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Getting started

Create your account, let EVORIV set up your workspace, bring your data across and invite your team.

Welcome to EVORIV

Create your account, verify your email and set up your workspace. What EVORIV covers today, and where to start.

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Set up your workspace

Name your company, choose Start fresh or Bring my existing data, and EVORIV sets up your sales pipeline straight away.

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What happens after setup

Where to start once your workspace is ready: the Getting started steps on Home and the one next step EVORIV suggests.

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Import your existing data

Bring companies, contacts, leads, deals, activities and tasks from your spreadsheets or CRM. Answer only what EVORIV can't be sure of.

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Explore an example workspace

Look around a fully set up, read-only example workspace before you build your own. Nothing you do there changes anything.

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Invite your team and set roles

Send invitations from Settings, choose each person's role, and see who hasn't accepted their invitation yet.

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