Account Settings

General Settings

Branding

Reminders

Top Spenders

Languages

Revamp CRM presents some very essential settings with which you can manage your account and get the most of it.

Account Settings can be managed only by Owner & Admin user roles.

Navigate to  Settings Account.

1. General Settings: 

 Let you change many of the items that control how your account is displayed, such as the title, currency, time zone, owner role, industry, mailing address etc….

2. Branding: 

Customizing your profile and including your logo and your personalized color scheme to have your account matching your brand.

3. Reminders:  

Account reminders to Control which reminders are sent to your account users. We offer you some ready-made reminders to check directly from.

4. Top Spenders

Identify the criteria you want your Loyal Customers segment to be selected based on.

Note: This option is only visible and available for eCommerce plan and to the Owner user role.

5. Language support: (Coming Soon)

Revamp CRM is provided only in the English Language at the moment, but we’re definitely working on internationalizing Revamp CRM for users around the world.

If there’s a particular language you’d like to see Revamp CRM in, definitely let us know at hello@revampcrm.com.

Still need help? Contact Us Contact Us