Products & pricing
Sell what you actually sell: products and services priced per unit, hour, day or fixed fee.
Add products and services to an Opportunity
Add what you sell to a deal, set quantities, hours or days and a discount, and let EVORIV calculate the amount.
Read articleSet up products and Price Lists
Create your catalogue once, then give each product a price per currency in a Price List.
Read articleRelated areas
Leads
Capture, qualify and convert the people who might become customers.
Pipeline & opportunities
Manage deals by stage, keep the forecast honest, and close them out.
Companies & contacts
One customer record that every app works around.
Tasks & activities
Log what happened, and keep track of what happens next.
Send from the record, and keep the message with the customer history.
My Work & follow-up
Prioritise the work that needs attention and keep follow-up moving.
Forms & quotes
Capture new interest and prepare commercial documents from Sales.
Automations, Agent & Approvals
Automate the work that repeats, let the Sales Agent prepare the rest, and approve what matters.