by:** andrew c.

**Reviewed Date:** January 26, 2026

**What do you like best about Revenue.io?**

I use Revenue.io to dial through follow ups and analyze my calls with prospects in Salesforce. I like the rev.ai feature where I can get feedback based on all of my activities on an opportunity. I also like that I can just click a phone number on the top of a report and access all of my past notes and engagement within the dialer. It allows me to go back to the transcript of past calls and gather notes, pain points, and gives me feedback on what could have been better. The initial setup was easy.

**What do you dislike about Revenue.io?**

I think that the emails could be improved by allowing you to respond to email threads and add files to the email directly from the opportunity in Salesforce, rather than flip flopping back and forth from Outlook to Salesforce.

**What problems is Revenue.io solving and how is that benefiting you?**

I use Revenue.io to dial follow-ups and analyze calls in Salesforce. It helps me access call transcripts to gather notes and feedback, and I like the rev.ai feature that provides feedback on opportunity activities.

  ### 5. Streamlined Communication, Effortless Workflow

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** January 30, 2026

**What do you like best about Revenue.io?**

I really like the guided selling in Revenue.io. It's great that I can stay on one screen and do everything, which makes things easier. The prioritization action list helps a lot, with faster ramp time and reduced guesswork. It's handy that the system not only tells what to do next but lets you act on it without leaving your day-to-day workflow. I also find the comprehensive dashboard and reporting useful for informing decision making. The initial setup was very easy, and I use it with Salesforce. Switching from RingCentral to Revenue.io has been a good move for me.

**What do you dislike about Revenue.io?**

There are few feature we don't have such as implementing branded calling which is still ongoing

**What problems is Revenue.io solving and how is that benefiting you?**

I can communicate with customers via calls and texts, use sequence actions, and leverage guided selling. Revenue.io helps prioritize actions, reduces guesswork, and integrates seamlessly into our workflow.

  ### 6. Powerful Dialer Tool with Stellar Support

**Rating:** 4.0/5.0 stars

**Reviewed by:** Ivan B.

**Reviewed Date:** December 22, 2025

**What do you like best about Revenue.io?**

I really appreciate that Revenue.io is Salesforce native and that it seamlessly logs all data to our CRM in a timely and accurate manner. This integration is super reliable since there's no reliance on a formal API or third-party source, enhancing the accuracy of our recorded data. I also value the working relationship with their team. From sales reps to implementation and support, they have been phenomenal partners who add a tremendous amount of value. Revenue.io's team is always open to problem-solving with us, especially when certain out-of-the-box features didn't meet our specific needs. They actively involved themselves in finding solutions, allowing us to effectively leverage their platform. Their implementation team is top-notch, providing great support during the setup. Overall, it's really beneficial for my sales organization to have access to their telephony functionality and conversation intelligence features, which streamline our operations.

**What do you dislike about Revenue.io?**

Revenue.io doesn't have a formal mobile app and instead relies on a progressive web app, making certain functions like audio and wifi connection less reliable. The mobile experience isn't as robust as we would like. They are looking to improve this with updates in the coming year. Also, the company doesn't offer external integrations outside of Salesforce and Google Meet/Outlook, which limits the value of the data captured for other teams and tools within our company. Integrations with tools like Slack would be highly beneficial.

**What problems is Revenue.io solving and how is that benefiting you?**

Revenue.io allows us to make and receive calls and texts across the 8 countries we operate in. It also offers scorecards and coaching features to enhance rep performance, and ensures our interactions are accurately logged to our CRM, improving customer data quality.

  ### 7. Streamlined Call Management with Easy Salesforce Integration

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marleen A.

**Reviewed Date:** January 29, 2026

**What do you like best about Revenue.io?**

I find Revenue.io very easy to use and intuitive. The seamless Salesforce integration, automatic call logging, and reliable inbound and outbound calling make it a valuable tool for our team. The seamless Salesforce integration and automatic call logging help keep everything centralized and consistent, making it easier for our team to track customer interactions, stay organized, and follow up appropriately.

**What do you dislike about Revenue.io?**

One area that could be improved is the ability to log in to users' dialers for troubleshooting. Being able to see exactly what they see would make it easier to resolve any issues quickly.

**What problems is Revenue.io solving and how is that benefiting you?**

Revenue.io organizes customer communications by centralizing inbound and outbound calls. The seamless Salesforce integration and automatic call logging help us track interactions and stay organized, ensuring consistent follow-ups.

  ### 8. Intuitive and Customizable, Needs More AI

**Rating:** 4.0/5.0 stars

**Reviewed by:** Lauren F. | Operations Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 21, 2025

**What do you like best about Revenue.io?**

I like that the workflow tool in Revenue.io is very easy to use. It allows you to get very granular and have multiple flows. You can add multiple numbers to multiple flows and change them very easily. It supports different types of round robins and simul ring. It just offers better options than other tools.

**What do you dislike about Revenue.io?**

It could look more advanced inside of the Salesforce CTI and have more AI features available.

**What problems is Revenue.io solving and how is that benefiting you?**

I use Revenue.io for our company phone system and inbound marketing calls, distributing them to the sales team effectively. The tool's workflow is very easy to use, allowing for granular control and multiple flows, offering better options than other tools.

  ### 9. A superb softphone with Salesforce sync!

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.)

**Reviewed Date:** January 27, 2026

**What do you like best about Revenue.io?**

Our company uses Revenue.io as our main phone system, and the connection that it has with Salesforce means that our agents can easily take information between systems to ensure our clients have the best experience possible. The team at Revenue.io is constantly improving their features and expanding into new technological areas, with their AI scorecards providing valuable insight for management and agent alike.

**What do you dislike about Revenue.io?**

There are various issues that some of our users experience; dropped calls, random log-outs that impact both the dialer and Salesforce, and microphone problems - yet a majority of these may not be the fault of Revenue.io. The reports that come out of the box in the Analytics page can have differing numbers/statistics than what can be found in Salesforce reporting.

**What problems is Revenue.io solving and how is that benefiting you?**

As our main phone system, it allows us to seamlessly connect with our clients via means of call and text. The Guided Selling system that Revenue.io introduces also helps to ensure that our agents stay on top of their prospects by engaging in regular check-up cadences with them.

  ### 10. Meeting Recording & Analytics That Make Recaps and Transcript Search Effortless

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.)

**Reviewed Date:** January 26, 2026

**What do you like best about Revenue.io?**

Meeting recording and associated analytics - sales methodology scoring, recap/next steps, and ability to search transcript are super helpful.

**What do you dislike about Revenue.io?**

At our organization, it doesn't plug into our workflows in the most user friendly way. However, this may be a limitation to how we currently have it set up and integrated, and not a limitation of the tool.

**What problems is Revenue.io solving and how is that benefiting you?**

Revenue.io makes it much easier to hop from meeting to meeting without worrying that you're going to miss next steps from the previous meeting. Calls are recorded, with recaps and next steps, to make it easy to ensure that follow up isn't missed. It also ensures our team is following the outlined sales processes.


## Revenue.io Discussions
  - [what is the best way to use ringDNa](https://www.g2.com/discussions/what-is-the-best-way-to-use-ringdna) - 1 upvote
  - [What are the basic troubleshooting steps when we occur with an error &quot;site cannot be accessed now&quot;.](https://www.g2.com/discussions/what-are-the-basic-troubleshooting-steps-when-we-occur-with-an-error-site-cannot-be-accessed-now) - 1 upvote
  - [How long does it take to implement RingDNA for sales reps?](https://www.g2.com/discussions/ringdna-implementation) - 1 upvote
  - [What is Voicemail Drop?](https://www.g2.com/discussions/7252-ringdna-voicemails) - 1 upvote
  - [What is Local Presence?](https://www.g2.com/discussions/7251-ringdna-local-presence) - 1 upvote

- [View Revenue.io pricing details and edition comparison](https://www.g2.com/products/revenue-io/reviews/revenue-io-review-805998?section=pricing&secure%5Bexpires_at%5D=2026-05-24+17%3A49%3A04+-0500&secure%5Bsession_id%5D=3f6fc7e5-43ec-4dfc-ba21-d8537515318e&secure%5Btoken%5D=cc9c386a1eda6a26d08b250f23507250d5591c8ecfc18c5658d48d31a97bcea6&format=llm_user)
## Revenue.io Integrations
  - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews)
  - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews)
  - [REthink CRM](https://www.g2.com/products/rethink-crm/reviews)

## Revenue.io Features
**Integrated Workflows**
- Task Management
- Email Tracking/Automation
- Calls and Voice
- Other Outreach Options 
- CRM Integration
- Calendar
- Shared Records

**Call Analytics**
- Call Recording
- Machine Learning
- Call Analysis
- Lead Qualification

**Revenue Sourcing and Forecasting**
- Revenue History
- Pipeline Management
- Dashboard Analytics
- Multi-Device Data Visualization
- Data Segmentation
- Predictive Forecasting
- Revenue Operations Cadence

**Platform**
- Omnichannel
- Mobile Access
- Queue Management
- Call Routing
- Call Back
- IVR
- Automatic Call Distribution

**Generative AI**
- AI Text-to-Speech

**Agentic AI - Sales Performance Management**
- Autonomous Task Execution
- Natural Language Interaction
- Proactive Assistance

**Agentic AI - Outbound Call Tracking**
- Autonomous Task Execution
- Natural Language Interaction

**Agentic AI - Sales Coaching**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Decision Making

**Agentic AI - Revenue AI Platforms**
- Natural Language Interaction
- Proactive Assistance
- Autonomous Task Execution
- Cross-system Integration
- Decision Making
- Adaptive Learning

**Training**
- Knowledge Base
- Coaching Materials
- Playbook Creation
- Video Record

**Phone Number Management**
- Local Phone Numbers
- Toll-Free Numbers
- Port Existing Numbers

**Calling**
- Record Calls
- Generate Location
- Call Types
- Click-to-Call
- Auto Dialer

**Incentives**
- Badges
- Triggers
- Commission Calculator
- Leaderboards

**Repeatability and Reportability**
- Content Management
- Workflow Management
- Workflow Performance
- Sales Coaching and Insights
- Gamification

**Artificial Intelligence - Conversation Intelligence**
- Customer Scoring
- Speech-to-Text
- Sentiment Analysis

**CRM Data Enrichment**
- Calendar Sync
- Email Activity Capture
- Conversation Intelligence
- Marketing Leads
- Contact Capture

**Workforce Management**
- Call Monitoring
- Performance Evaluation

**Call Center Infrastructure (CCI)**
- Autonomous Task Execution
- Cross-system Integration
- Natural Language Interaction
- Proactive Assistance

**Platform - Revenue AI Platforms**
- Conversation Intelligence
- Predictive Forecasting
- CRM Data Enrichment
- Actionable Insights
- Risk Flagging
- Workflow Orchestration
- Sales Coaching
- Pipeline & Deal Management
- Customer Data Capture

**Feedback**
- Review
- Scorecard
- Coaching Card
- Leaderboard
- Real-Time Updates
- Notifications

**Tracking**
- Visitor & Keyword Tracking
- Dynamic Number Insertion
- Multi-Channel Call Attribution

**Contacts**
- Personalization
- Information Locater
- Record Prospect Data

**Personalization**
- Custom Reports
- Dashboards
- Goal Setting

**AI and Automation**
- Lead Prioritization
- Lead Scoring
- Best Time of Day Scheduling
- Buyer Intelligence
- Machine Learning

**Account Management**
- Nonengaged Accounts
- Account optimization
- Historical Patterns
- Rep Performance
- Account Engagement
- Historical Win/Loss Patterns

**Administrative**
- Call Recording
- Reporting & Dashboards

**Generative AI**
- AI Text Summarization

**Analytics**
- Call Data
- Call Recording
- Advanced Reporting
- Conversation Intelligence

**Insights**
- Notes
- Daily Summary
- Automated Voicemails
- Automated Emails
- Sorts Prospects
- Automated Note Taking

**Administrative**
- Integration
- Employee Structure
- Behavior Monitoring

**Generative AI**
- AI Text Summarization

**Generative AI**
- AI Text Generation

**Agentic AI - Revenue Operations & Intelligence (RO&I)**
- Autonomous Task Execution
- Cross-system Integration
- Adaptive Learning
- Proactive Assistance
- Decision Making

**Agentic AI - Conversation Intelligence**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Call Routing**
- IVR
- Call Scheduling
- Geo-Routing

**Administration**
- Martech Integrations
- Privacy, Security, and Compliance
- Performance and Reliability

**Agentic AI - Sales Engagement**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Inbound Call Tracking**
- Autonomous Task Execution
- Cross-system Integration
- Proactive Assistance

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