2024 Revamp CRM Review: Key Features, Costs, Pros, and Cons

What Does Revamp CRM Do?

Revamp CRM offers a powerful set of tools to boost your customer relationships and make sales processes more efficient. It includes features for email marketing, marketing automation, and managing sales pipelines, all designed to enhance team productivity. 

What truly distinguishes Revamp is its flawless integration with e-commerce platforms, enabling seamless management of sales data and customer interactions on mobile devices.

About Revamp

Developed by Revamp Consulting, Revamp CRM caters to a wide range of clients by improving CRM engagement and effectiveness. Its competitive pricing makes it a standout choice, even against pricier CRM options.

Key Features of Revamp CRM

Revamp CRM shines in a packed market with its powerful features. It seamlessly merges sales data with marketing automation, turning intricate tasks into simple, smooth actions. This interface not only aids sales teams but also boosts business efficiency on mobile devices and more.

Task Lifecycle

Managing tasks in Revamp CRM transcends mere checklist ticking; it streamlines your entire sales cycle. Here’s why Revamp CRM’s task lifecycle stands out:

• Automated Task Creation: Forget the hassle of remembering follow-ups. Revamp CRM automates task creation post-quotation emails or sales calls, ensuring no opportunity is missed.

• Task Management Across Deals and Contacts: Manage tasks efficiently whether you’re dealing with a contact, a deal, or an organization. This integration keeps every step in sync, bolstering your sales and service efforts.

• Customizable Reminders: Tailor reminders for calls or emails directly in your workflow, keeping you ahead of your schedule without any extra effort.

• Visual Task Tracking: Color-coded tasks provide a clear view of your priorities at a glance, blending functionality with visual appeal.

• Integration and Accessibility: Revamp CRM tasks integrate seamlessly with calendars like Google and iCal, making your tasks accessible on any device, anywhere, ensuring you’re always prepared.

22/04/2024, Personal screenshot within the CRM: Account Pipelines and Stages Dashboard View

Task & Sales Plans

I’ve experienced how combining tasks and sales plans can make operations smoother and boost productivity, especially with a CRM like Revamp. Here’s a breakdown:

• Visual Sales Management: Revamp CRM simplifies managing multiple sales pipelines. Its visual tracking lets you see progress at every stage, making it easy to identify and address bottlenecks.

• Customizable Workflows: Setting up automated workflows that activate on specific actions or times turns routine tasks into autopilot mode. This frees up more time for strategic planning.

• Effective Task Management: Revamp’s task dashboards are transformative. They display daily activities and overdue tasks clearly, ensuring you stay focused and coordinated. Alerts on task updates maintain team alignment effortlessly.

• Analytics and Reporting: Effective decision-making stems from solid data understanding. Revamp allows you to dissect your sales data by user, product, region, or source, providing the insights needed to refine your sales strategies to match market needs.

22/04/2024, Personal screenshot within the CRM: Creating a New Task

Custom Fields

Custom fields unlock the power of personalization and data utility in Revamp CRM. Picture managing a diverse group of clients, each with specific needs and preferences. Here’s how custom fields refine my interactions and operations:

• Tailored Data Points: I enhance client profiles with crucial information beyond the basics—like optimal contact times and interest in particular services. This approach deepens client engagement and improves communication accuracy.

• Efficient Segmentation: By utilizing specific data points, I can organize clients in a way standard fields don’t allow. This targeted segmentation facilitates marketing campaigns and follow-ups, boosting conversion rates significantly.

• Streamlined Operations: Beyond client interactions, I use custom fields to monitor internal processes, such as project milestones or delivery schedules, all within Revamp CRM. This centralization ensures all team members have easy access to essential information.

• Types of Custom Fields: Revamp CRM offers a range of custom field options—text, date, number, checkbox, and option lists—to meet diverse data handling requirements, seamlessly integrating with my operational flow.

22/04/2024, Personal screenshot within the CRM: Creating Custom Fields

Pricing Plan

Revamp CRM offers a versatile pricing structure tailored for various business needs, spanning from startups to well-established enterprises. Here’s a closer look at what each plan offers:

• Free ($0 per month): Ideal for those just starting or experimenting with the CRM software. It lets you sync daily, integrate with e-commerce platforms, and view a one-month order history.
• Starter ($9 per month per user): Geared towards small businesses, this plan offers hourly syncing, 12-month order history, and email sending.
• Sales ($19 per month per user): This is excellent for sales teams. It has enhanced features like complete order history, all integrations, tasks and workflows, and segments.
• Insights ($28 per month per user): Tailored for larger businesses, this plan offers auto customer classification, customer insights and analytics, and segment syncing to email providers.

Is Revamp CRM Easy to Use?

I breezed through the sign-up process for Revamp CRM without any glitches—no long forms, just quick entry. Yet, stepping onto the platform was another story. 

I found myself lost in a maze-like interface with no clear guide to steer me through the setup, a real puzzle for anyone new to CRM systems. Despite its powerful tools for managing sales data and automating marketing tasks, the steep learning curve is hard to overlook. 

A straightforward, interactive tutorial for beginners would make a world of difference in smoothing out this initial confusion. The complexity might give pause to those seeking an easily navigable CRM, even with competitive pricing. But once you master it, its vast capabilities become indispensable for running your sales and e-commerce smoothly.

Available Integrations

Revamp CRM impressively complements its core CRM functionalities with a robust suite of integrations. Here are some notable integrations: 

• Shopify
• WooCommerce
• BigCommerce
• Mailchimp
• Google Workspace
• Microsoft Office
• Zendesk
• LiveChat
• Twilio 
• Zapier

Which Companies Work With Revamp CRM?

Some of the big names that rely on Revamp CRM will surprise you. This CRM software doesn’t just cater to small businesses but also to heavy hitters across various industries. Here are some standout examples:

• Bizagi
• JCDecaux
• Klarna
• Kookmin Bank
• Servify
• SumUp

Last Thoughts

In my experience, Revamp CRM shines with its superb features and marketing automation that meshes seamlessly with any sales team’s routine. 

It’s not the priciest option out there, but its cost mirrors the solid value it provides, particularly for e-commerce businesses. I’ve found that it flawlessly syncs with mobile devices, which greatly improves accessibility—an essential asset in any fast-paced sales setting. 

So, if you’re pouring over CRM reviews in search of a robust system that elevates your sales data handling and email marketing efforts, make sure to consider Revamp.