Features
Everything between a new enquiry and a booked conversation.
Reverto is not a tool your team logs into. It is a managed layer that sits between your lead sources, your CRM and your sales team — responding, qualifying, following up and escalating according to rules you approve. These are the capabilities that layer is built from.
Response
Every enquiry answered before it goes elsewhere.
New enquiries receive a contextual reply within seconds, referencing what the person actually asked about — not a generic acknowledgement.
Nights, weekends, holidays and peak periods are covered without adding headcount or rota changes.
Email, SMS, voice, website chat and other approved communication tools, depending on your implementation.
Contact timing follows the recipient's local hours and your approved contact windows.
Enquiries that never reached a person are picked up automatically instead of sitting unworked.
Context
One shared record. No conversation restarts.
Every agent, channel and interaction writes to the same record, so a lead never repeats information they have already given.
Available information is enriched to establish company, role, source and likely fit before the first reply is sent.
An email thread, a text exchange and a phone conversation form one continuous history rather than three disconnected ones.
When one agent passes to another — or to a person — the full context travels with the conversation.
Qualification
Your criteria, applied consistently to every lead.
Qualification questions are written and signed off by your team, then asked the same way every time.
Replies are interpreted rather than pattern-matched, so the next action changes based on what the lead actually said.
Common questions and concerns are answered from an approved library. Anything outside that scope escalates.
Enquiries are screened against your acceptance criteria — service area, case type, ICP, budget, timeline — before a person spends time on them.
Genuine interest is separated from casual enquiry, so your team is only pulled in when it is worth their time.
Persistence
Follow-up that does not depend on anyone's memory.
Follow-up continues well beyond the usual one or two attempts, across approved channels and timing.
Timing and content adjust based on engagement rather than running a fixed sequence regardless of response.
Old enquiries, closed-lost opportunities, unsold estimates and lapsed customers are re-engaged systematically.
Conversations that went quiet after a quote, demo, consultation or appointment are restarted.
Contact preferences and opt-outs are respected and recorded across every channel.
Booking
Appointments booked into real availability.
Slots are offered against actual availability in your calendar, not a static form.
Automated confirmation and reminder messages reduce avoidable no-shows.
Missed appointments trigger a rebooking conversation instead of a closed record.
When a slot opens, suitable contacts are approached in priority order until it is filled.
Handoff
The right person, with the whole story.
Opportunities route by territory, branch, segment, rota, account ownership or availability — under rules you define.
Your team receives the conversation history, qualification answers, enquiry source and the reason for escalation.
Urgent, sensitive, high-value and out-of-scope conversations are routed to a person immediately.
Contacts, activities, statuses and conversation history are synchronised back into the system you already use.
Oversight
AI handles repetition. People keep authority.
Communication rules, qualification criteria and escalation paths are agreed before anything is activated.
Sensitive workflows, uncertain responses and high-value opportunities can be held for review before sending.
Any lead, conversation, campaign or workflow can be paused, reassigned or handled manually at any time.
Named accounts, existing customers, partners and excluded segments can be removed from automated contact entirely.
Every message, decision, handoff and status change is logged.
Your stack
Built around the systems you already run.
HubSpot, Salesforce, Pipedrive, Zoho and custom CRMs via API.
Website forms, paid campaign lead forms, marketplaces, inboxes, phone, CSV and webhooks.
Google Calendar, Microsoft 365, Calendly, HubSpot Meetings, Gmail, Outlook, approved SMS and voice providers.
Visibility from lead source through conversation to booked opportunity, so you can see which sources and workflows actually produce revenue.
Role-based access, controlled integrations and activity logging, configured to your requirements during implementation.
Integration availability depends on your systems and implementation scope.
What makes it work
The feature most platforms do not have: us.
Every capability on this page exists in some form across other tools. The difference is that Reverto's team configures, operates and improves them for you. There is no platform for your team to learn, no workflows for them to maintain and no internal owner required to keep it running.
- Initial process mapping
- Workflow configuration and launch
- Sequence and messaging optimisation
- Ongoing performance review
Revenue Sprint
See which of these your business actually needs.
In a Revenue Sprint we map your current lead journey, identify where opportunities are being lost and recommend the specific workflows worth implementing first.
No software setup required. Bring your current process, lead sources and CRM details.