Automation
Define a segment of businesses with filters, pick an action — send a message, convert to leads, or start a follow-up workflow — and let Revio run it automatically, every day.
How it works
Every automation follows the same simple logic: who to target, what to do and when. Build it once and it runs on its own.
Use the same filters as the directory — industry, city, size, status — to capture exactly the businesses you want.
Send a message, convert the businesses into leads, or start a follow-up workflow. One automation, one clear action.
Run it once manually, or set it to repeat every day or hour. Enable "backfill" to include existing businesses too.
Actions
Three action types cover the whole flow — from first touch to a lead assigned to your team.
Email, WhatsApp or SMS from a ready-made template. Pick the channel and let Revio send it to every matching business.
Turn filtered businesses into CRM leads and assign them automatically — to a specific user, via round-robin or automatically.
Drop matching businesses into a follow-up workflow, at the stage you choose, for multi-step sequences that run in the background.
Targeting & schedule
A live count of the businesses that match your filters, plus a schedule that runs the automation on its own — every day or every hour.
Build your first automation in minutes — filter, act, run. Start free.