Rev Platform
31Platform Features

Everything you need to unify your revenue stack

Rev Platform provides the foundational infrastructure that ties all your revenue tools together. Authentication, billing, workflows, and reporting — all in one place.

Authentication & SSO

Secure, centralized identity management across all ROHQ products.

Single Sign-On

Popular

Authenticate once and access every product in the suite seamlessly.

SAML & OIDC Support

Enterprise-grade identity federation with your existing IdP (Okta, Azure AD, etc.).

Multi-Factor Authentication

Add an extra layer of security with TOTP, SMS, or hardware key support.

HubSpot OAuth Integration

Native HubSpot authentication flow for seamless CRM connectivity.

Session Management

Centralized session control with timeout policies and device tracking.

Unified Billing

One subscription, one invoice for your entire revenue stack.

Consolidated Invoicing

Popular

Single invoice for all products. No more reconciling multiple vendor payments.

Usage-Based Add-ons

Pay only for what you use with transparent metered billing for overages.

Multi-Currency Support

New

Invoice and pay in your local currency with automatic FX handling.

Contract Management

View, renew, and manage all product subscriptions from one dashboard.

Cost Analytics

Understand spending by product, team, and user with detailed breakdowns.

Cross-Tool Workflows

Automate processes that span multiple products in the suite.

Visual Workflow Builder

Popular

Drag-and-drop interface to create automations across any ROHQ product.

Event Triggers

Start workflows from events in any product—meetings, quotes, sync completions.

Conditional Logic

Branch workflows based on data conditions, user roles, or custom rules.

Scheduled Automations

New

Run workflows on a schedule—daily reports, weekly syncs, monthly rollups.

Notification Actions

Send Slack, email, or in-app notifications as part of any workflow.

Consolidated Reporting

Roll-up dashboards and analytics across your entire revenue stack.

Unified Dashboards

Popular

See metrics from every product in one place with customizable layouts.

Cross-Product Funnels

Track conversion from first meeting to signed contract to collected invoice.

Goal Tracking

Set and monitor team goals with automated progress tracking.

Real-Time Metrics

New

Live updating KPIs with sub-second latency across all products.

Scheduled Reports

Automated daily, weekly, or monthly report delivery to stakeholders.

User & Permission Management

Centralized team admin with roles and access controls.

Role-Based Access Control

Popular

Define roles with granular permissions across all products.

Team Hierarchy

Mirror your org structure with departments, teams, and reporting lines.

User Provisioning

Pro

Auto-provision and de-provision users via SCIM or directory sync.

Product-Level Permissions

Control which users can access which products in the suite.

Audit Logging

Complete audit trail of user actions across all products for compliance.

Data Sync Engine

Keep HubSpot and all tools in perfect sync with near real-time data flow.

HubSpot Bi-Directional Sync

Popular

Two-way sync between HubSpot and all ROHQ products, always up to date.

Real-Time Event Streaming

Sub-second data propagation between products for immediate consistency.

Conflict Resolution

Intelligent handling of concurrent edits with configurable merge strategies.

Data Transformation

New

Map and transform fields between systems with a visual mapper.

Sync Health Monitoring

Real-time dashboard showing sync status, errors, and throughput.

Historical Backfill

Catch up on historical data when adding new products to your stack.

Ready to unify your revenue stack?

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