RevampCRM: Pros & Cons of the Top CRM Software

revRevampCRM is a popular sales and marketing CRM software for e-tailers and small businesses that helps to streamline workflow and automate reporting. You can use it to conduct email campaigns, define continuous-automation workflows, and dynamically segment leads. Users can utilize the software to automate a range of tasks including task creating, lead score, follow-up emails, and reminders. The vendor offers two products: CRM for Shopify and CRM for small business. In this article, we look at the RevampCRM pros and cons to give you a detailed analysis of its capabilities and help you decide if it’s a software useful for your company.

Our panel of experts reviewed RevampCRM’s features and functionalities and awarded it a high rating based on crucial elements of the software such as collaboration features, customization, integration, ease of use and more. 

The vendor offers flexible pricing plans that are suitable for the needs of both small companies as well as large organizations. You can also make use of a great free trial to test drive the app’s features free of cost. This gives you the chance to understand how the system can help to boost your company’s productivity. You can easily sign up for RevampCRM free trial here.

Top features of RevampCRM include:

  • Email marketing / SMS marketing
  • Developer API
  • CRM and sales reports
  • CRM and sales dashboards
  • Contact management
  • Campaigns

RevampCRM provides an intuitive and user-friendly dashboard that gives you a quick view of all important activities on your calendar, important notifications, and the ability to reach to your integration list. The dashboard can help you stay organized. It shows you a list of your upcoming tasks with due dates to assist you to concentrate on your daily work and meet deadlines. Plus, you can see your invoices, workflow approvals, and overdue deals in a single place. It is also easy to communicate with key contacts from within the dashboard.

A standout feature of RevampCRM is it smoothly integrates with popular services and tools to make your work more productive. You can easily import your existing data into the system which saves you the task of data entry. It is also simple to import leads and contacts from your spreadsheets, emails, or other CRM accounts. The vendor offers various add-ons and apps for collaboration that can boost your efficiency while working with leads and contacts. You can also utilize the app’s integrations to connect to the systems you already use to get a streamlined workflow and more feature-power.


Advantages of RevampCRM

What makes RevampCRM the preferred choice of both small and large companies? It is because of the many strengths of the software and the benefits it offers to users. Here are its main advantages:

You Can Manage Your Contacts In A Single Place

Contacts are important for your business. RevampCRM allows to use manage a contact profile for each contact where you can store files, notes, emails, and communication history to keep data at your fingertips. The system makes it easy to communicate with prospects and send appropriate messages.

You can also tag contacts with words that help you keep your messages relevant and your database organized. The system’s unified contact profile provides you all the pertinent information you need. You can make use of the dynamic contact profile to prepare for meetings even on the go. Users can get a complete picture of every contact and see the deals connected to the contact profile. This can give you valuable context when you meet clients.

Robust Email Marketing

For email marketing, you can utilize the powerful feature or use the app’s two-way sync with your existing email marketing tool. The system offers an efficient email marketing functionality based on your contacts’ activities and history. This enables you to monitor customer interactions and create a seamless experience.

After you connect your email and import contacts into your RevampCRM account, you can start sending pre-built campaigns in just a few minutes. The system also allows you to link your RevampCRM account with your existing email marketing application. This allows you to use the app’s smart tagging and segmenting tools to create lists based on your clients’ purchase and visit history. You can then carry out targeted campaigns for more effective communication.

It Has A Range Of Useful Automations

RevampCRM’s automated workflows help you save the time spent on repetitive tasks and concentrate on growing your business. The Workflow feature enables you to start a customized sequence of actions from creating tasks to sending follow-up emails. The app also provides pre-built workflow templates that were developed based on the recommendations of top sales professionals. You can utilize them for effective follow-ups to close more deals.

More RevampCRM Advantages

  • It helps you store all project communication and assets in a single central place, organized by client.
  • The app helps you stay in contact with your prospects by using promotional email campaigns and automated sales follow-up reminders.
  • You can use the Gmail app to see details about your contacts inside your inbox.
  • RevampCRM’s intuitive visual sales pipeline and crafted sales reports allow you to monitor the progress of deals, and identify the stages where you are winning and losing deals.
  • The system’s automated notifications and reminders, as well as email marketing, help you follow up with your customers with the right message at the right time.
  • You can learn more about RevampCRM features in our detailed review of the software.

Drawbacks of RevampCRM

There are no adverse user or critic comments about RevampCRM on the internet which indicates that the product has been well received by its users and reviewers.We didn’t find any significant drawbacks of the application as well. The entire working process with RevampCRM was smooth and very intuitive and so was our contact with their customer support. The vendor is aslo constantly working on improving the software to keep it up-to-date with the latest trends and innovations in the CRM field. 

Bottom line

Our tests analyzing RevampCRM pros and cons reveal that it’s definitely one of the best CRM applications you can find in the market in terms of useful features and excellent customer support. The vendor offers flexible and scalable pricing plans that can suit the needs and budget of your company. You can also make use of the great free trial plan to check out the software’s features and understand how it can boost your business’ productivity. You can easily sign up for RevampCRM free trial here.

Adam Goldberg

By Adam Goldberg

Adam Goldberg is a senior market research analyst and one of the key customer experience technology and CRM pioneers working for the FinancesOnline review team. He has been cooperating with FinancesOnline for over 5 years now. During that time Andrew has analyzed more than 2,000 CRM solutions and he’s well-known for his honest reviews and his unique perspective on challenges and opportunities posed by customer-centric innovation. He’s a strong believer in business process automation and the role it plays in customer data management, conversational intelligence, and customer engagement. His work has been mentioned in many major publications and media sites, including MSN, Springer, TheNextWeb, and CIO.

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