Marketing | Customer support
Revamp CRM for B2B/Wholesale

Revamp CRM for B2B/Wholesale

by Revamp

Manage the overall sales process and audience segmentation

2.3 of 5 stars(10 reviews)
$19/month. 14-day free trial.
Add app

Track Customers & sales reps

Real-time sync from Shopify. Track deduplicated customers profiles, preferences, interactions, tasks, emails, files, notes and orders.

Built-in retention scenarios

For Inactive customers, Due Refills, New customers, Loyal customers, Purchase feedback, Upgrades, new products and more.

Timely retention email & call

Automate your customers (B2B & B2C) journey using both email sequences and/or follow-up tasks for your sales reps.

About Revamp CRM for B2B/Wholesale

Track Customers Profiles (Full B2B & B2C eCommerce CRM):

  • Real-time sync from Shopify and integration with 80+ data sources, you get 360 degrees view of your customers, and have a central place for their orders, tasks, emails, files and notes directly under their profile.
  • Send and receive emails from the CRM.
  • Fix & merge duplicate records.
  • Two-way Tag sync with Shopify.
  • Integration with Zapier

Segment

  • Revenue generating segments e.g. loyal, recent, inactive, one-time, bought a product or a category, has a tag.
  • Create your own segment using 60+ criteria to segment your customer based on their purchase behavior, then easily export to Facebook, Google and more.
  • In-depth analysis and breakdown of your revenue & lost revenue (e.g. abandon carts, cancelled orders), your best customers (RFM and more), plus Sales channels and Ad campaigns Analysis.

Track Sales reps

  • Manage your sales team performance & follow-up tasks. Assign them customers, and different roles & permissions.
  • For your B2B & wholesale business, you will be able to manage your team performance, tasks, sales and automate your day-to-day operations.
  • Reduce manual tasks by filling the gaps between processes that power your business
  • Automate Common Tasks: tagging, adding notes, sending emails and more

Email (Send immediate & scheduled newsletters, or drip campaigns):

  • Personalize and send timely automated email marketing campaigns
  • Cross-sell and up-sell with powerful Product Recommendations
  • Use our pre-built Campaigns and Automations to reach your cart abandoners, win-back offers, product reviews and friend referrals to help you increase retention and sales.
  • An Automation workflow allows you to create a series of emails (or steps) that are sent to your customers based on the trigger criteria and schedule you set.
  • For example, automatically send emails to customers after they buy specific products and ask for a review or suggest other products they may like. Or create a campaign to target those who spent more than say $200.

Active product development and support

  • Great reviews on Capterra, G2Crowd, SoftwareAdvice, FinancesOnline, Crozdesk and fitsmallbusiness
  • Contact us at help@revampcrm.com and we will be glad to help and provide one-on-one demo
  • Award winning: won Expert's choice, Best free trial and Great user experience awards from FinancesOnline.

Book a demo

  • Through our website > Book a demo (in the top bar)
  • Contact us at help@revampcrm.com and we will be glad to help and provide one-on-one demo

Integrates with

  • harvest,
  • freshbooks,
  • freshdesk,
  • G Suite,
  • wufoo,
  • zapier

Media gallery

Support

Pricing 14-day free trial

See all pricing options

Pro

$19/month

  • Real-time sync with Shopify
  • Track Customers & Sales reps
  • Segmentation & Analytics
  • 80+ Integrations
  • Pricing per user

* All charges are billed in USD. Recurring charges, including monthly or usage-based charges, are billed every 30 days.

2.3 of 5 stars

The overall rating reflects the current state of the app. It accounts for all app reviews but prioritizes the most recent ones.
  • 5 of 5 stars
    20% of ratings are 5 stars
    (2)
  • 4 of 5 stars
    20% of ratings are 4 stars
    (2)
  • 3 of 5 stars
    10% of ratings are 3 stars
    (1)
  • 2 of 5 stars
    20% of ratings are 2 stars
    (2)
  • 1 of 5 stars
    30% of ratings are 1 stars
    (3)
View all 10 reviews

Most recent reviews

Harrington Wear

Rating
1 of 5 stars
Posted
December 14, 2020

The plan for this app is very confusing, first its say free plan available then its say 14 days trial version,

Developer reply

December 14, 2020

Thank you for you review. The app offer 14 days free trial, to give you the chance to try the premium features, no credit card required. You can downgrade at anytime to a free plan. We would be happy to resolve any questions and/or comments you have at help@revampcrm.com

Brightcore Nutrition

Rating
2 of 5 stars
Posted
October 29, 2020

Software seems good for what I was looking for but customer support is horrendous. Only available via email with same cookie cutter response to schedule a demo to go over questions. I booked a demo 3 times at a specific timeslot and no one from the revamp team contacted me to do the demo. I have officially given up trying to use them.

Developer reply

October 29, 2020

Thank you for your review. We're very sorry to hear that. The matter has been escalated to our CEO, and we kindly ask you to give us a chance to serve you better.

Cross Healthcare Services SCM

Rating
2 of 5 stars
Last edited
October 29, 2020

For a B2B wholesale store it has potential. The support is terrible. Do not try ot contact them through the in app chat as they suggest. Your fastest route will be where your app admin page is. Click on the link associated with support there and hopefully the response times are sooner. The plus to that is shopify is aware that you asked for support and they are pressed to respond in a reasonable amount of time. Their contact import feature is not a smooth process when imported via CSV file. This is tough because importing contacts is critical and if you input wrong you can spend hours removing! It turns into a nightmare

View all reviews