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EVORIV Sales

Run sales your way. Let EVORIV do the busywork.

Sales is the first Business App on the EVORIV platform. CRM, pipeline, products and pricing, quotes, follow-up, automation and a Sales Agent in one workspace, set up around how your company already sells.

No credit card needed to start.

Status
Available today
The pipeline board: open opportunities by stage with their value and close date
The daily flow

From a lead you are unsure about to a deal you can close.

Capture a lead, qualify it, convert it into a company, contact and opportunity, price the deal and follow it through to won or lost.

The Sales flow as it works in the product today
Company 360

See the relationship, not scattered records.

Open a company and the relationship is there: what it is worth, the opportunities in play with their next step, the people you deal with and everything that happened, in one view.

A company in EVORIV: the open deal and its stage, key contacts, recent activity and a company snapshot
Commercial value firstNext action in viewOne activity timeline
Products and pricing

Sell what you actually sell.

Add the products and services on a deal and EVORIV works out the value: quantities, hours, days and fixed fees, discounts and totals. The deal amount is always the real sum.

Products and services
One catalogue for what you sell, from equipment to consulting days.
Each, per hour, per day, fixed fee
Price the way the work is really sold, and bill it monthly or yearly.
Price lists
A price per currency, with earlier prices kept on the deals that used them.
Quotes from the deal
Drafted from the opportunity's lines, then accepted and signed online by your customer.

Read how pricing works

Selling hours, days and projects? See how other businesses use EVORIV

An opportunity with stage, value and close date, priced from products
My Work, sequences and automations

Nothing slips through.

Sequences line up the next email and call, automations handle the steps that always happen, and My Work puts what needs you today in one list.

Your day, in one place.

Approvals, overdue tasks, follow-ups and alerts, each on the customer it belongs to.

My Work: everything that needs you across EVORIV, with what is overdue first

Rules in plain words.

Every automation reads as a plain plan: when, wait, if, then. Fill in the few details that matter, switch it on, and every run is on the record it touched.

How automations work

An automation read as a plain plan: when, wait, if, then
Sales Agent

AI that prepares the work.

The Sales Agent reads your leads and deals the way a good colleague would: what has gone quiet, what is overdue, what closes soon. It tells you what matters and prepares the follow-up, the task or the next step.

  • Works from your own records and permissions
  • Explains why it suggests something
  • Prepares the work; it does not send on its own

What the Sales Agent does, and what waits for your approval

The Sales Agent: what it may do on its own and what waits for a person to approve
Approvals

AI prepares. You decide.

When the Sales Agent wants to email a customer or change a deal, it asks first. You see exactly what will happen and approve, edit or reject it.

  • Every email the Agent drafts waits for approval
  • Automation steps can ask a person first
  • Every decision stays on the record
Approvals: work the Sales Agent prepared, waiting for a person to decide
Intelligence

See what is actually happening.

Open pipeline, won revenue, deals that have gone stale and what closes this month, reported on the same records your team works in.

Sales intelligence: open pipeline value, pipeline by stage and upcoming closes
What Sales includes

Everything listed here exists in the product.

Leads

  • Create and edit leads
  • Assign an owner
  • Change status as you work it
  • Convert a qualified lead

Companies & contacts

  • Companies with their full history
  • Contacts linked to their company
  • Created for you on conversion

Opportunities & pipeline

  • Stage, value, probability, close date
  • Pipeline board by stage
  • Mark won or lost

Products & pricing

  • A catalogue of products and services
  • Price lists per currency
  • Each, per hour, per day or fixed fee, billed monthly or yearly
  • Quotes your customer accepts and signs online

Activity & tasks

  • Log calls, meetings and notes
  • Follow-up tasks on the record
  • Email from the record, kept on the timeline

Follow-up that keeps moving

  • My Work: everything that needs you today
  • Lead forms for your website
  • Sequences and automations
  • Import from CSV or Excel

Sales Agent & Approvals

  • Surfaces what needs attention
  • Prepares follow-ups and next steps
  • Every email it drafts waits for approval

Team

  • Record owners across leads, companies and deals
  • Roles and permissions from the platform
Getting started

A Sales workspace set up around how you sell.

You do not start from an empty CRM. EVORIV asks how your company sells, proposes a setup, shows you the plan and builds it once you agree.

01

Tell EVORIV how you sell

Your company, your goals, where deals come from and the stages they move through.

02

Read the proposal

A pipeline, a lead form, follow-up emails, a sequence, an automation and the Sales Agent, shaped to your answers.

03

Check the plan

Exactly what will be set up, item by item. Leave out anything you do not want yet.

04

Build and start

EVORIV checks your workspace, builds it and tells you the one thing to do next.

Guided setup: exactly what EVORIV will set up, item by item, before anything changes

Questions about EVORIV Sales

Is EVORIV Sales available today?
Yes. Sales is the Business App you can start with today. Start free, answer a few questions about how you sell, and EVORIV sets up your workspace.
Can I bring my current pipeline?
Yes. Export companies, contacts, leads and deals from your current CRM or spreadsheet as CSV or Excel and import them. EVORIV maps the columns and links the records, and you review everything before it is written. There are no direct connectors to other vendors.
How does a quote reach my customer?
Create the quote from the deal, add a personal note and send it. The customer opens a secure link, reads the quote in your branding and accepts and signs it online. A PDF is available too.
Does the Sales Agent send email on its own?
No. The Sales Agent prepares follow-ups and next steps from your own records. Every email it drafts waits in Approvals until a person approves, edits or rejects it.
Does EVORIV forecast my revenue?
No. Intelligence reports what is actually in your records: open pipeline, won revenue, win rate, average opportunity value, pipeline by stage, stale opportunities and upcoming closes.

See your sales in EVORIV.

Start with Sales today, from the data you already have.