RevGuide

RevGuide surfaces relevant information directly on CRM record pages. Set up rules that trigger banners, plays, media embeds, and tooltip definitions based on the properties of any contact, company, deal, or ticket.

--Banner rules--

Create banners that appear when records meet specific conditions. Choose from info, success, warning, or error styles. Messages support rich text formatting including bold, italic, lists, and links. Combine multiple conditions with AND/OR logic, or display banners on all records of a given object type.

--Plays--

Build battle cards for competitors, objection handlers, process guides, and tips. Plays open in Chrome's side panel and persist as you navigate between records. Add expandable sections with formatted content and link to external documentation in Google Docs, Notion, or other tools.

--Wiki glossary--