How It Works
Each stage of the Revmai journey removes friction, captures intelligence and moves your commecial team forward with less effort and more confidence
01 - Define Your ICP
Build your Ideal Customer Profile with AI guidance from ROSIE. Define industry, geography, revenue range, tech stack, job titles, and seniority. Connect your CRM or upload existing client lists for instant enrichment.
Industry, geography, and revenue filters
Tech stack and job title targeting
Seniority and buying committee mapping
CRM connection and client list upload
AI guidance from ROSIE at every step
Upload your customer base - Revmai will derive your ICP
02 — Prospect & Enrich
Search for prospects matching your ICP, build targeted lists, and automatically enrich contacts with verified email addresses, phone numbers, employment history, and social signals.
Automated prospect discovery
Email and phone number verification
Social signal monitoring
Contact enrichment with verified data
Employee history capture
List management and segmentation
03 — Lead Hub
All leads flow into Lead Hub -Revmai’s intelligence layer, Every contact record holds meeting history, campaign activity, call logs, deal linkage, and ROSIE Insights: AI-Generated summaries of what matters most.
360° contact profiles
Campaign and outreach tracking
ROSIE Insights — AI summaries
Meeting and call history
Deal linkage and progression
Company-level account overview
04 — AI-Powered Outreach
Revmai uses Lead Hub intelligence to generate hyper-personalised outreach sequences. Define cadence, email tone, and messaging logic. Automatic responses, follow-up assistance, and calender scheduling included.
Hyper-Personalized email sequences
Follow-Up automation
Email tone and voice configuration
Cadence and timing management
Automatic response handling
Calendar and meeting scheduling
05 — Better Conversations
Arrive prepared. Revmai generates meeting prep notes, records and transcribes calls, provides real-time coaching and live suggestions, handles objections, and generates follow-up actions automatically.
AI-Generated meeting prep notes
Automatic follow-up generation
Real-time call coaching and suggestions
Objection handling support
Call recording and transcription
Engagement quality insights
06 — Deal Acceleration & Proposal
Capture next steps from every meeting. Generate proposals, get pricing support, request internal approvals automatically, schedule presentations, and track progress all from one connected workflow.
Automatic next-step capture
Pricing support and configuration
Presentation scheduling
AI-Powered proposal generation
Internal approval automation
Deal progress tracking
07 — Frictionless Closing
When the proposal is accepted, Revmai generates the contract, flags clause changes seen before, highlights precedents, speeds up negotiation, sends via DocuSign, and politely chases within agreed rules.
Contract generation from proposal
Clause change intelligence
Precedent and approval history
DocuSign integration
Negotiation support
Automated progress chasing
08 — Onboarding
After signature, Revmai supports internal onboarding with finance and operations, coordinates external onboarding with the customer, manages handoffs, and ensures the journey is completed with confidence.
Internal onboarding coordination
Finance and operations support
Customer onboarding management
Sign-off tracking
Journey completion monitoring
Handover documentation
Revmai's analytics layer gives commercial leaders a real-time view across every stage of the pipeline. Track conversion rates, time-in-stage, team performance, outreach effectiveness, proposal win rates, and revenue velocity — all in one place. No spreadsheets. No chasing updates. Just the numbers that matter, when you need them.
Book a personalised demo and we'll walk you through how Revmai would work for your commercial team.
