A CRM with context.
Keep accounts, people, deals and conversations together. Pick up where the last interaction left off.
Explore the CRM ↗
AI CRM. Human
ambition.
Great work.
Great work.
Better connected.
Your customer relationships, AI agents and everyday workflows—in one shared context. So your team can turn a good conversation into the next meaningful action.
Built around your business. Guided by your people.
THE CONNECTION THAT MATTERSPeople. Context. Possibility.
A little more joined up
Keep the relationship.
Keep the relationship.
Connect the next step.
Start with your contacts, companies and deals. Add specialist AI and workflows that help sales, marketing and service work from the same story.
AI with a job to do.
Research an account, prepare outreach, plan content or help a customer—with the context each task needs.
Meet your AI team ↗Work that moves forward.
Connect a signal to a next step. Set the scope, review the decisions and keep the outcome with the record.
See connected workflows ↗
Find your way of working
One platform.
One platform.
A world of different work.
Choose an industry template that brings the right records, roles and operating workflow into your workspace. Your shared CRM stays at the centre.
WHAT’S A TEMPLATE?
A configured industry workspace: the objects you work with, the stages work moves through, and the views your team needs. Healthcare Staffing and Construction extend the CRM into day-to-day operations.
People at the heart of the work
01 / Healthcare Staffing template
The right people.
The right people.
A connected staffing desk.
Bring client demand, worker readiness and placements into one operating flow. Keep the work connected from the first requirement to approved time and pay/bill handoff.
- Built around
- Clients, workers, requirements and assignments
- Made for
- Staffing consultants, operations, workers and clients
- Demand
- Readiness
- Placement
- Time + pay/bill
From a good plan to built work
02 / Construction template
From first opportunity
From first opportunity
to work on site.
Carry the customer story into estimating, commercial decisions and project delivery. Connect the scope, resources and job finances so each team can see what comes next.
- Built around
- Opportunities, estimates, projects and job finances
- Made for
- Commercial teams, project delivery and operations
- Estimate
- Approve
- Deliver
- Job finances
Start with the core CRM. Connect sales, marketing and service, then explore the industry configuration that fits your operation.
Explore templates & use cases ↗
Meet Revvalo AI
Specialists in their work.
Specialists in their work.
Connected to yours.
Eight distinct capabilities, one shared customer context. Give each the information and connections it needs, choose the review rules, and follow the work.
01
Research Agent
Find the right starting point.
Turn a target profile and company signals into sourced account research.
THE OUTPUTResearch dossiers + account context
Explore Research Agent
02
SDR Agent
Make the first move count.
Prepare outreach, coordinate follow-ups and qualify replies using your configured policy.
THE OUTPUTOutreach drafts + next steps
Explore SDR Agent
03
Sales Assistant
Bring context into the conversation.
Ask about a record, prepare an email or turn a conversation into a useful task.
THE OUTPUTAnswers + drafts + record actions
Explore Sales Assistant
04
Marketing Agent
Give your campaigns a plan.
Work from your brand voice and channels to build a calendar and coordinate review.
THE OUTPUTCampaign plans + schedules
Explore Marketing Agent
05
Content Agent
Turn knowledge into useful content.
Create draft battlecards, assessments and sales material from the context you provide.
THE OUTPUTReviewable content assets
Explore Content Agent
06
Revvalo AI Voice
Keep the conversation moving.
Handle configured calls, retain the conversation and support escalation or booking.
THE OUTPUTCall records + follow-up
Explore Revvalo AI Voice
07
Support Agent
Help with the whole story.
Use your knowledge base to triage questions, draft answers and hand work to your team.
THE OUTPUTSupport drafts + human handoffs
Explore Support Agent
08
Webchat Widget
Make your website part of the team.
Answer website questions, capture interest and help visitors take their next step.
THE OUTPUTConversations + enquiries
Explore Webchat Widget
Start with the jobs you need. Availability depends on your package, connected services and configuration.
Explore the full AI catalog ↗
See the connection
From a useful signal
From a useful signal
to a thoughtful next step.
Research adds context. Your agents prepare the work. Your team makes the decisions that need judgment. The next person picks up the whole story.
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Start with the right context
Bring the account, sources and working brief together.
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Make the review a real decision
Inspect, change or reject a proposed action before it runs.
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Keep the outcome connected
Follow the resulting activity in the customer record.
Cedarfield Systems
Fictional account · example scenario
Research Agent
Start with a useful account brief.
Bring company context and relevant signals together before your team prepares the next conversation.
- INPUT
- Company profile + research brief
- OUTPUT
- Context linked to the account
Scope and budget configured
You choose the review points. This fictional example sends no messages and makes no changes to a real account.
Your people set the direction
More momentum.
Explore human control ↗
More momentum.
Your judgment.
Choose the scope, permissions and review points. Follow proposed actions, recorded outcomes and the exceptions that need your attention.
Connected, on your terms
Keep the tools
Keep the tools
that earn their place.
Bring the work that belongs together into Revvalo. Keep specialist systems connected, with clear ownership of the records and actions that move between them.
Explore the connection map ↗
Your shared customer context
Email + conversationsWebsite + webchatContent + campaignsIndustry operations
Connect the services and action coverage your workflow needs.
Let’s make the next connection
Your ambition.
Your ambition.
A more connected way to work.
Bring one workflow. We’ll explore the CRM, agents and industry template that fit your team.