Customers & portal

Customers and prospects, contacts and the read-only customer portal.

1. 1Add and manage customersAdd customers and prospects, import them from Syncro, convert, archive, unarchive and delete them.
2. 2Prospect risk assessmentCreate a prospect, run a passive external assessment and produce client-ready reports in one step.
3. 3Customer contactsWho Revo knows at each customer, where contacts come from, and how their mailboxes are checked for exposure.
4. 4Customer portalGive a client read-only access to their own organisation's overview, shared findings and reports.
5. 5Sites and business hoursA customer's locations, your team's working hours and holidays, and a customer's own hours when they differ.
6. 6Custom fields, tags, roles and co-managed accessAdd your own fields and tags to customers, contacts, sites and devices; build roles from the presets; give a technician or a customer's own IT team only some customers.