R/REVENUE SIGNAL CRM

DESKTOP WORKSPACE

Your client workspace, on every computer.

Install Revenue Signal CRM as a secure desktop application.

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SECURE WORKSPACE

Sign in

Manage leads, conversations and next actions.

Email Password

Access by administrator invitation only.

INVITATION

Create password

Set your personal password to activate your CRM access.

First nameLast name

Password Repeat password

R/REVENUE
SIGNAL CRM

More signals.
More revenue.

WORKSPACE

Pipelines

⌕

CHOOSE PIPELINE

All tasks

Deadlines, follow-ups and team workload.

All documents

Client files, proposals, contracts and team materials.

Team access

Invite people by email, assign roles and distribute leads. Every person creates their own password.

Full nameEmailRole

Client database

Administrator-only export of leads and submitted answers.

NEW RECORD

Add lead

Name Company Email Phone / WhatsApp Source Language Context

WORK ITEM

Create task

TaskDescriptionLeadResponsibleDeadlinePriorityStatus

KNOWLEDGE & FILES

Add document

TitleCategoryLeadExternal linkDescriptionFile (optional when link is provided)

CLIENT RECORD

Add client

Name and surname / Имя и фамилияCompany / КомпанияPosition / ДолжностьEmailPhone / WhatsAppTelegramCountry / СтранаLanguage / ЯзыкSource / ИсточникType / ТипStatus / СтатусResponsible / ОтветственныйStart date / Дата началаDescription / notes / Примечания

PROJECT / ORDER

Project / order

Project nameServiceStatusStartDeadlineValue · USDBillingContract / ДоговорDescription

ACTUAL / PLANNED PAYMENT

Payment / Оплата

Project / ПроектPayment type / Тип платежаPayment label / Название этапаAmount · USD / СуммаPayment or due date / ДатаStatus / СтатусMethod / СпособReference / НомерReceipt / ЧекComment / Комментарий

INSTALL APP

Install Revenue Signal CRM