What RevGrow is
RevGrow is a complete CRM for agencies and service businesses that you buy once and run yourself. You get the full source code, deploy it on accounts you control, and run every client under your own brand. There is no per-seat fee and no monthly fee to us.
Everything lives in one system: contacts, the unified inbox, calling, pipelines, workflows, campaigns, forms, calendars, invoicing, documents, reputation, social planning, reporting and more. Records update live, so when a contact replies or a deal moves, everyone looking at it sees the change without refreshing.
How accounts are organised
RevGrow has three levels. Knowing them makes every other page easier to follow.
| Level | What it is |
|---|---|
| Agency | The top level. You own the installation and can see everything in it. |
| Brand | A grouping inside your agency with its own branding, billing schedule and provider settings. If you only run one brand, a default one is created for you. |
| Sub-account | One workspace per client. Each holds that client's contacts, conversations, pipelines and everything else, kept fully separate from every other client. |
Every brand also has an admin sub-account. Use it for your own agency work or as a safe place to test workflows before you roll them out to clients.
Your first hour
- Connect an email provider in Settings, then Integrations, so the platform can send mail. Add texting and calling later if you need them.
- Create a test contact with your own name, email and phone number.
- Open Conversations and send that contact a message to confirm delivery.
- Create a pipeline with a few stages, add a deal for your test contact and drag it between stages.
- Build a small workflow, for example a welcome email when a contact is created, and watch it run.
- Walk through Settings to add your tags, custom fields, email signature and notification preferences.
Roles and access
Four built-in roles cover most teams: Agency Owner, Brand Admin, Sub-Account Admin and Sub-Account User. You can add as many custom roles as you like, with permissions set module by module across 35 modules. A user can never grant someone more access than they hold themselves.
Getting help
Start with Troubleshooting for the common fixes. For anything else, email hamid@revgrow.app with a short description and a screenshot.
Something missing or unclear? Email hamid@revgrow.app.