Dear Integration with Revamp CRM
With Dear’s Revamp CRM integration, you can automatically create and/or update Revamp CRM
records as Orders and Customers are added from Dear. Keep your team informed, collaborate better and run workflows
Dear Integration Details
Know your customer better. We’ll help you do that once you set up this integration. Revamp CRM gives you the ability to synchronize your customers, products and orders from your Dear account.
- We sync (every two hours) your Dear customers, products and orders.
- If your contacts don’t exist in your Revamp CRM account, we will automatically create new contacts.
- We will sync all your orders and attach them to the relevant Revamp CRM contact profile.
- Your orders status will get updated according to changes in your Dear account.
- You can use our contact management tools and filters to easily segment customers.
- You can create tasks for your sales reps.
- You can send timely and personalized automated emails to retain your customers.
You can optionally sync your orders and customers from your eCommerc store as well (Shopify, BigCommerce or WooCommerce) and have Revamp CRM as the point of truth for all customers. Hence, you can automate marketing activities and log any customer issues/complaints in one spot.
What You Need
- Dear account
- Revamp CRM account
- See how to configure the integration here.
About Dear
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DEAR Inventory is an inventory management solution for small to medium-sized businesses.
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Packed full of features, this Software-as-a-Service (SaaS) application will organize your company’s back-end tasks and save you from hours of busywork and the frustration of reconciling numbers across different software platforms.
About Revamp CRM
- Revamp CRM is a full featured Commerce CRM for businesses of all sizes. You can track Activities, Deals and Orders. In addition, you can Manage, Segment and Email your Customers. After that, you create workflows and do much more.