Getting Started

Learn all about getting your RevampCRM account up and running

Step 1 (video): Manage Contacts - Leads and Customers
An overview of Contacts and Leads management on the Revamp CRM software Revamp CRM helps you manage contacts and leads and directly reach out to them. Y...
Thu, 26 Jan, 2017 at 11:39 AM
Step 2 (video): Working with a Contact in Revamp CRM
Working with a single contact in your Revamp CRM account Our dynamic contact profile helps you get a complete picture of each individual sales lead or c...
Thu, 26 Jan, 2017 at 11:40 AM
Step 3 (video): Working with Deals in Revamp CRM sales pipeline
A Clear Overview of Your Deals inside a visual pipeline Business deals are the drivers of success for any company. This is why Revamp has got you covere...
Thu, 26 Jan, 2017 at 11:40 AM
Customize Menu - How Do I Show or Hide Tabs on the Main Menu?
Revamp CRM allows you to easily customize how your app looks Note: Menu tabs are different from Orange to Pineapple plans. In eCommerce plan the "...
Thu, 26 Jan, 2017 at 12:05 PM
Step 4 (video): Sales Follow-up
No more falling out of touch. No more missed opportunities. Revamp CRM reminders help you stay in touch with your leads and build strong relationships. ...
Thu, 26 Jan, 2017 at 12:06 PM
Step 5 (video): Tasks
Keep Track of Your Daily To-do's with our Tasks view Enjoy every minute of selling with our intuitive, user-friendly and modern Tasks view. Tasks ...
Thu, 26 Jan, 2017 at 12:07 PM
Step 6 (video): Sales Reports
Get a 360-degree view of your sales performance with our Comprehensive Sales Reports: Sales by User Sales by Source Sales by Region Sales by Product Sa...
Thu, 26 Jan, 2017 at 12:07 PM
What is Revamp CRM and how do I sign up?
What is Revamp CRM and how do I sign up? A customer relationship management machine tailored for all your business needs. Revamp CRM helps you manage y...
Thu, 26 Jan, 2017 at 12:08 PM
Logging in to Revamp CRM
Since Revamp CRM is a web application, there is actually no software to download. Revamp CRM simply runs on a regular web browser and can be reached dire...
Thu, 26 Jan, 2017 at 12:09 PM
Revamp CRM Overview
How is my data organized in Revamp CRM? Revamp CRM has several useful sections to help you keep track of your data. Let’s go over them: Customers...
Thu, 26 Jan, 2017 at 12:09 PM