Platform overview

Revenue Sol is an all-in-one AI CRM built for US local home-service businesses. This page gives you a quick tour of every major area so you know where to go for each part of your day. You can reach the full app at app.revenuesol.com, and a no-login walkthrough is always available at demo.revenuesol.com.

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Inbox

The unified Inbox brings calls, SMS, email, and web-form leads into one conversation view, so your whole team sees every customer thread in one place. Your AI Employee can auto-reply across channels using credits and a Knowledge Hub trained on your website and FAQs, while your 24/7 AI receptionist answers calls and texts and books jobs around the clock.

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CRM

The CRM is the home for your customer data: contacts, leads, tasks, notes, and tags or segments. Pipelines and lead stages let you track every opportunity from first contact to won, so nothing slips through the cracks as your book of business grows.

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Jobs & calendar

Jobs covers everything in the field: create a job, assign it on the dispatch board, optimize routing, and schedule crews on the calendar. Customers can book themselves through online booking, and automatic reminders cut down on no-shows.

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Quotes

Build professional quotes and estimates from your products and pricing catalog, then send them so customers can review, approve, and e-sign online. Approved quotes flow straight into jobs and invoices, keeping your sales-to-service handoff fast and clean.

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Payments

Invoicing and payments run on Stripe and support text-to-pay, card payments, payment links, recurring payments, and refunds. Getting paid is as simple as texting a link your customer can tap.

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Reviews

The Reputation area automatically sends Google review requests after a job and drafts AI-written replies you can approve, plus monitors incoming reviews. More reviews and faster responses help you win more local search visibility.

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Campaigns & automations

Run SMS and email campaigns with A/B testing, and use the automations engine to set up triggers and ready-made recipes that handle follow-up for you. Together they keep leads warm and customers coming back without manual effort.

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Analytics

Analytics gives you pipeline and communication reports alongside web analytics powered by Google Search Console and GA4, so you can see what’s driving leads and where revenue comes from.

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Settings

Settings is where you connect your own Twilio or RingCentral phone number, link integrations like Stripe, QuickBooks, Google Business Profile, Retell, and Meta, manage your team, and configure billing. Calls and texts are billed at carrier cost with no markup.

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Next steps