Harvest is a cloud-based business management and accounting software. It provides a very useful time tracking tool, with professional-looking invoices. Harvest helps users speed up creating, sending and managing invoices online and get paid faster. As a CRM designed for Small Business, Revamp CRM excel at providing all the features needed to close more deals like:
- Visual Sales Pipeline: With Actionable Deal’s Card to help you add notes, tasks and send emails without leaving your Sales Pipeline.
- Sales Follow-up Reminders: We remind you to make a contact when an invoice is overdue, and we provide you pre-built email templates to help you follow-up with one click.
- Custom Fields & Tags: Use our Tags & Custom Fields to capture information specific to your business and your business process.
- Segmentation: Use contact management tools and filters to sort your contacts into different Segments and Lists.
- 360 view Contact Profile: for each contact, including your Contact’s Tickets, Invoices Notes and even Email and Communication History.
- Email Marketing: Our pre-built email marketing automation enables you to trigger the next steps in the sales process to turn your potential leads into paying customers.
- Integrate with a 3rd party: Export all or part of your Contacts to MailChimp, Constant Contact or other email provider Lists.
- Sales Pipeline: Visual Sales Pipeline to help you close your B2B Deals Fast.
- Deal’s Dashboard:See your sales results alongside activity metrics like number and value of deals added and number of completed sales activities.
- Sales Reports: Sales Funnel Report, Team Insights and Team performance Reports to help you take the best decisions for your business.
- And much more..
Harvest Integration Advantages for Small BusinessRevamp CRM gives you the ability to synchronize your contacts and Invoices with your Harvest account.
- We sync twice a day to import your Harvest contacts, invoices and update their status.
- If you contacts don’t exist in your Revamp CRM account, we will automatically add them to your contacts.
- We will import all your invoices and attach them to relevant Revamp CRM contact profile.
- Your invoices status will get updated according to changes in your Harvest account.
- We will remind you to send an email or make a contact when an invoice is overdue.
- You can use our contact management tools and filters to easily segment contacts with overdue invoice, paid invoice or any other invoicing status.