RevCycle
Get more revenueby increasing win rates

Your AI Revenue Operations Platform

RevCycle turns every customer conversation into context, CRM updates and next steps.

Runs on the CRM your team already uses

  • Pipedrive
  • HubSpot
  • Zoho
  • Zoom
  • Google Meet
  • Microsoft Teams
  • Slack
  • Google Calendar

Why RevCycle

Your next revenue opportunity is already in your customer interactions

It captures context as work happens, reveals what drives revenue, and turns those insights into action.

01

One customer. Eight places to look.

Email, calls, CRM, support, renewals. Each team sees its own slice, and no one sees the whole story.

02

Tools only know what they are told.

Your reps are hired to sell, not to type. So the CRM gets filled in late, partially, or never.

03

Each team owns a stage. No one owns the customer.

Marketing hands off the lead, Sales the deal, CS the renewal. Every handoff drops something: a promise, a risk, an upsell.

Recording a call is the easy part

Three things come out of every customer touch on their own: a record that is current, a warning when a deal starts slipping, and one more layer of history under the account.

It updates your CRM after every call

Stage and close date are the easy ones. RevCycle also writes your custom fields and the account note, the way a rep who was in the room would.

Marek Duval
Nora Beckett
Transcript
We only need twelve seats for now, and legal can start on the 18th.
Deal
Halden Software
Seats
12
Next step
Legal review, Jul 18
Stage
Contract sent
Saved to Pipedrive

It notices when a deal goes quiet

Silence, a champion who stopped replying, an objection still open. RevCycle reads the signals and flags the deal before forecast day.

Inbox
Re: Halden pricing
Ines Holmqvist
Pricing is above what Scratchpad quoted.
Jul 8
Callum Brandt
Following up on pricing
Jul 11
Callum Brandt
Any thoughts?
Jul 15
Callum Brandt
Checking in before Friday
Jul 19
No reply from Ines
0days
Deal at risk
3 days to forecast

The account keeps its own history

Calls, CRM changes, open objections, promises made. All of it gathers under the account, and it is still there after the rep leaves.

Callum Brandt
Account Executive
Left Aug 2026
Theo Adeyemi
Account Executive
New owner
12-seat pricing
Data residency, owed Jul 8
SSO before rollout

One place to run your entire revenue cycle

Everything else that used to be somebody's job

Four things a person used to do by hand between calls. None of them wait on a person now.

Pre-meeting brief

Before every call, the brief lands in your inbox: who decides, what is still open, what to walk out with.

Recap for the team

Minutes after the call, the recap lands in the deal channel, so everyone on the deal knows what changed.

First drafts for every deal

Proposals and decks drafted from the meeting, with deal data and your positioning already in place.

Answers about your pipeline

Ask Buddy which deals are at risk or what was promised last week. It answers from the whole account history.

One memory, five ways to use it

01 · Sales reps

Nothing left to type after the call. The notes, the fields and the follow-up are already done.

Follow-up drafted · CRM updated · 6:02 PM
02 · Sales leaders

Pipeline review stops being a memory test. Every stage and every date points back to the call it came from.

3 deals flagged before the forecast call
03 · RevOps

A CRM you can question. Every field change carries the sentence behind it, and it can be undone.

Field coverage 96% · every change sourced
04 · Customer success

You inherit the account, not just the logo. The promises made and the objections still open come with it.

14 promises tracked into onboarding
05 · Founders

The real state of a deal without sitting in the call.

Pipeline reviewed in 4 minutes

The one thing it needs is a team that is in the conversations. If nobody on the team is on the calls, there is nothing here to work from.

It gets better the longer you use it

  1. Day one

    The first call comes back finished

    Summary, CRM fields, recap. Nothing left to type.

  2. Week one

    It applies the confident changes itself

    You approve the rest with one click.

  3. Month one

    Nobody opens the CRM to check

    The record is current because the calls are.

  4. When people leave

    The account keeps its history

    Calls, promises, and open objections stay under the account.

Customer story

“Once I saw the action items and suggestions were right, I kept using it. For me, RevCycle is more than an assistant.”
Hülya Dündar
Head of Marketing & Business Development, Enlighty
Read the story →
Hülya Dündar

Integrations and security

Pipedrive
HubSpot
Zoom
Slack
Google Calendar
Zoho
Google Meet
Microsoft Teams
Outlook

Works where you already sell

Pipedrive today, HubSpot and Zoho on the way. Calls come in from Zoom, Meet, and Teams; recaps go out in Slack; scheduling stays in your calendar.

See all integrations →
  • Encryption at rest
  • Scoped OAuth access
  • Role-based access
  • Audit logging
  • Data deletion on request
  • No training on your data

Your data, treated like it's yours

Encrypted at rest, scoped by role, audited end to end, and never used to train models. Ask, and everything is deleted.

Read the security overview →

Frequently asked questions

There is a free plan with 3 meetings. Pro is $29 and Business is $89 per seat, per month. Enterprise is priced on an annual agreement. No per-call fees.

No. RevCycle's own notetaker joins the calls you choose on Zoom, Google Meet and Microsoft Teams, and you can also upload a recording. The CRM update, the recap and the brief for next time all come from that conversation.

Connect your calendar, your CRM, and Slack. RevCycle's notetaker joins the calls you choose, and everything else comes out of the conversation: the summary, the CRM updates, the recap for your team.

B2B revenue teams of roughly 5 to 200 people: Marketing, Sales and Customer Success working from one customer view. It works with Pipedrive, HubSpot and Zoho CRM.

Connecting takes under half an hour. Your first call comes back summarized the same day.

Recordings and notes are encrypted, access stays inside your team, and your data is never used to train AI models. Ask and we delete everything.

An AI revenue operations platform that unites Marketing, Sales and Customer Success around one customer view. It understands every conversation, keeps your CRM current, and warns you when a deal starts to drift.

See your own calls in it

The trial runs on your real workflow: one call, one summary, one CRM update. Setup takes about ten minutes.