Rev Platform

Documentation

Features and capabilities for each Rev Platform product.

RevOps Connect

Integration Platform

  • Pre-built connectors for 50+ systems
  • Visual workflow builder
  • Real-time bi-directional sync
  • Conflict resolution and error recovery
  • Sync health monitoring dashboard
  • Detailed logs for troubleshooting

RevCPQ

Configure Price Quote

  • Dynamic product configuration
  • Custom pricing rules and discounts
  • Approval workflows
  • E-signature integration
  • Invoice generation
  • Subscription and usage billing

Field Pro

Field Service Management

  • Drag-and-drop scheduling
  • Technician dispatch and routing
  • Mobile app with offline support
  • Job status tracking
  • Parts and inventory management
  • Time capture and invoicing

Schedule Pro

Scheduling Platform

  • Individual and team calendars
  • Round-robin scheduling
  • Custom booking pages
  • Timezone handling
  • Meeting reminders
  • HubSpot activity logging

RevOps Cortex

AI Intelligence

  • Predictive lead scoring
  • Deal health monitoring
  • Revenue forecasting
  • Win/loss analysis
  • Automated insights
  • Daily briefings for reps

RevERP

Enterprise Resource Planning

  • Finance and accounting module
  • Inventory management
  • Procurement workflows
  • Revenue recognition
  • Profitability reporting
  • Multi-entity support

RevPortal

External Portals

  • Customer self-service portal
  • Partner deal registration
  • Vendor invoice submission
  • Custom branding
  • Granular permissions
  • Bi-directional HubSpot sync

MiniMap

Geospatial CRM

  • Interactive CRM mapping
  • Territory management
  • Route optimization
  • Location enrichment
  • Geographic filtering
  • Proximity-based assignments

RevGTM

GTM Strategy Platform

  • People inventory and org charts
  • Tech stack documentation
  • GTM audit framework
  • Desired reporting templates
  • Strategy alignment tracking
  • Institutional knowledge base

RevAudit

Automated HubSpot Audit

  • Data quality scoring
  • Duplicate detection
  • Property usage analysis
  • Workflow dependency mapping
  • Compliance checks
  • Automated recommendations

Need Help?

Questions about features or implementation? Our support team is here to help.

Contact Support