Accelerate your business with an easy, affordable and flexible Sales & Marketing CRM
Organize
Everything about your B2B & B2C customers in one place, including deals, orders, files, notes and tasks.
Segment
Segment your customers and run sales & email campaigns.
Send personalized & timely emails and keep the customer relation strong.
Sell
Manage your sales team performance. Detailed sales reporting & forecasting.
No credit card required
One-on-one, no sales, your needs only
Check latest product updates here
Organize
Organize Leads & Contacts
Qualify Leads
Organize unlimited customers with Tags, Score and Contact Stages
360 Customer Profile
Everything in one place, notes, files, tasks, emails, deals, orders & custom fields
Integrate with 80+ applications
20+ direct integartions and 80+ integrations through Zapier. Check here.
Duplicate Detection
Merge duplicates, Keep your data clean and updated
Bulk Actions
Send Bulk Emails, Export CSV, Bulk Assign Contacts to team
Organize Tasks
Tasks Dashboard
Focus on daily activities, postpone meetings, call customers, send emails, add notes.
Get Notified
When you’re assigned a task or your task was assigned to someone else. Also, receive a today’s Tasks Email.
Connect Calendar
Sync with Google, iCal and more.
Workflow Automation
Generate tasks automatically for daily workflow routines and follow-up routines.
Automatic Reminders
Set reminders on Hot Segments, automatic Tasks will be created.
Segment
Revenue Generating Customer Segments
Quick Start
Enjoy our ready-made segments e.g. new, inactive or loyal customers. Export & import segment templates.
So Many Filters
40+ filters to help you segment based on location, demographics, shopping behavior or custom fields.
Run Sales & Email Campaigns
On any segment, and see revenue generated by this segment. Check last contacted, won, open and lost deals for each customer.
Design Emails like a Pro
Add your Contents
Add text, image, links, style it the way you want. For advanced user, you can edit the HTML code as well.
Email Templates
Choose a visual template that fits the message you want to get across.
Personalize
Dynamic tags to personalize your emails. Tags include customer, order, product, store fields. You can also include products recommendations.
Send one-time & automated Email Campaigns
Send Email Campaigns
Send or Schedule company, product, coupon offer or event updates.
Send Automated Email Campaigns
Welcome new customers, winback inactive ones, or reward loyal customers.
Cross Sell & Up sell
Showcase products to segments of your customers that share specific buyer preferences.
Email Performance Tracking
Insightful metrics on open, click, bounced & unsubscribed rate and more.
Sell
Sales Management, Reporting & Forecasting
Multiple visual pipelines
Easy way to move deals forward, simply drag and drop. Supports multiple currencies and multiple pipelines
Visual Reports & Funnel
Split your sales by user, product, region, source. Or see the big picture via the funnel and dashboard reports
Sales Forecasting
Use the timeline view for effective sales planning
User Permissions
Regulate what sales reps see and do to protect your valuable data.
Works with your Email & Telephony
Send, forward & receive
All email conversations recorded inside relevant contact profile
Gmail Extension
Get to know your contacts’ deals history, tasks and last follow-up. Capture email from Gmail to CRM
Email to a task / Deal
Forward email to CRM and it will be converted to a task or attached to the relevant deal
Telephony
Works with several browser-based solutions like CrazyCall
The CRM You Can Trust
It completely integrates with our eCommerce platform, BigCommerce and makes for ease of tracking our customers and sales data. Best CRM for eCommerce that we have found.
I like the fact that everything is in one place and is easy to see everything and is easy to use. This makes it fast and easy to be able to go in whenever you want and look at things such as sales history, email marketing, etc.
Links directly with email, tracks progress of both sales, and employees. Keeping daily tasks and goals on the CRM is extremely helpful in completing the tasks without anything falling in between the cracks or gets pushed to the side.
Revamp is cost effective and an excellent resource which allows me a call back feature and a way to group and manage my contacts. It has all of the fields I need to manage my business.
I just posting this review to give feedback on the customer service I experienced. The revamp team were great and very helpful. With their help I was able to get the functions working I needed and I can concentrate on applying this to my business.
Great value for price point. A lot of amazing functionality and features that would only be available in a more expensive CRM. It works well for our company on the B2B-side, although it seems to be well built for our B2C customers & transactions as well. The segments and automations are great!!
Mobile & Productivity
Works on your phones and tablets
(iOS app & Android app).
A dedicated extension for Gmail here,
plus a handy lead clipper for Chrome here.
Connect 80+ of your Favorite Apps
to Revamp CRM.
You can check all available
integrations here.
We’re here to help
Help at every turn. Email us at hello@revampcrm.com, chat, or schedule a demo here. For self-help, you can check our tutorial video here, and a complete knowledge-base here.