RevariReps see their commission while they build the quote
Reps price a quote from the deal and see their own commission as they go. If you set a pricing floor and a price drops below it, the quote goes to a manager for approval.
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Shopping for a CRM? Here's what you get with Revari.
Start with the four screens buyers ask to see most, then read Revari's answers to the questions worth putting to any vendor.
- Quoting is built inDeals, quotes, contracts and renewals share the same records.
- Commission in view while they priceReps see their commission and any pricing floor you set as they build the quote.
- Works for partner programsA partner can give each client a workspace of its own.
Harbor Point Logistics
New quote
Save draftSend proposal
ProductQtyPriceFloor
Core platformper seat, monthly120$12.00$10.50
Onboardingone-time1$2,400$2,000
Reporting packper seat, monthly120$2.10$2.50
Monthly recurring$1,692
Your commission$1,624.32
First-year value$22,704
Below floorReporting pack is under its floor price. A manager has to approve it.Ask for approval
Ridgeline Holdings
One proposal, three companies
Send proposal
CompanySeatsMonthlyAnnual
Ridgeline Freight85$1,020$12,240
Ridgeline Storage40$480$5,760
Ridgeline Fleet Services22$264$3,168
All three147$1,764$21,168
Lakeside Dental
Renewal
Start renewal quote
Initial term24 months
Auto-renewOn
Notice window60 days
RenewsNov 1
AccountRenewsAnnualNotice
Lakeside DentalNov 1$48,20060 days
Fernwood SupplyFeb 1$22,80090 days
Granite Peak ClinicsJan 10$14,10060 days
Copper Creek BuildersDec 15$31,20030 days
Willow Bay FoodsMar 1$7,90030 days
Northwind Partners
Client workspaces
Add client
ClientOpen dealsUsers
Summit Benefits146
Keystone Advisors94
Pinecrest Group2111
Harborline Co.53
Summit Benefits · branding
Summit Benefits
Summit Benefits · Proposal
Prepared for Harbor Point Logistics
120 seats · 24-month term
Client workspaces4
Open deals49
Users24
From quote to close, in one place
Walk through the screens your team will use every day, starting with the quote.
One proposal for a whole group
Some customers buy for several related companies at once. Revari keeps those companies under one account and prices each one on its own line in a single proposal. An admin turns it on in settings.
Each renewal keeps its own terms
Every renewal carries its own term, auto-renew setting, notice window and date, so the team can see what's coming up. Deals you lost come back around later as win-back chances.
Room for a partner program
A partner can run a separate workspace for each client. Proposals from a client's workspace carry that client's name and colors, and each client only sees its own records.
Questions to ask
Questions worth asking any CRM vendor
Revari's answer is under each one. Take the list with you to every vendor call.
- What will my reps see while they build a quote?
Their commission, updating live as they build the quote, and a heads-up the moment a price drops below a floor you set. A manager approves anything under it.
- Are quoting and the CRM the same product?
One product. Quotes start from the deal, so no one retypes an account or contact. When the deal is agreed, the contract goes out for e-signature from the same screen.
- How do people sign in?
With a password and a six-digit code sent by email, or with a passkey on their phone or laptop. Revari also limits repeated sign-in attempts from any one address.
- How do we bring our data over?
Upload a spreadsheet, or connect HubSpot or Salesforce, and your accounts, contacts and deals come across. You check the field mapping first, and a report shows what came in and what was skipped.
- How long does setup take?
Our team sets Revari up with you: your workspace, your pricing rules and floors, and your accounts, contacts and deals, brought over from a spreadsheet, HubSpot or Salesforce. Your timeline depends on how much you're bringing with you, and we'll map it out together on your demo.
- Can we see who changed what?
Every change is logged with who made it and when, going back as far as your plan allows. The Security page walks through it.
- What happens to our data if we leave?
It's yours. An admin can download a full copy of your workspace's records from settings at any time.
- Does it work on a phone?
Revari works in your phone's browser, so reps can check deals, update records and see their day between meetings.
- Where is our data stored, and is it secure?
Revari runs on AWS in the United States. Data sits on encrypted disks, every connection uses HTTPS, and backups run automatically. The Security page has the details.
- How is Revari priced?
As a monthly subscription, on a plan sized to your team: how many people use it, how many workspaces you run and how many contacts you keep. Add-ons such as Hey Revari and the Social Suite sit on top of any plan. Request a demo and we'll match the plan to your team and walk you through the numbers.
Questions
Common questions
Can we add the assistant?
Yes. Hey Revari is an add-on that answers questions from your workspace's live records. If you let it make changes, it asks you to confirm each one first.
Can we see it before we decide?
Yes. Request a demo on this site and our team will walk you through Revari with your own sales process in mind.
Do we need a consultant to set it up?
No. You work with Revari directly, and our team takes you through setup, including bringing your records over.