Revenue CRM Description

Revenue CRM is a web-based platform designed for managing customer relationships within B2B sales teams, agencies, SaaS resellers, contractors, and educational institutions. This tool consolidates contacts, companies, deals, marketing, sales, and customer success activities into unified records, with various editions customized for distinct workflows. Its AI capabilities can convert images of business cards, handwritten notes, and voice memos into preliminary records, summaries, and actionable follow-ups for user approval. The platform boasts 175 preconfigured RevOps automations, along with tools for pipeline management, forecasting, email marketing, task management, and tracking customer success. Integration capabilities are robust, featuring REST API, GraphQL, an MCP server, outbound webhooks, and compatibility with services like HubSpot, Notion, Google, LinkedIn, and Stripe. Administrators benefit from role-based permissions and audit logs, which facilitate efficient management of access and modifications. Furthermore, the user interface is accessible in multiple languages, including English, Japanese, and Traditional Chinese, catering to a diverse global audience. This comprehensive approach ensures that teams can efficiently collaborate and streamline their operations for better outcomes.

Pricing

Pricing Starts At:
¥3,000/user/month
Free Trial:
Yes

Integrations

API:
Yes, Revenue CRM has an API

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Company Details

Company:
Consilegy
Year Founded:
2025
Headquarters:
Japan
Website:
consilegy.com/en/crm/

Media

Revenue CRM mobile dashboard showing pipeline total, forecast, orders, and win rate.

Revenue CRM mobile dashboard showing pipeline total, forecast, orders, and win rate.

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Product Details

Platforms
Web-Based
Types of Training
Training Docs
Training Videos
Customer Support
Online Support

Revenue CRM Features and Options

Revenue CRM User Reviews

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