Actionstep

Actionstep + RevSend Integration

Discover how Actionstep + RevSend empowers law firms to boost client retention and revenue with automated, personalized gifting directly from your CRM.

Integrate Actionstep with RevSend to streamline your legal practice management and elevate your client experience. RevSend makes it easy for law firms using Actionstep to send personalized gifts—digitally or physically—at just the right time. Automate gifting for client onboarding, case milestones, and thank-you gestures. Enjoy features like custom packaging, handwritten notes, and real-time tracking to ensure your gifts leave a lasting impression. By syncing Actionstep’s client data with RevSend, your team can drive better engagement, retention, and loyalty, all without leaving your CRM.

Set-up

Get started in the RevSend Integration Page

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RevSend

Make Professional Connections Personal