reverto
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PRODUCT

Everything between a new enquiry and a booked conversation.

Reverto is a managed layer between your lead sources, CRM and sales team. We run it for you rather than ask you to configure it. It responds, qualifies, follows up and escalates according to rules you approve.

SEE THE WORKFLOWS
The Reverto dashboard, showing leads, meetings and recent AI activity.

Response

Every enquiry answered
before it goes elsewhere.

Instant first response

New enquiries receive a contextual reply within seconds, referencing what the person actually asked about instead of sending a generic acknowledgement.

Always active

Nights, weekends, holidays and peak periods are covered without adding headcount or rota changes.

Multi-channel

Email, SMS, voice, website chat and other approved communication tools, depending on your implementation.

Unanswered Call & form recovery

Enquiries that never reached a person are picked up automatically instead of sitting unworked.

Time zone aware

Contact timing follows the recipient's local hours and your approved contact windows.

Context

One shared record.
No Conversation restarts.

01

Shared lead record

Every agent, channel and interaction writes to one record, so nobody asks a question the lead has already answered.

02

Enrichment

Available information is enriched to establish company, role, source and likely fit before the first reply is sent.

03

Cross-channel history

An email thread, a text exchange and a phone conversation form one continuous history rather than three disconnected ones.

04

Context-preserving handoffs

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.

Approved question sets

Written and signed off by your team, asked the same way every time.

Response interpretation

Replies are interpreted, not pattern matched. The next action follows what the lead actually said.

Objection handling within scope

Common questions are answered from an approved library; anything outside it escalates to a person.

Fit screening

Screened against your acceptance criteria (service area, case type, ICP, budget and timeline) before a person spends time.

Intent signals

Genuine interest is separated from casual enquiry before your team is pulled in.

Follow-up

Follow-up that does not
depend on anyone's memory.

01

Multi-touch sequences

Follow-up continues past the usual one or two attempts, across the channels a contact actually responds on.

02

Adaptive cadence

Timing and content adapt to engagement, not a fixed sequence.

03

Dormant record reactivation

Old enquiries, closed-lost deals, unsold estimates and lapsed customers are re-engaged systematically.

04

Stalled opportunity recovery

Conversations that went quiet after a quote, demo or appointment are restarted.

05

Recurring re-contact triggers

A renewal, X-date, treatment interval or lease end puts the contact back in play on the date it becomes relevant.

06

Opt-out handling

Preferences and opt-outs are respected and recorded across every channel.

Booking

Appointments booked into
real availability.

Live calendar booking

Slots are offered against real availability, not a static form.

Confirmations and reminders

Automated reminders reduce avoidable no-shows.

No-show and cancellation recovery

A missed appointment triggers a rebooking conversation, not a closed record.

Waitlist and gap filling

When a slot opens, suitable contacts are approached in priority order until it is filled.

Routing

The right person, with the
whole story.

01

Rules-based routing

By territory, branch, segment, rota, account ownership or availability, using rules you define.

02

Context-rich handoff

Your team receives the history, qualification answers, source and reason for escalation.

03

Escalation triggers

Urgent, sensitive, high-value and out-of-scope conversations reach a person immediately.

04

CRM write-back

Contacts, activities, statuses and history sync back into the system you already use.

Reporting

See which
source actually pays.

Source to booked opportunity

From lead source through to the booked conversation, see which sources actually produce revenue.

Conversation-level record

History, answers, source and escalation reason sit on the record, not behind a status field.

Pipeline movement

What arrived, what was worked, what booked and what was disqualified, for any period.

Reviewed, not just reported

Timing, wording and qualification rules are refined against results on an agreed cadence.

Governance

AI handles the repetition.
People keep the authority.

Approved playbooks

Rules, criteria and escalation paths are agreed before anything activates.

Human review queues

Sensitive workflows and high-value opportunities can be held for review before sending.

Confidence score on every draft

Every draft carries a confidence score; low confidence routes to a person.

Pause and override

Any lead, conversation or workflow can be paused or handled manually at any time.

Suppression lists

Named accounts, customers, partners and excluded segments are removed from automated contact.

Full audit trail

Every message, decision, handoff and status change is logged.

Why it keeps paying

The reason to make contact comes back around.

Working a dormant list once is a project. The system is the calendar underneath it.

When a contact becomes relevant again, Reverto follows up on every record and every cycle, for as long as the engagement runs.

Health Care

The annual review or screening interval that quietly lapsed.

View Playbook

Real estate

Purchase anniversary, rate movement, an expired listing

View Playbook

Home Service

The service interval and seasonal changeover — and the quote that was never chased.

View Playbook

Insurance

The X-date on every policy, worked before the incumbent renews it quietly

View Playbook

Multi family

The lease end date, worked before notice lands

View Playbook

Recruitment

A new requisition that matches a candidate you already know

View Playbook

INTEGRATION

Built around the systems you already run.

No migration. No new platform to learn. Reverto connects through native integrations, APIs and managed workflows.

  • HubSpot
  • Salesforce
  • Gmail
  • Zoho
  • Pipedrive
  • Twilio
  • Outlook
  • Slack
  • Zapier
  • Reverto
01

CRM connections

HubSpot, Salesforce, Pipedrive, Zoho and custom CRMs via API.

02

Lead sources

Website forms, paid lead forms, marketplaces, inboxes, phone, CSV and webhooks.

03

Industry systems

Agency, practice and patient management, property, field service and applicant tracking systems.

04

Calendars and communication

Google Calendar, Microsoft 365, Calendly, Gmail, Outlook and approved SMS and voice providers.

05

Security controls

Data residency, retention, access controls and security reviews agreed at implementation.

Integration availability depends on your systems and implementation scope.

SECURITY

Designed with security and control in mind.

Consent capture and records

Captured at the point of contact, stored against the record and available in the audit trail.

Opt-out handling

Opt-outs are honored immediately, across every channel.

A2P 10DLC registration

SMS traffic is registered and sent on compliant routes.

AI disclosure when asked

If asked, the assistant states that it is AI.

Role-based access

People see only the records their role requires.

Instant pause

Any workflow, campaign or conversation can be paused immediately.

Quiet hours and Time zone rules

Messaging respects the contact's local quiet hours, not yours.

Full audit logs

Every message, draft, decision and status change is logged.

Human escalation paths

Defined rules move a conversation to a named person, full history attached.

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What makes it work

The feature most platforms do not have: us.

Other tools offer similar capabilities. Reverto configures, runs and improves them for you. There is no platform to learn, workflows to maintain or internal owner required.

A managed engagement includes:

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 capabilities and workflows worth implementing first.

No software setup required. Bring your current process, lead sources and CRM details.

Reverto

Leads in.
Meetings out.

Book a Revenue Sprint and we'll show you what's recoverable in your existing database.