Revamp CRM for B2B wholesale
Revamp CRM for B2B Wholesale is a Shopify app designed to improve customer relationship management for wholesale businesses. It offers tools to manage sales activities, automate marketing efforts, and track customer interactions.
The app consolidates customer profiles, online orders, notes, and tags in one place, allowing businesses to keep track of all interactions efficiently. Customer segmentation is possible with over 40 data points, enabling targeted marketing and personalized communication. Forecasting next order dates, order cycles, average order value, and total sales helps businesses plan better and optimize their inventory and sales strategies.
Revamp CRM supports tasks and workflows, assisting teams in managing sales processes and tracking performance effectively. The app integrates with tools like Mailchimp, ActiveCampaign, Wufoo, and Zapier, ensuring a seamless data flow across platforms. It’s designed to cater to both B2B and B2C customers, making it versatile for different business models.
Customer support is generally responsive, with live chat and email support available. However, some users have reported issues with timely updates and responsiveness. Pricing starts with a free plan that includes daily sync, one-month order history, and basic CRM features. The Starter plan, at $9 per user per month, offers hourly sync and additional features. The Sales plan at $19 per user per month adds complete order history and advanced tasks. The Insights plan, priced at $28 per user per month, includes customer classification and detailed insights.
Overall, Revamp CRM for B2B Wholesale is a robust tool for managing customer relationships and sales activities in wholesale businesses. For more detailed information and user reviews, exploring the Shopify App Store is recommended.
- Free plan is available
- 14 day free trial is available
- The app offers a complete view of customers, including orders, notes, tags, and tasks
- It helps manage sales activities, automate processes, collect feedback, and track performance
- The app allows customer segmentation using over 40 data points
- It provides insights such as RFM classification, forecasted next order date, order cycle, and average order value
- It syncs tags with Shopify to keep data up-to-date
- The app integrates with various apps through Zapier
- It supports grouping tasks into sales plans and tracking outcomes
- The app automates customer journeys with email sequences and follow-up tasks
- It supports custom fields and detailed notes for personalization
- The app works with tools like Mailchimp, ActiveCampaign, and Cin7
- Users report difficulties with the initial setup and finding the app's interface confusing
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