Now in beta — local digital agencies

Your agency's revenue cycle,
finally connected.

Most agencies run sales, ad ops, and client success as three separate systems. Relvio connects them — so your reps walk into every call prepared, your campaigns stay on strategy, and nothing falls through the cracks.

4hr
Intel refresh cadence
20+
AI-powered features
6
Roles served
Scroll to see the platform, the problem we solve, and request a demo
The problem
Local agency revenue is leaking
from three places at once.
82%
of B2B buyers say sales reps are unprepared when making cold calls — unable to address basic questions or needs.
Source: LinkedIn Sales Research
$1.6M
average annual revenue lost per B2B organization from lack of proper digital selling tools and rep training.
Source: Sales Performance International
3.2×
more client churn in agencies where ad ops and account management operate as disconnected silos.
Source: Relvio Beta Analysis
Who it's built for
One platform.
Every role in your agency.
◎
Sales Reps
AI pre-call briefs, live prospect intel, CRM, and coaching — built specifically for digital agency pipelines.
◈
Ad Operations
Campaign approvals, creative briefs, pacing alerts, and change order tracking in one place.
◉
Account Managers
Client health scores, at-risk alerts, and upsell signals surfaced automatically — before accounts churn.
✦
Agency Owners
Revenue intelligence across every account, rep, and campaign — updated every 4 hours, not quarterly.
Platform walkthrough
See what your team gets
from day one.
Pre-call intel
Campaign ops
Client health
Revenue view
Pre-Call Brief — Apex Dental GroupAI generated · 4hr ago
Google Ads spend$3,200/mo · CTR 4.1%
Site traffic trend▲ 18% month over month
Top competitor running adsDenver Smile Center · 6 active
Gap identifiedMeta not running
Suggested opener"Your Google traffic is up 18% — let's capture that demand on Meta too."
Campaign Operations3 pending approvals
Montana Yard Butler · Spring CreativeApproved
Apex Dental · Meta Ad SetAwaiting client
Peak Medspa · Before/After AdsHIPAA review
Budget pacing · all accountsOn track · 94% utilized
Change orders this month4 approved · $2,400 incremental
Client Health Dashboard2 at-risk accounts
Gallatin RealtyHealth 91 · Renewal in 47 days
Summit HVACMissed 2 check-ins
Big Sky LegalROI 4.2× · Upsell ready
Bridger Bowl OutfittersOnboarding stalled
Upsell opportunities flagged3 accounts · est. $8,400 ARR
Revenue IntelligenceLive · March 2026
Active MRR$28,400
Pipeline · next 30 days$14,200 · 5 opportunities
Average deal close time18 days
Churn risk this quarter2 accounts · $5,600
Top rep this monthSarah K. · 142% of quota
Key outcomes
What actually changes
when you run Relvio.
Reps walk into every call prepared — not guessing
AI-generated briefs pull live data on each prospect's ad spend, web traffic, competitors, and gaps — delivered automatically 4 hours before the call, not the night before when it's too late to act.
Campaign approvals and ops stop falling through the cracks
Every creative brief, approval, pacing alert, and change order tracked in one place — with automatic escalation when deadlines slip and clients go quiet.
Churn and upsell opportunities surface before it's too late
Relvio flags at-risk accounts based on engagement signals and campaign performance — not intuition. Expansion opportunities are identified from live data, not quarterly reviews.
Request a demo
See Relvio in action.

Request a 20-minute walkthrough with your actual agency's data. No pitch deck. No pressure. We respond within one business day.

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