Revflow
Revenue orchestration platform

Revflow unifies your CRM, marketing automation, billing, and product data into one revenue graph — then routes every lead, renewal, and at-risk account to the right play automatically. One number leadership trusts. One workflow the whole GTM team runs on.

  • Live on your stack in 2 weeks
  • No rip-and-replace of your CRM
  • SOC 2 Type II + SSO
$ npx create studio
→ resolving design system…
✓ tokens compiled
✓ deployed to production

The revenue stack behind 400+ GTM teams

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The revenue graph

Every system you sell with,stitched into one record.

Your CRM says one thing, the billing system says another, and product analytics is a tab nobody opens. Revflow resolves all of it into a single live model of every account — so the number in the standup, the board deck, and the AE's screen finally agree.

Unified revenue graph

Connect Salesforce, HubSpot, your billing system, and your product warehouse once. Revflow de-dupes, matches, and resolves every account into one canonical record — no more 'which Acme is the real Acme.'

Two-way sync, not a dashboard

Changes flow both ways. Update a stage, owner, or close date in Revflow and it writes back to the source system instantly — so reps never leave the CRM they live in to keep the model honest.

Signals from the whole funnel

Product usage, support tickets, payment events, and email engagement become first-class signals on the account — not buried logs. The data that predicts churn and expansion finally lives where deals are worked.

Attribution that survives an audit

Multi-touch attribution across paid, content, sales, and product-led motions, tied to closed revenue. When the CFO asks which channel actually drove the quarter, you have a defensible answer, not a guess.

Orchestration

Stop routing revenue by hand.

A clean record is only the input. The point is what fires off it. Revflow turns your revenue graph into automated plays that move leads, renewals, and risk to the right person at the right moment — without a single Zap to babysit.

Lead routing that thinks

Score and route inbound by fit, intent, and territory in milliseconds. The right AE gets the right lead with full context attached before the form-fill notification even lands in Slack.

Renewal & churn radar

Health scores blend usage, sentiment, and payment signals to flag at-risk accounts 90 days out — and auto-open a save play for the CSM before the renewal quietly slips away.

Expansion signals, surfaced

When an account crosses a usage threshold or adds seats, Revflow tags the upsell and hands the AE a warm expansion play. The power users who'd renew anyway become the quarter's net-new revenue.

No-code play builder

Drag triggers, conditions, and actions onto one canvas. 'When an enterprise trial hits 80% of activation, alert the AE and book a call' is five clicks, not a quarter-long RevOps ticket.

Forecast you can defend

Roll commit, best case, and pipeline up by rep, team, and segment — weighted by real conversion history, not gut feel. Walk into the board meeting with the same number you showed in Monday's standup.

One workspace for the GTM team

Marketing, sales, and success work the same accounts off the same truth. The handoff from MQL to closed to renewed happens in one system, so nothing falls through the seams between tools.

What revenue teams see in their first two quarters on Revflow

27%
Faster lead-to-opportunity conversion
14%
Lift in net revenue retention
9 hrs
Saved per rep each week on manual updates
8 pts
Tighter forecast accuracy, quarter over quarter
Plays in the wild

The motions teams automate first.

Every Revflow customer starts with a handful of plays that pay for the platform inside a quarter. Here are the ones that get built on day one.

Sales

Speed-to-lead under 60 seconds

Inbound demo request lands, gets scored and routed to the territory AE, and auto-books a meeting — before the prospect closes the tab. Slow follow-up stops costing you the best leads.

Success

Renewal save, 90 days out

Falling usage plus a support escalation trips the health score. Revflow opens a save play, loops in the CSM, and assembles the account's risk timeline so the conversation starts informed.

Growth

PLG-to-sales handoff

A self-serve account crosses an activation and seat threshold, flips to sales-assisted, and routes to an AE with the full usage story attached — no product-qualified lead left sitting in a report.

RevOps

Pipeline hygiene on autopilot

Stale deals with no activity get flagged, nudged, or pushed for review automatically — so the forecast reflects deals that are actually moving, not the wishful ones nobody closed out.

Marketing

Multi-touch revenue report

Every campaign touch ties to closed revenue across the whole journey. The monthly 'which channel worked' question becomes a saved view, not a week of spreadsheet archaeology.

Sales

Expansion alert to AE

Usage spikes past a threshold and Revflow surfaces the upsell, hands the AE a warm expansion play, and tracks it to closed-won — turning silent power users into net-new revenue.

Customers

Revenue leaders who stopped reconciling by hand.

We were reconciling Salesforce, the billing system, and a product dashboard by hand every Monday. Revflow gave us one number we actually trust — our forecast accuracy went from a running joke to within a few points two quarters straight.

P
Priya Raman
VP RevOps, Tideway

The renewal radar is the feature that sold the room. It flagged a seven-figure account 80 days before the renewal, we ran the save play, and we kept it. That one catch paid for Revflow for the year.

M
Marcus Hale
Chief Revenue Officer, Northgate

My reps used to spend Fridays updating the CRM instead of selling. Now the record updates itself and routing just works. We closed our fastest quarter ever and nobody touched a spreadsheet to do it.

E
Elena Vasquez
Head of Sales, Cobalt Labs
Pricing

Priced by revenue under management, not per seat.

Everyone on the GTM team gets a seat — marketing, sales, success, ops. You're charged on the pipeline Revflow orchestrates, so the price scales with the value, not the headcount.

Growth

For teams unifying their first revenue stack.

$1,200/mo
  • Up to $10M revenue under management
  • Unlimited GTM seats
  • 3 connected systems
  • Revenue graph + two-way sync
  • Lead routing & 10 active plays
  • Email & chat support
Most popular

Scale

For revenue orgs running every motion at once.

$3,500/mo
  • Up to $75M revenue under management
  • Unlimited connected systems
  • Unlimited plays & automations
  • Renewal radar + expansion signals
  • Multi-touch attribution & forecasting
  • Priority support + 99.9% SLA

Enterprise

For complex orgs with security and scale needs.

Custom
  • Unlimited revenue under management
  • Custom data models & warehouse sync
  • SSO, SCIM & field-level permissions
  • Audit logs & data residency
  • Dedicated RevOps architect
  • White-glove migration & onboarding

The questions every RevOps lead asks first.

Do we have to replace our CRM?

No. Revflow sits on top of the CRM you already run — Salesforce, HubSpot, or both — and syncs two ways. Reps keep working where they always have; Revflow keeps the model honest underneath and writes changes back automatically.

How long does implementation take?

Most teams are live on their core systems within two weeks. We connect your CRM, billing, and product data, resolve your accounts into one graph, and ship your first three plays with a dedicated implementation lead — no quarter-long services engagement.

What systems does Revflow connect to?

Native two-way connectors for Salesforce, HubSpot, Stripe, Chargebee, Segment, Snowflake, Marketo, and Slack, plus an open API and webhooks. If revenue data lives in it, Revflow can read it, resolve it, and act on it.

How is this different from a BI dashboard?

Dashboards tell you what happened. Revflow acts on it. The revenue graph isn't a report you read on Monday — it's a live model that routes leads, opens save plays, and surfaces expansion automatically, the moment the signal fires.

Who on the team actually uses it?

All of GTM. Marketing builds attribution and routing, sales lives in the unified account view and forecast, success runs renewal and health plays, and RevOps owns the play builder. One workspace, one source of truth, every seat included.

How does Revflow handle our data security?

Revflow is SOC 2 Type II certified and GDPR compliant, with encryption in transit and at rest, SSO and SCIM provisioning, field-level permissions, full audit logs, and data-residency options on Enterprise.

See your whole revenue engine in one place.

Book a 30-minute demo and we'll map your live pipeline into Revflow on the call — your systems, your accounts, your forecast. No slideware, no discovery maze.