Revamp for Software Consulting

IT made easy. Bring all your clients, products, and services into one window.

Why Software Consultancy firms need a CRM

Solutions which help digitalize tasks are in hot demand right now. And it only makes sense for skilled software consultants to capitalize on these opportunities by providing world-class solutions. There is no better way to draw in more clients than a good, reliable, practical CRM. CRMs keep your information organized, so you only see what’s relevant to you and your clients, ultimately helping you win more clients and keep them forever.

A CRM template built just for Software Consultancy.


Revamp addresses all your needs with a business template made just for software and IT consultancy firms. Not only does Revamp fit your business perfectly, but it is also effortless to use and adapt to. Revamp is your best bet if you have a relatively small workforce. Don’t believe us? Take a look at what it can do.

All your software consulting on one screen.

Revamp lets you bring all the different aspects of your business together. All your clients, ongoing deals, and activities are related to each other. So we brought them together as modules, the optimal way to store your information and run your business.

Opportunities to grab

First things first, this is the pipeline that shows you all your prospects and clients neatly organized by the stage they’re at in your process. You’ll be able to keep track of your ongoing deals and immediately see how far along they are toward conversion.

A list of all your Products

Easily keep a list of all the products or services you sell to your clients. You can also link products to clients and their deals in the pipeline.

A list of all your Clients

It is important but not always easy to keep up with your ever-growing list of clients, and with Revamp, it definitely will grow fast. The Clients module stores all your contacts so you can add clients as they come in and monitor them closely in Opportunities.

Make calls and create tasks and events with Activities

Set up tasks and events, make calls to your clients, and host and schedule video calls and meetings, all from Revamp.

Partner with Companies

Things develop quickly with Revamp, and soon you’ll be representing other businesses! If you’re working with a group rather than an individual, you can store them in Revamp as companies.

Crunch numbers with Dashboards

Stay on top of your performance so you know just how much you’ve been crushing it. Revamp comes with dashboards that accurately report your performance with charts and tables. Want more? You can create your own dashboards and KPIs using a variety of charts and styles

A brilliant pipeline to track your deals from start to finish

Our pipeline is based on a typical consulting deal, so you can start from the very basics like qualifying a lead to work with them, and progress sequentially to gathering requirements, creating price quotes, implementing the solution, training, and finally bringing it to a close with receiving payment. You can also customize this pipeline and its stages for your business’s unique processes.

Here are the stages of a typical software consulting deal in a pipeline:

Carefully customized fields to store
every last detail!

One size never fits all, so don’t compromise on your needs. We studied a lot of IT and software consulting firms and how they operate, to help us understand what goes into making a successful deal, the details that need to be collected, and how a little streamlining can go a long way.

So we made changes to how you add information to Revamp to help make sure everything has the full context required for you, your client, and your project.

What’s more?

Make calls and send emails directly from Revamp

Need to follow up with a prospect or client? Check. Need to make phone calls? Double-check. Not only can you make and receive calls through Revamp, but you can also host video calls and presentations without switching apps! Alternatively, if you want to dial it down and keep everything over email, you can do that as well. Revamp comes with both IMAP and POP support, so you can integrate all the most popular email services and send and receive emails directly in Revamp.

Set up workflows and let Revamp deal with your daily routine

If you think all this might still not save you enough time, we have just the thing for you! You can set up workflows to perform a whole load of your day-to-day tasks automatically, like adding a new contact to the client list, sending welcome emails to new clients, and so much more.

Create multiple pipelines for all your operations

Your pipelines shouldn’t stop with just your sales process. Maybe you have a whole another business operation or internal process that you need to monitor in stages. Like legal review, maybe? We’ve thought of that too! Revamp lets you create multiple pipelines alongside your sales pipeline to monitor and visualize your other processes. You can even customize the stages and fields to match the operation!

Connect to all your favorite apps

Revamp seamlessly integrates with other top business apps. From Google Workspace to MS Office 365, we have all that you need to natively connect and sell just from Revamp. You can also connect to thousands of more apps with Zapier, Zoho Flow, or our magical developer APIs.

Sell from anywhere with the Revamp app

The Revamp app for iOS and Android is hands down the best CRM app ever made. From monitoring your ongoing deals to crunching tasks, everything is designed to be easy on the go. With the Revamp app for your smartphone, you can take your work anywhere.