For sellers
Sales productivity tools that give sellers their time back.
Ricavi is an AI sales assistant for your sales calls. You get a brief before each call, coaching while you talk, and the follow-up drafted when you hang up. Nothing is sent until you approve it.
What Ricavi does for a seller.
83%
Less admin
Ricavi writes the call notes and drafts the follow-ups. It updates the CRM once you approve.
A brief before calls
Ricavi emails a brief from your CRM 30 minutes before each call.
Coaching only you see
A sidebar beside the call says what to ask next.
Drafts wait for you
The follow-up and the CRM update are drafted for you to approve.
Private while you sell
Your manager sees the call after it ends, not your sidebar.
A seller’s day
One call, four presses.
Ricavi is your AI sales assistant. It writes the brief, the call notes, the follow-up, and the CRM update. Here’s one call. Count what you press.
Before the call, press Prep. Your brief is built from your CRM.
When the call starts, press Start recording.
During the call you press nothing. The sidebar speaks up when a step is still open.
After the call, the follow-up is drafted for you. Press Send email.
The stage change is drafted too. Press Update CRM.
Four presses. Ricavi wrote the rest, and nothing went out until you pressed.
Ricavi’s dashboard. The next meeting is the Brightwell - PRO rollout demo at 3:00 PM on Zoom, with Hannah Moore. The seller presses Prep on it.
Ricavi’s recorder. The Brightwell - PRO rollout meeting at 3:00 PM on Zoom is picked and linked to the deal. The seller presses Start recording.
The live sidebar during the call. Only the seller sees it. At 18m 22s the buyer says it seems too expensive, and a reply to say shows. At 22m 10s a nudge says to ask who else signs off.
The Actions screen after the call. First the queue is empty. Then a follow-up email to Hannah Moore is drafted for the Brightwell deal. The seller presses Send email.
Up next on the same screen: move Brightwell to Discovery in the pipeline, drafted for the seller. The seller presses Update CRM.
The end: the email to Hannah Moore and the CRM update for the Brightwell deal. Each went out only when the seller pressed. Four presses in all.
Presses0
Will you feel watched?
Your manager sees the call after it ends.
While the call is live, only you see the Ricavi sidebar. Your admin sets the recording and access rules.
During the call
What the prospect sees
That’s the default. Your admin can turn on a named bot that everyone sees.
22m 10s · Nothing changes here
What you see
The same call with the Ricavi panel beside it. Only you see the nudge.
22m 10s · The nudge arrives here only
Recordings and transcripts of your calls
You and your manager see them. Your admin sets which calls are recorded.
Your scorecards
Your manager sees them too, scored on the method the whole team uses.
Your coaching chats
Private unless you share them. Your manager sees shared chats, read-only.
Where Ricavi sits
An AI-powered sales assistant that waits for your yes.
Ricavi works with your calls and your CRM. From what the buyer said, it drafts the follow-up email and the CRM update. Nothing is sent or saved to your CRM until you press it.
The stack: calls on Google Meet, Microsoft Teams, and Zoom feed Ricavi. Ricavi sits above your CRM (HubSpot, Salesforce, Microsoft Dynamics): account, deal, and contacts come up, drafted updates go down once the rep approves them. Google Calendar, Outlook, Google Drive, and OneDrive sit alongside.
Google Meet
Microsoft Teams
Zoom
Google Calendar
Outlook
So the pre-call brief lands 30 minutes before each call.
Ricavi sits above your CRM and guides the work at every stage.
- Price objection
- Decision process still open
- Scorecard, 62/100
Calendar
Files- Google Drive
- OneDrive
Connected at onboarding, with your calendar.
HubSpot
Salesforce
Microsoft Dynamics
Not a DIY product. Installed and monitored by sales and technical leaders.
Nothing reaches your CRM until you say yes.
Under the bonnet
Built on how sales is taught, not bolted on.
Your team sells with a method, like MEDDPICC or BANT. Ricavi checks each call against it. Any sales methodology, or build your own. Behind Ricavi are 20 years of the founders’ sales coaching and 5,000+ built-in skills.
The people behind it
Built by builders.
Dave builds companies. Regan builds sales teams. Luigi builds performance.
Built-in skills
5,000+
Each one is a play for one moment in a deal, like handling a price objection or mapping the buying committee.
“I have been working with the team at Ricavi for the last two months and already achieved higher conversion rates and a faster sales cycle.”
Stuart Cook
MD, TWIYO
“
“Ricavi has helped me generate 50% more net new opportunities. Over an 11-week period, I was able to secure 12 new deals, resulting in a 38% increase in our quarterly sales.”
Conor Bell
Account Executive, HubSpot
Meet us before you buy. Watch, read, or join.
Revenue Leaders podcast
Hosted by Luigi, Regan, and Dave
The B2B Sales Playbook
By Luigi and Dave
The live weekly session
Free, in Growth Forum
What Ricavi is
What should sales productivity tools do for a seller?
Sales productivity tools should take the work around each call off your desk. You get a brief before the call and help during it. After it, the notes and a scorecard are ready, and the follow-up and CRM updates wait for you to approve. The test is simple: more of your day with buyers.
- Yes
- Partly
- No
Before the call
Yes: A brief with the account, attendees, and past notes from your CRM.
Partly: Search the CRM and your inbox.
During the call
Yes: Prompts you in the moment, while the buyer is still talking.
No: Notes while you talk, if you can.
No: Recording. No help.
No: No help while the buyer is talking.
After the call
Yes: A scorecard tied to moments in the call, and drafts you approve.
62/100 overall scoreSee the scorecard →
Partly: The notes, the follow-up, and the CRM update, by hand.
No: A summary of what was said. No coaching.
Between calls
Yes: Role-play against an AI-simulated prospect, in a coaching chat already loaded with the call.
Yes: A week later, and only for the calls there’s time to hear.
If you remember one thing
The five things on this page.
1
Ricavi does the writing around each call.
2
Four presses. Ricavi writes the rest.
3
Only you see the sidebar on the call.
4
Nothing reaches your CRM until you say yes.
5
Help before, during, and after each call.
AI sales assistant software does the work around your sales calls. Ricavi is an AI sales call assistant for Google Meet, Microsoft Teams, and Zoom. It emails you a brief before the call and coaches you in a sidebar only you see. Afterwards, it writes the notes and drafts the follow-up and CRM update for you to approve.
Sales productivity tools that give sellers their time back.
Ricavi is an AI sales assistant for your sales calls. You get a brief before each call, coaching while you talk, and the follow-up drafted when you hang up. Nothing is sent until you approve it.