The CRM That Puts Relationships First

The Dispatch Board That Keeps Your Team Moving

Rev.io PSA’s Customer Relationship Management tools are purpose-built for IT MSPs and Telecom Service Providers who need a centralized, real-time view of every customer relationship.

Customer Management

Customer Relationship Management That Connects Sales, Support and Billing.

Rev.io’s Customer Management features help MSPs and Telecom Providers centralize client data, streamline communication, and deliver consistent, high-quality service. With detailed account histories, linked services, and full integration with billing, projects, and support, your team always has the context needed to strengthen relationships and drive retention.

All Your Customer Info In One Place.

When account details, contact history, and services are spread across tools, teams waste time and miss important context.

Rev.io PSA consolidates everything into one platform - giving your team quick access to contracts, contacts, tickets, and more, all from a single screen.

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Consistent Communications And Better Follow Ups.

Without centralized records, important updates and client conversations can slip through the cracks.

Customer notes, call logs, and integrated email threads ensure your whole team stays aligned and nothing gets lost - improving response times and client trust.

Lack of Proactive Insights Into Service and Performance.

Without AI, most PSA tools only offer reactive reporting.

Built-in intelligence from Ask Rev.ii helps you predict issues, flag inefficiencies, and recommend optimizations—turning data into action before problems arise.

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Shared Customer Insights
Across Your Entire Team.

When departments don’t share customer insights, the client experience suffers and upsell opportunities are missed.

With Rev.io PSA, your entire team - from sales to support - gets real-time access to customer details, service history, and account status, creating a seamless client journey.

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Explore Even More Features
of Rev.io's PSA Software

Rev.io’s CRM isn’t just a client database - it’s the operational core of your PSA system. From automating customer updates to linking service usage with billing, support tickets, and project activity, our CRM ensures every department is working with the same up-to-date information.

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Service Desk

Accelerate service and boost customer satisfaction.

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Time & Expense Tracking

Ensure every billable hour is captured.

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AI Assistant

Smart automation and real-time recommendations.

mobile-enabled

Mobile Enabled

Fast, accurate field updates from anywhere.

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Scheduling & Dispatch

Automatically balance workloads and boost efficiency.

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Customer Mangement

Deliver personalized service with 360° account views.

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Integrations Marketplace

Connect instantly to Pax8, QBO and more.

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Tax Calculator

No guesswork - just accurate tax on every invoice.

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Inventory Management

Track every asset from warehouse to work order.

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Analytics & Reporting

Surface insights that boost your bottom line.

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Workflow Automation

Automate routine tasks and streamline service delivery.

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Billing & Payments

Create, customize, and send invoices in seconds.

Join 1,000+ companies already growing at scale
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Customer Management for Service Providers, Designed to Strengthen Every Interaction.

Your customers expect fast, personalized service - and Rev.io’s CRM helps you deliver it. Whether you're tracking interactions, managing renewals, or aligning sales with support, our centralized platform ensures your whole team works together to enhance the client experience. 

Schedule a demo today and start building stronger customer relationships!