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RevampCRM Review

RevampCRM
Our score: 8.6 User satisfaction: 100%

What is RevampCRM?

RevampCRM is a popular CRM solution that won our 2016 Expert’s Choice Award as well as the Great User Experience Award. It is a sales and marketing CRM for small business and e-tailers that helps to automate reporting and streamline workflow. You can dynamically segment leads, define continuous-automation workflows, and conduct email campaigns. You can also automate a wide range of tasks including reminders, follow-up emails, lead score, task creating and more. RevampCRM offers two products: CRM for Small Business and CRM for Shopify. The vendor also offers a 30-day free trial and three price packages. A detailed review of RevampCRM is also available here.

Overview of RevampCRM Benefits

  • Nurture leads with timely relevant messages via RevampCRM’s dynamic segmentation, sales and marketing automation engine. Use the pre-built campaigns and workflows to get a headstart.
  • Negotiate and close more B2B/B2C deals with intuitive visual pipelines and reports, and automated follow-up reminders.
  • Know your customers better via the contact 360 view. Use the built-in invoicing and ticketing, or integrate with your external apps.
  • Cross-sell, up-sell, and re-sell with a powerful eCommerce recommendation engine.

Overview of RevampCRM Features

  • Campaigns
  • Contact Management
  • CRM and Sales Dashboards
  • CRM and Sales Reports
  • Developer API
  • Email Marketing / SMS Marketing
  • Email Templates
  • Marketing Automation
  • Opportunity Management
  • Sales Tracking
  • Task Management

What Problems Will RevampCRM Solve?

Scenario 1: At a creative/marketing agency, with so much going on, work gets really messy and you can’t keep your clients’ history. RevampCRM helps you keep all project communication and assets in a single place, organized by client. It helps you stay in contact with automated sales follow-up reminders and promotional email campaigns. Additionally, using the Gmail app enables you to see everything about your contacts right inside your inbox.

Scenario 2: Online stores can cross sell, up-sell and resell using the powerful eCommerce recommendation engine and automated email marketing for relevant segments. They dynamically segment their contacts based on tags, score, and order history (RevampCRM’s built-in segments like top spenders, inactive, repeated, holiday shoppers and coupon clippers come really handy and allow for a quick head start). Segments are then fed into workflows. Among other things, workflows can send emails, check response, send notifications, create tasks, update lead scores, and re-tag contacts. In its simplest form, the recommendation engine allows you to automatically recommend product B for those who bought product A, or when the replacement time comes, re-promote product A or up-sell to a higher version.

Scenario 3: Consulting/Coaching businesses can effectively track and manage deals and understand sales pipeline. With RevampCRM’s intuitive visual sales pipeline and crafted sales reports, they can track the progress of deals and identify the stages where they are winning and losing deals. RevampCRM’s automated reminders and notifications and email marketing will help you stop losing revenue by not following up with your customers at the right time with the right message. The automation engine allows them to 1) dynamically segment contacts based on tags, score, current deal stages, and/or previous deals history; 2) feed segments into workflows; and 3) Among other things, workflows can send emails, check response, send notifications, create tasks, update lead scores, and re-tag contacts. The RevampCRM Chrome extension allows you to easily extract lead and contact data from any webpage straight into your RevampCRM account.

Awards & Quality Certificates

RevampCRM Position In Our Categories

Since companies have special business-related requirements, it is only logical that they steer clear of buying an all-encompassing, ”best” software. Nevertheless, it is troublesome to find such an app even among popular software products. The sensible thing to do would be to set down the various chief aspects that need consideration like important features, price terms, skill levels of the users, company size, etc. Next, you must conduct your research to a full extent. Browse over these RevampCRM evaluations and look over each of the software systems in your shortlist more closely. Such detailed product investigation ascertains you drop unsuitable applications and pay for the system which includes all the tools your business requires to achieve growth.

Position of RevampCRM in our main categories:

TOP 100

RevampCRM is one of the top 100 CRM Software products

If you are interested in RevampCRM it may also be sensible to check out other subcategories of CRM Software gathered in our database of SaaS software reviews.

Enterprises have different needs and requirements and no software application can be perfect in such a situation. It is futile to try to find a perfect out-of-the-box software app that meets all your business wants. The smart thing to do would be to adapt the application for your specific needs, employee skill levels, budget, and other aspects. For these reasons, do not hasten and invest in well-publicized popular solutions. Though these may be widely used, they may not be the perfect fit for your particular requirements. Do your research, look into each short-listed system in detail, read a few RevampCRM CRM Software reviews, contact the seller for clarifications, and finally choose the application that provides what you need.

How Much Does RevampCRM Cost?

RevampCRM Pricing Plans:

Free Trial

Strawberry Plan

Free

Orange Plan

$12/user/month

Pineapple Plan

$19/user/month

RevampCRM offers three flexible pricing plans adjusted to various needs of companies. You can also sign up for a 30-day free trial that will let you test all the key features of the software.

Small Business Plans

Strawberry Plan – Free

Everything you need to manage your customers, prospects, and sales:

  • 1 User
  • Contact Management
  • Segmentation
  • Sales Pipeline Management
  • 50MB storage

Orange Plan – $10 per user/month (billed annually) or $12/user/month (billed monthly)

Best for companies with sales teams:

  • Contact Management
  • Segmentation
  • Sales Pipeline Management
  • Sales Automation
  • Email Marketing 5,000 emails/mo
  • Automation
  • 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Harvest, Wufoo, Dropbox and more
  • 2 GB Storage

Shopify Plan

Pineapple Plan – $16 per user/month (billed annually) or $19/user/month (billed monthly)

Best for companies with sales teams and/or online store:

  • Shopify Integration
  • Contact Management
  • eCommerce Segmentation
  • Email Marketing 5,000 emails/mo
  • Automation
  • 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Survey-Monkey, Wufoo, Gmail and more
  • 2 GB Storage

Features included in all plans:

  • Custom Fields
  • Internal Invoices
  • Internal Tickets
  • Open and Secure APIs
  • Product Management
  • Reporting
  • Tag Management
  • Task Management
  • Unlimited Contacts

User Satisfaction

Positive Social Media Mentions 8
Negative Social Media Mentions 0

We realize that when you make a decision to buy CRM Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and RevampCRM reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with RevampCRM. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

Technical details

Devices Supported

  • Windows
  • Linux
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Monthly payment
  • Annual Subscription

Customer Types

  • Small Business
  • Freelancers

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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What are RevampCRM pricing details?

RevampCRM Pricing Plans:

Free Trial

Strawberry Plan

Free

Orange Plan

$12/user/month

Pineapple Plan

$19/user/month

RevampCRM offers three flexible pricing plans adjusted to various needs of companies. You can also sign up for a 30-day free trial that will let you test all the key features of the software.

Small Business Plans

Strawberry Plan – Free

Everything you need to manage your customers, prospects, and sales:

  • 1 User
  • Contact Management
  • Segmentation
  • Sales Pipeline Management
  • 50MB storage

Orange Plan – $10 per user/month (billed annually) or $12/user/month (billed monthly)

Best for companies with sales teams:

  • Contact Management
  • Segmentation
  • Sales Pipeline Management
  • Sales Automation
  • Email Marketing 5,000 emails/mo
  • Automation
  • 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Harvest, Wufoo, Dropbox and more
  • 2 GB Storage

Shopify Plan

Pineapple Plan – $16 per user/month (billed annually) or $19/user/month (billed monthly)

Best for companies with sales teams and/or online store:

  • Shopify Integration
  • Contact Management
  • eCommerce Segmentation
  • Email Marketing 5,000 emails/mo
  • Automation
  • 20+ premium integrations including FreshBooks, MailChimp, Freshdesk, Survey-Monkey, Wufoo, Gmail and more
  • 2 GB Storage

Features included in all plans:

  • Custom Fields
  • Internal Invoices
  • Internal Tickets
  • Open and Secure APIs
  • Product Management
  • Reporting
  • Tag Management
  • Task Management
  • Unlimited Contacts

What integrations are available for RevampCRM?

  • Mailchimp
  • Zendesk
  • HubSpot
  • Wufoo
  • Constant Contact
  • LinkedIn
  • Dropbox
  • Google Drive
  • Harvest
  • Formstack
  • Active Campaign
  • Surveymonkey
  • Freshdesk
  • Microsoft Live
  • Google Calendar
  • Yahoo
  • Madmimi
  • Getresponse
  • MeetUp
  • JotForm
  • InInbox
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Reviewed By Jenny Chang
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