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.

Email

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.

Email

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.

Verified Reviewer

Capterra

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.

Sonja B.

Manager

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.

Bryan D.

President

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.

Makenna

GM

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.

Tim

GM

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!!

Genevieve C.

Operations Director

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.