RevoCRM overview
What RevoCRM keeps (leads, account owners, opportunities, calls, meetings, notes and tasks), how it works with RevoPSA and on its own, and who can use it.
Updated
RevoCRM is Revo's sales module. It keeps track of the people who might become customers, the deals you're working on and every conversation along the way. It's a module like RevoPSA or RevoDocs, licensed on its own.
What it keeps
- Leads: inquiries from your website's form or added by hand, each with an owner, until someone converts them into a prospect or disqualifies them. See Leads and the web form.
- Account owners: who on your team looks after each customer and prospect.
- Opportunities: deals with a customer or prospect, in a pipeline of stages, with what each is worth and when it should close. See Pipeline and opportunities.
- Activities: calls, meetings, emails and notes you log, and sales tasks with a due date. See Activities and tasks.
- The forecast: open deals by month, stage and owner, weighted by how likely each is, and your win rate. See Forecast.
Customers, prospects and contacts stay in Customers, shared by every module. RevoCRM points at them; it doesn't keep a second list of companies.
Where to find it
The sidebar's Sales group has Pipeline, Leads, Activities and Forecast. In a customer's workspace, Pipeline and Activities show only that customer. A customer's overview gets a Relationship section (its account owner, open deals, tasks and recent contact) and the home page a Sales section with your tasks.
Account owners
Set a customer's owner on its overview, in the Relationship section. The Owner column on the Customers list shows them (pick it under the list's columns), and converting a lead gives its owner to the new prospect.
With RevoPSA, and without it
- With RevoPSA, link its estimates to an opportunity. When the customer approves a linked estimate, the opportunity is marked won (you can turn that off in Settings → Sales). RevoPSA still turns the estimate into tickets, a proposed contract and charges.
- Without RevoPSA, everything else works. You type an opportunity's value by hand, and its Quotes section says quotes come from RevoPSA.
- RevoPSA without RevoCRM keeps tickets, contracts, billing and estimates. There are no leads; add prospects in Customers.
Who can use it
| Permission | Given to | Allows |
|---|---|---|
| See sales | Owners, admins, technicians | Leads, opportunities, activities, owners and the forecast |
| Change sales | Owners, admins, technicians | Add and change leads, opportunities and activities, set owners. Converting a lead into a new prospect also needs permission to add customers |
| Manage sales | Owners and admins | Pipeline stages, the lead form, deleting leads and opportunities, deleting other people's activities |
People limited to selected customers don't get RevoCRM, because a lead belongs to no customer yet. The customer portal shows nothing of it.