Job ticket 01
ContactsContacts that stay on one record
A clean list, fast search, and a profile with notes and activity for that person.
Don't let it sit
Every lead, deal, and follow‑up in one workspace.
Each company gets its own sub-account. Revamp CRM keeps the contact, the pipeline, and the next task on the same record, with forms, calendar, and messages. Revamp turns on messaging and the assistant when you need them.
A lead with no follow-up task is already going cold.
Replies, notes, and messages belong in the CRM, not in someone's head.
After the shop closes
The first reply does not have to wait until morning.
When Revamp sets up the assistant, it handles usual questions and leaves the crew a next step. Text or web chat. Voice too, when that channel is on.
- Reply during the hours Revamp set for the workspace
- Use the business notes you gave it
- Catch a Saturday visit request so someone can confirm it
- Hand the messy ones to a person
Sample conversation.
Visitor: Hey. Found your kitchen page. Do you cover Oak Park?
Assistant: We do. Whole kitchen, or just the counters and cabinets?
Visitor: The whole thing. Could someone stop by Saturday?
Assistant: I can get that to the crew. Want the project guide too?
Visitor: Around 2 works. Yes please. I'm Alex, alex@example.com.
Assistant: Got it, Alex. Saturday around 2, plus the guide. Someone will confirm the time.
Contact saved: Alex · Oak Park
Follow-up task: Confirm Saturday around 2
On the floor
Walk the bays. Each ticket is a job.
Each company has its own sub-account. Revamp can turn on extra channels during onboarding when you need them.
Job ticket 01
ContactsContacts that stay on one record
A clean list, fast search, and a profile with notes and activity for that person.
Job ticket 02
PipelineA pipeline you can move
A six-stage board with deal cards and stage timers. When a deal is lost, the board asks why.
Job ticket 03
Follow-upFollow-up that starts with the form
When messaging is configured, a new inquiry can start a sequence instead of waiting in an inbox.
Job ticket 04
ScheduleCalendar and tasks in the same workspace
A month grid, a due-today badge, and events linked to the contact. The next action sits beside the record.
Job ticket 05
FormsForms with a public page
Build the fields, publish at /f/[id], or embed the form. Submissions create contacts.
Job ticket 06
WebsiteWebsite publishing, when you need it
Optional, and available only after a provider is configured. Ask Revamp what your workspace can use.
Job ticket 07
MessagesEmail and SMS from the contact
Available when Revamp has set up the sender for that workspace.
Job ticket 08
SearchSearch from anywhere
The command palette finds a contact, deal, task, event, or form.
Job ticket 09
ReportsReports without an export
Date-range KPIs, a pipeline funnel, won revenue, and leads by source.
Intake board
5 questions
Talk to Revamp about the company. We create the sub-account and invite the team. People sign in with that invite.
Yes. Revamp CRM is for Revamp businesses and companies we take on. A clinic gets its own workspace. A job site does too.
Revamp runs the agency. Company admins manage their sub-account and its members. Collaborators stay in the workspace they were invited to.
Messaging and booking depend on what Revamp turns on during onboarding. The assistant does too.
Yes. Each company has its own sub-account. Members work there, while the Revamp agency owner watches the company accounts.
The bottleneck
Get the team into one workspace.
Tell Revamp about the company. We'll sketch the workspace, turn on what you need, then invite the people who should be in it.
Work order
New workspace
- Company
- Tell us who it is
- Need
- What should be on from day one