ShotPro Revfinity Quickstart

Welcome to Revfinity, your all-in-one platform for automating marketing, managing leads, and growing your business.

In just a few simple steps, you’ll have your account ready to send texts, manage calendars, communicate effectively and send branded emails — all in one place.

Follow each section below in order to complete your setup for best results.

Step 1: Add Money to Your Wallet

How the Wallet Works

  • Each message or call deducts a small fee from your wallet.

  • You can add funds manually or set up auto-recharge so you never run out.

Our Low Messaging Rates

  • ShotPro Revfinity offers some of the lowest communication rates in the industry — giving you more reach for less cost.

  • Email: $0.001 per email so $10 will get you 10,000 emails.

  • SMS: $0.0124 per segment so $10 gets you 805 one segment messages.

  • A “segment” equals 160 characters.
    Short messages cost just over a penny; longer ones or those with emojis/images use more segments.

Add Funds

Navigation: Go to Settings → Billing → Wallet & Transactions

  • Click - Add Balance button.

  • Choose the amount (start with $20 to $50 recommended).

  • Confirm your payment.

  • Your wallet updates instantly - you're ready for phone setup next!

Step 2: Phone Setup

You’ll need a Toll-Free Number or local number to send SMS and make calls. Toll-Free numbers are faster to setup so we will give that overview here.

Navigation: Go to Settings → Phone Numbers → Add Number

  • Choose Toll-Free and select a number from the list. Click Proceed to Buy. The amount listed will be deducted from your wallet.

  • Follow the instructions and complete the Toll-Free Registration form. Include business name, use case and message type.

  • Submit for approval.

  • Wait 24-48 hours for approval before sending SMS/MMS.

  • Calls will works immediately.

Step 3: Domain Setup for Email

Connect your domain to send branded emails that land in inboxes.

Navigation: Go to Settings → Domains & URL Redirects

  • Click on Connect a Domain.

  • Click on Connect button under the email section.

  • Enter your domain, we recommend using a subdomain like send.yourdomain.com to avoid domain conflicts.

  • Click Add & Verify

  • Follow instructions to automatically setup DNS records.

Step 4: Business Info & Branding

Update your company details to personalize your platform and communications.

Navigation: Go to Settings → Business Info

  • Add Business Name, Logo, Address, Phone and Support Email.

  • Click Save Changes.

  • Your branding will automatically appear across forms and emails.

Step 5: Import Contacts

Bring your leads and clients into your CRM to start messaging them right away.

Navigation: Go to Contacts → Import Contacts

  • Export your list from your previous system as a CSV file.

  • Upload and map fields to match.

  • Add tags or assign to a pipeline.

  • Confirm your import - contacts are ready instantly!

Step 6: Create Forms to Capture Leads

Collect new leads directly into your Revfinity CRM.

Navigation: Go to Sites → Forms → + New Form

  • Add desired form fields.

  • Customize your thank-you message.

  • Embed your form on your website in place of contact forms.

  • Submit a test entry to confirm it appears in Contacts.

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