Safe evaluation for revenue teams

Start safely with Revimize

Evaluate AI revenue judgement without a full system rollout on day one. Start with selected, redacted or anonymised pipeline data, or move into a connected pilot when your team is ready.

  • No CRM required to start
  • EU Azure hosting
  • Dedicated customer tenant
  • Encrypted in transit and at rest
Two ways to evaluate Revimize

Choose the starting point that fits your team

Revimize gives revenue teams two practical ways to evaluate the platform before wider rollout.

Lowest-friction start

No CRM connection required

Start with a structured pipeline export or selected opportunity data. Revimize returns judgement on which deals are sound, fragile, or high risk — why, and what to do next.

Best for

First-time evaluation; teams not ready to connect Salesforce or HubSpot; companies that want redacted or limited data first; revenue leaders who want a safe first step.

What you provide

Selected opportunity fields; pipeline export or structured deal data; optional context like stage, forecast category, next step, stage age, or activity level; redacted or anonymised data if preferred.

What Revimize delivers

Pipeline risk analysis; deal classification: Sound, Fragile, High Risk; explanation of risk drivers; recommended next actions; initial view of pipeline and forecast quality.

Deeper live evaluation

Controlled read-only access where possible

Run a connected pilot with ongoing monitoring of live pipeline and revenue signals in a controlled environment with scoped access, defined permissions, and a dedicated customer tenant.

Best for

Deeper product evaluation; ongoing live monitoring; teams ready to test Revimize in real workflows; organisations evaluating forecast integrity over time.

What access looks like

Read-only access where possible; clearly defined pilot scope; controlled permissions; dedicated and protected customer tenant; agreed data sources and evaluation period.

What Revimize delivers

Ongoing pipeline monitoring; live deal judgement updates; forecast and pipeline risk visibility; emerging risk detection; recommended actions over time.

Which option is right for you?

Early AnalysisConnected Pilot
CRM connectionNot requiredControlled read-only access where possible
Data requiredSelected or redacted pipeline dataScoped live pilot data
Setup effortLowModerate
Best forFirst evaluationDeeper real-world testing
OutputPipeline judgement reportOngoing monitoring and live risk updates
Trust requirementLowestControlled and scoped

How early analysis works

01

Provide selected data

Upload a structured pipeline export or selected opportunity fields; names and sensitive information can be removed.

02

Revimize analyses the pipeline

Evaluates deal structure, risk signals, execution gaps, and forecast quality.

03

Receive a judgement report

See which deals are sound, fragile, or high risk, with the reasons behind each judgement.

04

Decide the next step

Continue with Revimize, run a deeper pilot, or connect live systems.

Designed to reduce data risk

Revenue data is commercially sensitive; teams can start small, prove value, and expand only when ready. Revimize runs on EU-based Microsoft Azure hosting centres. Each customer has a dedicated and protected tenant, with logical isolation and encryption in transit and at rest. Revimize uses trusted AI providers including OpenAI and Anthropic. Customer data is used to provide the Revimize service and is not used to train public AI models. Pilot-entered data is deleted after the pilot unless otherwise agreed.

Security

No CRM required to start

Start with selected, redacted or anonymised pipeline data.

Dedicated customer tenant

Each customer runs in a dedicated and logically isolated tenant.

EU Azure hosting

Hosted in EU-based Microsoft Azure data centres.

Encrypted data

Encryption in transit and at rest keeps data protected.

Controlled pilot access

Read-only access where possible with scoped permissions.

Pilot data deletion

Pilot-entered data is deleted after the pilot unless agreed otherwise.

Evaluate Revimize without overcommitting access

Start with a secure pipeline analysis, then move to a connected pilot only when your team is ready.