AI agents that move every lead forward.
RevDesk responds, follows up, qualifies, books, and updates your CRM. Your team steps in when the lead is ready.
From first response to qualified handoff.
Every new lead gets an immediate response
RevDesk picks up the lead with the source, customer, and opportunity context already attached. It calls or messages while interest is still high.
- Lead arrives
- Context loaded
- First response sent
The conversation continues after no answer
A missed call does not end an opportunity. RevDesk follows up across the channels you enable without making the customer start over.
- Call attempted
- Message sent
- Reply captured
Every lead is qualified and the next step is booked
RevDesk answers questions, checks fit, handles scheduling, and routes exceptions to the right person.
- Interest confirmed
- Fit qualified
- Appointment booked
Your CRM is ready before your team steps in
Every call, message, answer, appointment, owner, and next action is written back as the work happens.
- Activity logged
- Record updated
- Full history handed off
AI agents that are fully customizable.
Set working hours, consent rules, allowed actions, approval points, and the moment each agent should bring in a person.
Working hours and allowed channels
Actions the agent can complete
Approval and human handoff points
Everyone sees the same customer and next step.
- RepsStart with a qualified customer and the full history.
- ManagersSee the work, outcome, owner, and next step.
- OperatorsReuse the same playbook across locations.
Before you decide.
What can an AI agent do?
An agent can respond, follow up, answer approved questions, qualify, schedule, update records, and hand work to a person.
The exact job and allowed actions are configured before launch.
When does a person take over?
You choose the qualification, exception, approval, transfer, and callback rules.
The person receives the customer, conversation, outcome, and next step together.
Does the agent update our CRM?
RevDesk can update deals or a connected CRM with activity, appointments, ownership, qualification, and next actions.
We confirm the exact fields and writeback scope before launch.
Which channels can an agent use?
An agent can work across supported voice, SMS, iMessage, WhatsApp, and email workflows.
Availability depends on the account, number, country, consent, and approved use case.
Trusted by growing businesses
Every rooftop
One shared view
Every lead
Answered and logged
DeMontrond Auto Group
Automotive
20
Warm provider leads
1 week
Campaign length
Somo Financial Group
Provider outreach
$44
Per qualified lead
12,000
Conversations handled
Bluegrass Lending Group
Commercial lending
Every weekend
Walk-throughs booked
Same day
Every reply
Camperland RV
Specialty vehicles
More bids won
On projects worth building
One thread
Per customer
Coastal Builders
Home improvement
More founders
Reached to signup
Same day
Answers for applicants
UC Berkeley SCET
Education
See an AI agent work one of your real lead flows.
Bring the lead, list, or follow-up job. We’ll show what the agent handles, what it completes in the CRM, and when your team steps in.
- One repeatable job
- The CRM work it completes
- The exact human handoff
