CRM for Retailers & Wholesalers
Sales follow-up, Marketing analytics & Segmentation
Real-time sync of orders & customers from your POS, eCommerce or ERP platforms
One-on-one, no sales, your needs only
For Sales Managers
Follow-up on tags e.g. salesrep name or wholesale, last & next order dates, refill & anniversary orders, money spent, and 60+ conditions
For Marketing Managers
Built-in segments playbook for RFM, sales channels, discounts, locations or any custom segment, then export to any marketing app
For Sales Managers
Follow-up based on last contacted date, last order date & next order date, customer tags, order tags and score
Follow-up based on specific tags e.g. wholesale or VIP. You can also assign salesrep name e.g. John Smith to a customer or order, then track their performance during a time period
Create your own segment using 60+ conditions to target your customers e.g. money spent, refills, anniversaries. You can easily tag them, then export them including customer attributes and purchase data
Invite the whole team and pick from several user roles to restrict sales rep access to his/her own customers only. Restrict the ability to delete or export customers
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.
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 core 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.
Revamp CRM supports all the leading e-commerce platforms
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!!