Customers and CRM
Keep customer records, complete activity, account ownership and the next follow-up together. Review contact imports before adding them to your company's CRM.
Explore CRM and follow-upsTHE REVONARO PLATFORM
Business automation.
Built around your team.
Connect customer work, everyday tasks and company decisions in one workspace. Start with the tools your team needs, then build a repeatable process around them.
CONNECTED CAPABILITIES
Find the tools for
the job at hand.
Each area has a focused purpose. Follow a feature page for details, permissions and setup requirements.
Tasks and workflows
Give each step an owner, connect department handoffs, and add conditions, waits and approval steps to repeatable business processes.
Explore workflow automationAI assistants and strategy
Choose the job you need help with, find answers in permitted company knowledge, and practice sales conversations with your own assistant. AI requires an owner-approved connection.
Explore AI assistantsMarketing and campaigns
Build from a campaign goal, compare AI messages, and review uploaded results. Give the next experiment an owner and review date, with approval before tasks or supported sends.
Explore marketing toolsQuotes and invoices
Tie quotes and invoices to a customer ID. Reuse your department's saved tax and fee rules, applying only the charges relevant to each document.
Explore quotes and invoicingCalendars and collaboration
Create personal or shared calendars, choose who can add events, and connect appointments and reminders to customer work.
Explore calendars and remindersCompany control
Create departments, delegate permissions, share files with selected people and track department goals. Give each team the access its work requires.
Explore company managementONE CUSTOMER, SEVERAL TEAMS
A connected path
from request to delivery.
A fictional service business receives an inquiry. Sales records the conversation and prepares a quote. Once the customer accepts, operations receives assigned onboarding tasks. Finance keeps the invoice against the same CRM ID. Each team can review the relevant context and next step.
- 01Capture the request
Review the CRM record and choose the responsible employee.
- 02Prepare and approve
Check the scope, customer message and any proposed charges.
- 03Assign the next step
Hand work to the right department with an owner and due date.
- 04Review the outcome
Read the activity and completed tasks before deciding what follows.
START WITH ONE PROCESS
Keep the first step small.
Choose one repeated task your team already understands. Agree on the approval points, test it with sample records and expand once the handoffs are clear.
YOUR NEXT STEP
Explore the work.
Understand the fit.
Revonaro is currently in private preview. Read the access details and setup requirements before planning your company's next step.
Request early access