Signing in for the first time
Your workspace administrator invites you to Revari. Depending on how your team is set up, you'll either receive sign-in details directly from your admin or use your existing Google or Microsoft work account.
Go to revarios.com and click Sign in. If your admin created your account with a temporary password, Revari asks you to choose a new one the first time you sign in. Pick a password you use nowhere else.
Finding your way around
Revari follows the path a sale takes: find a buyer, work the deal, price it, send the proposal and keep the customer.
- Today: your starting screen each morning, showing what's won, what's moving and what needs you next.
- Accounts: every customer relationship, with its contacts, deals and history together.
- Deals: your pipeline board, from first conversation to closed-won.
- Quotes: build, price and send proposals.
- Renewals: your active subscriptions and their upcoming contract dates.
- Reporting: numbers for you, your manager and your finance team.
Getting back in
Use the password reset link on the sign-in page and we'll email you a reset link. If you sign in with Google or Microsoft, reset your password with that provider. Your workspace administrator can also help, or you can submit a ticket to the Revari team from the Support page.
Revari