Getting started

Getting started & signing in

Your first sign-in, a quick tour of the main desks, and how to get back in if you're locked out.

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.

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If you have a question this guide leaves open, submit a ticket and the Revari team will reply at your work email.