Company

Case Studies

Services

Pricing

Learn

Let's Talk

New

Maximize Your Revenue with
AI-Powered Solutions.

We audit your Marketing, Sales, and Customer Success through your CRMs using AI, so you can unlock hidden revenue.

Get an Audit

See How It Works

$50M

TakeRev has helped companies recover over $50 million in missed revenue

How it works

How we help you unlock revenue with AI

CRM Data Extraction

We connect and extract everything from your CRM

Deals & Pipeline
Extract every deal, stage, amount, and close date:
Request more
Contacts & Companies
Pull all contacts, lifecycle stages, and company data.
Request more
Activities & Engagement
Calls, emails, meetings, notes and every touchpoint.
Request more
Extract custom fields, tags, and internal notes your team created.
Automation to your customer chat systems.
Request more

Step 1.

Connect Your CRM

Read-only access. Live in 24 hours. Zero disruption.

Revenue Intelligence Analysis

AI scans every record to find what's broken

Revenue Leaks

$2.3M stalled pipeline found

Conversion at 14% & benchmark is 28%

Churn Signals

3 early-warning patterns detected

Lead Response — Avg. 47 hrs

Dead Deals

34% untouched in 60+ days

Step 2.

AI-Powered Diagnosis

We analyze 1,000–1,000,000+ records and surface 30–50 findings.

Revenue Intelligence Report

Your action plan, prioritized by revenue impact

Quick Win

Strategic

Long-term

Revenue Leak Findings

Top issues draining your pipeline:

Fix lead routing — $340K at risk

Re-engage 127 dormant deals — $890K

MQL→SQL conversion at 14% (target: 28%)

Sales rep follow-up gap: avg. 47 hours

34% of pipeline untouched in 60+ days

Top channel ROI misattributed by 23%

3 deals stuck in wrong stage for 90+ days

Step 3.

Action Plan + Execution

The report, the debrief, and our team helping you implement.

The Platform

Six Intelligence Modules. One Revenue Platform.

Revenue Leak Detection. We map your entire lead-to-close journey and pinpoint exactly where deals stall, drop off, or die.

$2.3M stalled in Stage 3

34% of deals untouched 60+ days

Lead response avg: 47 hours

Revenue Leak Detection. We map your entire lead-to-close journey and pinpoint exactly where deals stall, drop off, or die.

$2.3M stalled in Stage 3

34% of deals untouched 60+ days

Lead response avg: 47 hours

Revenue Leak Detection. We map your entire lead-to-close journey and pinpoint exactly where deals stall, drop off, or die.

$2.3M stalled in Stage 3

34% of deals untouched 60+ days

Lead response avg: 47 hours

Sarah Chen
Closed $420K this quarter
Tom Luke
34% win rate (team avg: 22%)
Kate
Churn Scaling to 70%

David Ruiz
12 deals stuck in Stage 3
Emma Walsh
8 deals no activity in 45 days
Badger
MQLs to SQLs Drop

Chris Lake
Avg. response time: 3.2 hrs
John Park
6 churned accounts last quarter
Julie Mora
0 deals closed, 28 open

Rep & Team Performance. See who's crushing it and who needs help. We benchmark every rep's velocity, win rate, and response time against the team so you coach with data, not gut feel.

Sarah Chen
Closed $420K this quarter
Tom Luke
34% win rate (team avg: 22%)
Kate
Churn Scaling to 70%

David Ruiz
12 deals stuck in Stage 3
Emma Walsh
8 deals no activity in 45 days
Badger
MQLs to SQLs Drop

Chris Lake
Avg. response time: 3.2 hrs
John Park
6 churned accounts last quarter
Julie Mora
0 deals closed, 28 open

Rep & Team Performance. See who's crushing it and who needs help. We benchmark every rep's velocity, win rate, and response time against the team so you coach with data, not gut feel.

Sarah Chen
Closed $420K this quarter
Tom Luke
34% win rate (team avg: 22%)
Kate
Churn Scaling to 70%

David Ruiz
12 deals stuck in Stage 3
Emma Walsh
8 deals no activity in 45 days
Badger
MQLs to SQLs Drop

Chris Lake
Avg. response time: 3.2 hrs
John Park
6 churned accounts last quarter
Julie Mora
0 deals closed, 28 open

Rep & Team Performance. See who's crushing it and who needs help. We benchmark every rep's velocity, win rate, and response time against the team so you coach with data, not gut feel.

Pipeline Intelligence. Know your real number before the quarter ends. We analyze deal velocity, win rates, and stage duration to separate real pipeline from fiction.

CRM Data Extraction. We connect via read-only API and extract every object in your HubSpot or Salesforce. 1,000 to 1,000,000+ records per client.

Extraction Engine

Scanning CRM objects...

Data Sources:

Deals & Pipeline

Contacts & Lifecycle

Companies & Segments

Activities & Calls

Custom Properties

Notes & Attachments

Tickets & Support

Extraction Engine

Scanning CRM objects...

Data Sources:

Deals & Pipeline

Contacts & Lifecycle

Companies & Segments

Activities & Calls

Custom Properties

Notes & Attachments

Tickets & Support

CRM Data Extraction. We connect via read-only API and extract every object in your HubSpot or Salesforce. 1,000 to 1,000,000+ records per client.

Extraction Engine

Scanning CRM objects...

Data Sources:

Deals & Pipeline

Contacts & Lifecycle

Companies & Segments

Activities & Calls

Custom Properties

Notes & Attachments

Tickets & Support

REVENUE IMPACT

$4.2M

WON

$1.8M

AT RISK

$2.4M

Stalled Deals
$890K
Slow Response
$540K
Churn Risk
$420K
Expansion Opp
$310K
Quick Wins
$240K
Training
$1680
Support
$2190

Revenue Analytics. See your revenue broken down by risk level, source, and action required not just a dashboard, a diagnosis.

REVENUE IMPACT

$4.2M

WON

$1.8M

AT RISK

$2.4M

Stalled Deals
$890K
Slow Response
$540K
Churn Risk
$420K
Expansion Opp
$310K
Quick Wins
$240K
Training
$1680
Support
$2190

Revenue Analytics. See your revenue broken down by risk level, source, and action required not just a dashboard, a diagnosis.

REVENUE IMPACT

$4.2M

WON

$1.8M

AT RISK

$2.4M

Stalled Deals
$890K
Slow Response
$540K
Churn Risk
$420K
Expansion Opp
$310K
Quick Wins
$240K
Training
$1680
Support
$2190

Revenue Analytics. See your revenue broken down by risk level, source, and action required not just a dashboard, a diagnosis.

Customer
TakeRev AI
Customer

Ask anything about your revenue data...

Ask Your CRM Anything. Chat with your revenue data and get instant answers. Pipeline, churn, rep performance, conversion rates just ask.

Customer
TakeRev AI
Customer

Ask anything about your revenue data...

Ask Your CRM Anything. Chat with your revenue data and get instant answers. Pipeline, churn, rep performance, conversion rates just ask.

Customer
TakeRev AI
Customer

Ask anything about your revenue data...

Ask Your CRM Anything. Chat with your revenue data and get instant answers. Pipeline, churn, rep performance, conversion rates just ask.

Case study

How Businesses Use Our AI to Scale Faster

Automated internal workflows and reporting systems. Saved 4+ hours daily and reduced manual errors by 60%.

selective focus photography of people sits in front of table inside room

people sitting on chair in front of laptop computers

a man wearing a headset sitting in front of a computer

Automated internal workflows and reporting systems. Saved 4+ hours daily and reduced manual errors by 60%.

Why Us

Built Different
From Day One

Fast Delivery.

From CRM access to full report in 14 days.

Fast Delivery.

From CRM access to full report in 14 days.

Fast Delivery.

From CRM access to full report in 14 days.

Save Big.

A fraction of what consultants charge.

Quick Setup.

Connected in 24 hours.

Save Big.

A fraction of what consultants charge.

Quick Setup.

Connected in 24 hours.

Deep Insights.

30–50 findings per audit.

Precision First.

AI reads every single record.

Deep Insights.

30–50 findings per audit.

Precision First.

AI reads every single record.

Any Scale.

Works from 1K to 1M+ CRM records.

Any Scale.

Works from 1K to 1M+ CRM records.

Any Scale.

Works from 1K to 1M+ CRM records.

Testimonial

Clients Who’ve Seen the Difference

Daniel Roy
Manager, BrightStack
"They found $2.3M in stalled pipeline we had no idea existed. We closed $400K of that in the first 60 days."
Rhea D’Souza
Founder, Studio Rhea
"We thought our pipeline was healthy. The report showed 34% of deals hadn't been touched in 60+ days. Eye-opening."
Michael Evans
Marketing Lead, Nova
"We had no idea which channel actually drove revenue. The report showed organic was 3x more profitable than paid. Changed our entire budget."
Priya Sharma
CEO, Loop Studio
"Our real churn was 27%, not the 19% we reported. After their recommendations, it dropped to 18% in one quarter."
Arjun Mehta
Founder, VerseMedia
"MQL to SQL went from 14% to 23% in 90 days. The diagnostic paid for itself before the debrief call ended."

Daniel Roy
Manager, BrightStack
"They found $2.3M in stalled pipeline we had no idea existed. We closed $400K of that in the first 60 days."
Rhea D’Souza
Founder, Studio Rhea
"We thought our pipeline was healthy. The report showed 34% of deals hadn't been touched in 60+ days. Eye-opening."
Michael Evans
Marketing Lead, Nova
"We had no idea which channel actually drove revenue. The report showed organic was 3x more profitable than paid. Changed our entire budget."
Priya Sharma
CEO, Loop Studio
"Our real churn was 27%, not the 19% we reported. After their recommendations, it dropped to 18% in one quarter."
Arjun Mehta
Founder, VerseMedia
"MQL to SQL went from 14% to 23% in 90 days. The diagnostic paid for itself before the debrief call ended."

Daniel Roy
Manager, BrightStack
"They found $2.3M in stalled pipeline we had no idea existed. We closed $400K of that in the first 60 days."
Rhea D’Souza
Founder, Studio Rhea
"We thought our pipeline was healthy. The report showed 34% of deals hadn't been touched in 60+ days. Eye-opening."
Michael Evans
Marketing Lead, Nova
"We had no idea which channel actually drove revenue. The report showed organic was 3x more profitable than paid. Changed our entire budget."
Priya Sharma
CEO, Loop Studio
"Our real churn was 27%, not the 19% we reported. After their recommendations, it dropped to 18% in one quarter."
Arjun Mehta
Founder, VerseMedia
"MQL to SQL went from 14% to 23% in 90 days. The diagnostic paid for itself before the debrief call ended."

Comparison

Traditional way vs
TakeRev way

Traditional Way

TakeRev Way

Traditional way

You build dashboards nobody reads

Consultants interview, never touch data

$200K+ for a Big Four engagement

Reports take 3–6 months to deliver

Generic frameworks, not your data

RevOps team buried in tool maintenance

Insights expire before anyone acts

No one connects Marketing to Sales data

Churn analyzed after customers leave

Pipeline reviewed monthly, not daily

Notch automation

AI reads every record in your CRM

30–50 validated findings per audit

Starts at $2.5K, not $200K

Full report delivered in 14 days

Custom analysis from your actual data

Your team focuses on execution, not reports

Insights come with an action plan

Full funnel view: Marketing + Sales + CS

Churn patterns detected before they hit

Pipeline scored daily by AI

FAQs

Frequently Asked Questions

Got a specific question? Contact us

What exactly do you extract from our CRM?

Do you need admin access to our CRM?

What kind of companies is this built for?

Does our team need to do anything?

What happens after we get the report?

FAQs

Frequently Asked Questions

Got a specific question? Contact us

What exactly do you extract from our CRM?

Do you need admin access to our CRM?

What kind of companies is this built for?

Does our team need to do anything?

What happens after we get the report?

FAQs

Frequently Asked Questions

Got a specific question? Contact us

What exactly do you extract from our CRM?

Do you need admin access to our CRM?

What kind of companies is this built for?

Does our team need to do anything?

What happens after we get the report?

Ready to See What Your CRM Is Really Telling You?

Book a free call

Ready to See What Your CRM Is Really Telling You?

Book a free call

Ready to See What Your CRM Is Really Telling You?

Book a free call

We analyze 5,000–50,000+ records and surface 30–50 findings.

The report, the debrief, and our team helping you implement.

Maximize Your Revenue with AI-Powered Solutions.

TakeRev has helped companies recover over $50 million in missed revenue

How we help you unlock revenue with AI

Six Intelligence Modules. One Revenue Platform.

How Businesses Use Our AI to Scale Faster

Built Different From Day One

Clients Who’ve Seen the Difference

Traditional way vs TakeRev way

Frequently Asked Questions

Frequently Asked Questions

Frequently Asked Questions

Ready to See What Your CRM Is Really Telling You?

Ready to See What Your CRM Is Really Telling You?

Ready to See What Your CRM Is Really Telling You?

Maximize Your Revenue with
AI-Powered Solutions.

Built Different
From Day One

Traditional way vs
TakeRev way