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Use cases

For teams that sell and support the same customers.

Four example workflows for B2B teams of roughly 10 to 75 people: services firms, agencies, consultancies and IT services companies. Each one uses only what is in the product today.

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Example workflow · B2B services firm

From a spreadsheet of clients to a pipeline the whole team trusts.

Client lists live in a spreadsheet and deals in someone's head. Proposals are rebuilt in a document every time.

  1. Import

    Upload the client spreadsheet. EVORIV links contacts to their companies and flags duplicates before anything is written.

  2. Deal

    Each new request becomes an opportunity on the pipeline, with value and close date.

  3. Quote

    Services from the price list go on the deal, and the quote is sent as a link the client signs online.

Import result with the companies, contacts and deals that came through
Example workflow · Agency

Quote the retainer from the deal, then keep the follow-up on rails.

New business moves fast, and follow-ups after a pitch slip when the team is busy delivering.

  1. Deal

    The pitch is an opportunity with its contacts and every email on one timeline.

  2. Quote

    The retainer and project fees become a quote created from the deal.

  3. Automation

    A follow-up after the quote is sent runs on its own, read as a plain plan before it is switched on.

A quote created from the deal, ready to send
Example workflow · Consultancy

One record of the client, from first call to feedback.

Partners keep their own notes, and nobody sees the full relationship when a client calls.

  1. Customer

    Calls, meetings, notes and emails sit on the company and contact, visible to everyone with access.

  2. Deal

    Engagements move through the pipeline to won or lost, and the history stays either way.

  3. FeedbackRolling out

    After delivery, a short survey goes out and the answer shows on the client as a Customer Signal.

A company record with its contacts, deals and full activity history
Example workflow · IT services company

Sell the contract and support the customer on the same record.

Sales closes the contract in one tool, support tickets arrive in another, and neither sees the other.

  1. Switch

    Export from the current CRM as CSV and import companies, contacts and open deals.

  2. Quote

    The contract is quoted from the deal and accepted online.

  3. SupportRolling out

    Customer emails become tickets next to the company, contacts and deals, so the engineer sees what was sold.

A support ticket next to the customer's company, contacts and deals

Try it with your own customers.

Import a sample of your data and walk one deal through it.

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