How can we help?
Short, task-focused guides for what EVORIV does today.
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Daily work
Sales
Leads
Capture, qualify and convert the people who might become customers.
- Create and qualify a lead
- Convert a qualified lead
Pipeline & opportunities
Move deals through your stages, price them from products, send quotes and close them as won or lost.
- Work your pipeline
- Products and price lists
- Price an opportunity from products
CRM
Companies & contacts
The organisations you work with, the people at them, and how healthy each relationship is.
- How companies and contacts fit together
Tasks & activities
Log calls, meetings, emails and notes on a record, and plan the next step with tasks your whole team can see.
- Log a call, meeting, email or note
- Create and complete tasks
Customer Intelligence
Customer Health
One score per customer from 0 to 100, built from the Apps you use, with the reasons behind every score.
- What Customer Health is
- Read the Customer Health explanation
- Set up Customer Health
Customer feedback & signals
What customers tell you, NPS, CSAT and feedback, shown on the company and contact it belongs to.
- NPS, CSAT and feedback on the customer record
Capture & follow-up
Forms
Capture leads from your website with forms you build and publish yourself.
- Create a form
- Publish and share a form
- Submissions and attribution
Send email from a record, write reusable templates, and set up your signature and sending addresses.
- Send an email from a record
- Email templates
- Your signature and sending addresses
Sequences
Follow-up steps that happen in order for every enrolled lead, reviewed and sent from My Work.
- Build a follow-up sequence
- Enrol a lead in a sequence
Automation & AI
Insight
Support (Early Access)
Administration
Users, access & workspace settings
Workspace details, branding, team, roles, Apps and where every setting lives.
- Workspace settings
- Manage your Apps
- Roles and access
Fields & layouts
Add the information your team tracks, and design how each record page looks, without code.
- Fields and record layouts
Plans & billing
Your plan, your trial or Early Access, and what extra users and Apps cost.
- Plans and billing
Still stuck?
Tell us what you were trying to do and we will help.