A sales workspace that does more than track deals.

Built to quote without giving away margin.
PipelineCPQRenewalsCommissionsPartner programsHey Revari
The platform

Quotes come straight from the deal

Deals, quotes, renewals and commissions all work from the same records, so nobody re-types a deal to price it.

Quoting

Your pricing rules travel with every quote

Set commission rules and any pricing floors once, and they apply as reps build the quote. Reps see their commission and whether the price clears the floor before it goes out.

Live quote · Harbor Point Logistics
Monthly recurring · 120 seats × $13.50$1,620.00
Implementation (15% of first-year recurring)$2,916.00
First-year total$22,356.00
Your commission · 8% of first-year recurring$1,555.20
✓ Meets pricing floor · $10.80 core (floor $10.50)
Partner programs

Run your whole partner program in Revari

Give each partner client their own workspace and branding, and still see how the whole program is doing.

Partner program · client workspaces
Northwind Partners8 open deals · white-label on
$426.0K
Summit Ridge Advisors9 open deals
$212.0K
Bayline Group6 open deals
$97.3K
Inside the workspace

What a rep's day looks like in Revari

revarios.com/today
CA
Good morning · Thursday, October 8
Cassie Atwood
New quoteHey Revari
Quota · Oct
106%
$116.2K of $110K
Win rate
67%
4 of 6 this month
Quotes out
3
awaiting reply
Tasks
5
1 overdue
Your day
Follow up: Copper KettleAsked for a second option
Overdue
Renewal call: Lakeside DentalRenews Nov 1
Today
Quote Harbor Point Logistics120 seats
Today
Call Midwest ManufacturingScheduling add-on
Today
Closing soon
Cascade Hotel Group
Oct 22 · 70%
$132K
Ironworks Fabrication
Oct 28 · 65%
$86.4K
Northgate Logistics
Nov 4 · 65%
$74.5K
revarios.com/deals
Pipeline
Deals
+ New dealNew quote
$426.0K open$260K weighted8 deals
Prospect$19.8K · 2
Village PediatricsCore
$19.8KJordan
Bluebird StudiosCore
$0Cassie
Qualified$93.9K · 2
Copper KettleCore + Analytics
$52.6KCassie
Bluegrass DentalCore
$41.3KCassie
Discovery$160.9K · 2
Ironworks FabricationFull suite
$86.4KCassie
Northgate LogisticsCore + Scheduling
$74.5KCassie
Proposal$151.4K · 2
Cascade Hotel GroupCore + Scheduling
$132KCassie
Harbor Point LogisticsCore + Scheduling
$19.4KCassie
revarios.com/renewals
Renewals
UpcomingWin-back
AccountRenewsAnnual valueStatus
Lakeside DentalNov 1$48.2K24 days
Prairie Peak ClinicsDec 1$31.0KOn track
Summit OutfittersDec 29$22.4KOn track
Granite Supply Co.Lost Jul 14$18.9KWin-back
Why deals were lost · this quarter
Price3
Timing2
Stayed with incumbent1
Sell

Where the selling happens

Reps start the day on Today and work their deals from the board, with renewals always in view.

01 · Today desk

The day, already sorted

Today shows your quota pace, the day's tasks and the deals about to close.

02 · Pipeline board

Your deals, laid out by stage

See every deal by stage, with open and weighted totals the whole team works from.

03 · Renewals & win-back

Another shot at lost deals

Upcoming renewals sit in one list, with your lost deals and their reasons right beside them, ready for another try.

revarios.com/quotes/new
New quote · Harbor Point Logistics
Core platformper seat / month
$12.00
Scheduling add-onper seat / month
$3.00
Analytics add-onper seat / month
$2.00
120
10
% off
Live quote
$1,620.00/mo
Blended per seat · 120$13.50
Implementation (15%)$2,916.00
First-year total$22,356.00
Your commission
$1,555.208% of first-year recurring
✓ Meets pricing floor · $10.80 core
revarios.com/quotes/q-1042
Floor exception
Pending
Below floor · $9.84 core per seat (floor $10.50) · needs leadership approval
Approval request
QuoteHarbor Point Logistics · Core + Scheduling
Requested byCassie Atwood
Discount18% off · 120 seats
ApproverMorgan Lee · Sales leader
Approve exception
Morgan has been asked to approve this discount. Cassie gets a notification when it's decided.
revarios.com/quotes/q-1042/deliver
ProposalHarbor Point Logistics
Core platform120 × $10.80Scheduling add-on120 × $2.70Monthly$1,620.00
Sign here
Delivery
PDF proposalRendered from the quote
Done
Sent to Dana Reyesdana@harborpoint.example
Sent
Signing linkE-signature request
Awaiting
Deal stageDiscovery → Proposal
Moved
Quote

Price it right the first time

Price per seat or per unit, and switch on group quoting to put several entities on one proposal. Big discounts go to a sales leader first.

01 · Live pricing

The total moves as you type

Change the headcount, a product or the discount, and the total and commission update right away.

02 · Floors & approvals

Deep discounts get a second look

Price below a floor you set and the quote goes to a sales leader for approval.

03 · Proposals & e-signature

One click to send

Revari creates the PDF, sends it with a link to sign and moves the deal to Proposal.

revarios.com/prospecting/search
Lead search
Save 3 to list
State: ColoradoIndustry: Logistics50–200 people128 companies
CompanyCityPeople
Front Range FreightDenver140Add
Pikes CartageColorado Springs85Add
Platte River HaulersGreeley62Add
Summit Cold ChainAurora190Add
Mesa Parcel Co.Grand Junction58Add
revarios.com/sequences/new-logistics
New logistics leads
Published42 enrolled
1Day 1 · EmailIntro and a one-page overview
2Day 3 · CallTask for the account owner
3Day 6 · EmailShort follow-up with a case example
4Day 10 · TaskDecide: quote now or pause
✓Exit any timeTake one person out without touching the rest
revarios.com/marketing/campaigns
Q4 scheduling add-on
ApprovedScheduled
Audience
1,240
saved list
Excluded
37
opted out
Sends
Tue 9:00
Oct 13
EmailScheduling, now inside your workspaceSee how it worksUnsubscribe link included on every send
Grow

Find the next account

Search for companies that fit, then work them with sequences and campaigns.

01 · Lead search

Companies that fit

Filter by location, industry and size, then save the ones you like to a list.

02 · Sequences

Follow-up that runs itself

Line up emails, calls and tasks on a schedule. Emails go out from your own inbox, so nobody has to remember to follow up.

03 · Campaigns

Campaigns that respect every opt-out

Send an approved campaign to the audience you pick. Anyone who opted out is skipped automatically.

Security

Your clients' data stays theirs

Kept separate

Each client's data is walled off from every other client's.

A full audit trail

Every change is logged, so you can see who did what and when.

Sensitive data encrypted

Tax IDs are encrypted, and screens only show the last four digits.

Access by role

People see and change only what their role allows.

Quotes generated
Closed-won deal value
Accounts managed
Activities logged