CRM for Retailers & Wholesalers
Improve Repeat Customer Rate through Sales & Marketing.
Whether taking orders on your POS, eCommerce or ERP platforms.
One-on-one, no sales, your needs only
For Sales Managers
Sales dashboards & Follow-up based on last contacted date, last order date, next order date. Track orders & opportunities per salesrep.
For Marketing Managers
Automated RFM segments. Analytics per sales channel, campaign, discount, or any custom segment, then export to any marketing app.
Revamp CRM supports all the leading e-commerce platforms
For Sales Managers
Track enriched deduplicated 360 customers profiles, their activities with sales reps and orders with automated sync from your eCommerce, POS, and Inventory/ERP platforms.
See orders and customer info synced from Shopify, BigCommerce, WooCommerce, Loyverse, Cin7 & more coming soon. Add tasks, files, opportunities, tags and notes. Send & receive emails.
Dedicated to help your identify those customer groups who are due for follow-up. Follow-up based on last contacted date, last order date & next order date. Track orders & opportunities per salesrep. Sales Reports per location, tag, store & employee.
Drag & drop pipeline that supports in-place actions, multiple currencies and multiple pipelines. Detailed Sales Forecasting & reporting. Specify User Permissions that regulate what sales reps see and do to protect your valuable data.
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. Sync with Google, iCal and more.
Automate everyday tasks, run it on the Segment or List of you choice, with 12 Action types e.g. Add a note or a task. Add or remove a tag. Change the customer score, stage, list or assigned sales rep. Separate steps with wait period of hours or days. Control if you want to run the automation one time per customer or every time the customer fits your conditions.
For Marketing Managers
Recency, frequency, monetary value (RFM) is a gold standard for the marketing analysis, used to identify a firm’s best clients, based on the nature of their spending habit. Revamp CRM has key shopping behaviour metrics in its cors e.g. AOV (Average Order Value), AOC (Average Order Count) & Repeat % (Repeat Customer Rate).
In-depth analysis and breakdown of your revenue per Sales channel, including key metrics like AOV (Average Order Value), AOC (Average Order Count) and Repeat Customer Rate.
In-depth analysis and breakdown of your revenue per Discount Coupon, including key metrics like AOV (Average Order Value), AOC (Average Order Count) and Repeat Customer Rate.
In-depth analysis and breakdown of your revenue per Country, City or state, including key metrics like AOV (Average Order Value), AOC (Average Order Count) and Repeat Customer Rate.
(Shopify Only) In-depth analysis and breakdown of your revenue per Ad/UTM campaign, including key metrics like AOV (Average Order Value), AOC (Average Order Count) and Repeat Customer Rate.
Create your own segment using 60+ criteria to segment your customer based on their purchase behavior, then easily tag them, then export them to popular marketing apps including customer attributes and purchase data.
Improve Repeated Customer Rate through 3 easy steps
Track: Get 360 Customer Profile
One place for all of your customers profiles, their activities (notes, tasks, emails, tags) with sales reps and orders with real-time sync from your eCommerce, POS and Inventory/ERP platforms.
Marketing Analytics & Segmentation
Marketing analytics per sales channel, campaign, discount code & location. Automated RFM segments, plus create your own customer segments, then export them to Marketing apps like Mailchimp or ActiveCampaign.
Timely Sales Follow-up
Dedicated dashboards, show sales per customer tag, order tag, last contacted date, last order date, next order date, score and RFM segmentation. Build (B2B & B2C) journeys using automated follow-up tasks for your sales reps, and keep the customer relation strong.
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.
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.
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.
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.
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.
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!!