Apps on the same customer, not separate systems.
Every App works around the same company, contact and history. Adding one does not add another customer database to reconcile.
Sales and Support
Sales is available today. Support is rolling out during Early Access, workspace by workspace. Everything listed exists in the product.
Sales
Import the customers you already have, then work leads, deals and quotes on one pipeline, with follow-ups your automations run.
- Guided import from CSV or Excel exports, reviewed before anything is written
- Leads, companies and contacts with one activity timeline
- Pipeline board with stage, value, probability and close date
- Products and price lists on the deal
- Quotes created from the deal, accepted online by the customer typing their name
- Email from the record, kept on the timeline
- Automations for repetitive follow-ups, read as a plain plan before you switch them on
- Tasks and My Work for what needs you today
Support
Tickets from the address your customers already write to, on the same company and contact your sales team works with. Surveys and feedback land on that customer as Customer Signals.
- Arrives set up with sensible defaults; connect the inbox customers already use
- Tickets next to the customer's company, contacts, deals and history
- Queue, assignment and Support automations
- Response targets on every ticket, so you see what is close to its target
- Surveys and feedback requests, with answers shown on the customer as Customer Signals
- Open leads
- 18
- Open deals
- 7
- Pipeline value
- € 214k
- Tasks due
- 4
| Lead | Company | Owner | Status |
|---|---|---|---|
| Ilse Vermeer | Nordkade Logistics | R. Jansen | Working |
| Tom Berger | Halden Techniek | S. de Wit | Qualified |
| Anna Kruse | Veldhof Groep | R. Jansen | New |
| Peter Doorn | Kaap Installaties | S. de Wit | Follow-up |
Not available yet.
Listed so you can judge whether EVORIV is heading where your business needs to go. You cannot install these today.
Operations
Delivery and project work that starts from the deal you won, on the same customer record.
Marketing
Campaigns and audiences built from the contacts already in your workspace.
Finance
Invoicing that reads from the same customer record, so finance and sales agree about who the customer is.
Planned Apps have no committed release date. We would rather tell you that than imply otherwise.
One customer, whichever team is looking.
When Support opens a ticket, it sits on the same company Sales sold to. That is a property of the foundation, not an integration you have to buy.
Apps
Start with Sales.
Import your customers, work a real deal through it, and add Support once it is rolled out to your workspace.