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Customer Support Portal

Service is one of the cornerstones of our business, and we are making significant investments to ensure you have an exceptional experience every time you engage with the Revalize team.
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Frequently asked questions

Customer support

The Revalize Customer Portal is the primary channel for requesting support,

The support agent will likely reach out to customers using email or the Chatter function within the portal. In complex situations where a phone conversation is best, the support agent will call the customer.

Global Customer Support works diligently to respond to all issues in a timely manner. It’s difficult to precisely predict response times because issues can vary widely. Global Customer Support prioritizes tickets based on several factors, including but not limited to the reported issue severity, the business impact, the environment experiencing the issue. The initial response time for requests will vary depending on these factors.

Not yet. We are working to expand the functionality of the portal to include these and other helpful functions.

No, the old system will be discontinued and the new Revalize Customer Portal will replace the old system.


No, there are no changes to how you receive your invoice and where you send payment.
No, you may continue to reach out to your current contacts as you have for billing questions.

Customer success

Your Customer Success Manager (CSM) is your ongoing point of contact and, much like an account manager, is responsible for ensuring that Revalize provides value to your business. They do this by working to understand your business and strategic objectives while being your voice inside Revalize. 

Services billing

Your Customer Success Manager (CSM) connects you with Professional Services and Content Services talent as needed and works with you to identify and assign resources for your project or training. During active projects, your Professional Services or Content project manager is your main point of contact; your CSM will also routinely touch base to ensure your needs are being met. If you have questions or needs around Project Billing, please contact Services Billing by following the link below.

Global customer support

Whether it’s as simple as a forgotten password or as complicated as an unexpected bug in the code, the Global Customer Support team is ready to help triage any issues you might encounter. 

Accounting inquiries

For questions about banking information, W-9 forms, and other financial topics, please use the following link to get in touch with our accounting team.

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Revalize training

PLAN-IT training

Unleash the full potential of PLAN-IT with our Project training series featuring a comprehensive demonstration of its latest features. Select from individual classes, group packages, private virtual and on-site session, Certifications also available.

AutoQuotes training

Revolutionize your productivity with our classes, specifically designed to help you master AutoQuotes and its suite of powerful products with ease.

Configure One Cloud training

Unlock the power of Configure One Cloud with our training classes designed to focus on the features and functionality that will take your sales experience to new heights.

AGi32 and Elum Tools training

Experience the power of personalized and interactive learning with our courses that are led by industry professionals and geared toward building a mastery of the ElumTools and AGi32 applications.

FLO-Master training

Master PIPE-FLO and PUMP-FLO with FLO-Master Academy, the industry’s premier training certification platform for both software solutions.

Contact training at [email protected]