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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

An award given to products our B2B experts find especially valuable for companies
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

RevampCRM Position In Our Categories

Keeping in mind companies have distinctive business wants, it is practical that they abstain from going for a one-size-fits-all, ideal software system. Just the same, it would be futile to try to chance on such an app even among widely used software products.
The better thing to do would be to write the different important functions that merit analysis like critical features, plans, technical skill competence of staff, business size, etc. Thereafter, you should perform your research to a full extent. Go over some RevampCRM analyses and check out each of the software systems in your shortlist more closely. Such detailed research guarantee you circumvent unfit apps and select the one which provides all the features your company requires in sustaining 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 could also be a good idea to investigate other subcategories of CRM Software gathered in our base of SaaS software reviews.

It's essential to keep in mind that hardly any app in the CRM Software category is going to be an ideal solution that can match all the requirements of all company types, sizes and industries. It may be a good idea to read a few RevampCRM CRM Software reviews first as specific services may perform well just in a really narrow group of applications or be prepared with a really specific industry in mind. Others might function with an intention of being easy and intuitive and consequently lack complex features needed by more experienced users. You can also come across solutions that cater to a large group of customers and provide a complex feature set, but this in most cases comes at a higher price of such a solution. Make sure you're aware of your requirements so that you select a software that offers all the functionalities you search for.

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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