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CRM for small businesses

A CRM for small businesses, without the complexity.

Your customers, deals, quotes and follow-ups in one place, set up around how you already work. No implementation project and no consultants: name your company, bring your spreadsheet and start working the same day.

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No credit card

The pipeline board: open opportunities by stage with their value, close date and owner

What changes when your customers live in EVORIV

  • Nothing lives in one person's head

    Every customer, deal, call and email sits on one shared record the whole team can read.

  • Follow-ups stop slipping

    My Work shows each person what needs them today, and automations handle the steps that always happen.

  • Quotes in minutes, not evenings

    Price the deal from your products and send a quote your customer accepts online.

Customer 360

Everything about a customer, on one page.

Open a company and the whole relationship is there: the people you deal with, the deals in play and what they are worth, the open tasks, every call, meeting and email, and the files you shared. When a colleague is away, the next person picks it up without asking around.

  • Companies and contacts linked to each other
  • One activity timeline per customer
  • Files and quote PDFs on the company

How Customer 360 works

Aquila Travel in EVORIV: Customer Health 87, Healthy, beside the won deal, the key contacts and the recent meetings and calls
Start from what you have

Bring the spreadsheet you already have.

Drop in your customer list, an old CRM export or a few Excel files, in any order. EVORIV recognises the companies, contacts, deals and activities in them, connects them to each other and only asks what it cannot safely work out. You review everything before anything is imported.

  • CSV and Excel, from any CRM or spreadsheet
  • Duplicates flagged before they are written
  • Or start fresh with a ready sales pipeline

How switching works

We found your business: 250 companies, 497 contacts, 87 opportunities, 60 tasks and 507 activities found in the files, one quick question about pipeline stages, and nothing added until you continue
Pipeline

See every deal and what it is worth.

Each enquiry becomes an opportunity with a value, a close date and an owner. The pipeline board shows them by stage, and Home shows the open pipeline, won revenue and what needs your attention. You name the stages the way your business sells.

  • Pipeline board by stage
  • Won and lost, with a reason
  • Reporting on the records your team works in

EVORIV Sales in detail

Sales overview: open pipeline, won revenue and win rate, the deals that need attention, the deals likely to close and the pipeline by stage
Quotes

Quote from the deal. Your customer accepts online.

Add the products and services to the deal and EVORIV calculates the total, with VAT per line. Create the quote, add a personal note and send it as a secure link in your branding. The customer accepts by typing their name, and the PDF of every version is kept.

How quotes work

Quote Q-000003 for Kestrel Engineering, accepted online: the quote as the customer saw it and, beside it, the acceptance with the typed name, the version and the time
Follow-up

Follow-up that does not depend on memory.

My Work collects the tasks due today, the customers who replied and the approvals waiting for you. Automations create the follow-up task when a quote has been waiting too long, or when a new lead comes in from your website form.

Automations and Agents

My Work: what needs you today, the tasks due and the customers who replied, and what is coming up next, each with the deal or ticket it belongs to
Example

The first day, for a team of five.

An illustration of a typical start, using only what is in the product today.

  1. Sign up

    Create your account and name your company. No credit card.

  2. Bring the list

    Drop in the customer spreadsheet. EVORIV links contacts to companies and shows what it found.

  3. Open the deals

    Put the open enquiries on the pipeline with a value and a close date.

  4. Invite the team

    Add your colleagues. Everyone works from the same customers.

  5. Send a quote

    Price one deal from your products and send the first quote.

Questions from small businesses

Is EVORIV a CRM?
Yes, and a bit more. The Sales App is a complete CRM: leads, companies, contacts, opportunities, a pipeline, products and quotes, email from the record, tasks and follow-up. It runs on the EVORIV platform, so Support and future Apps work on the same customer records instead of in separate tools.
How long does it take to set up?
Minutes. You name your company and either start fresh with a ready sales pipeline or bring the exports you already have. EVORIV then walks you through your first lead, deal and quote. There is no implementation project.
Do I need someone technical?
No. Importing, changing fields and stages, building automations and inviting your team are done in the product, in plain language. AI Builder can make a change you describe in your own words, after you read the plan.
Can I move from spreadsheets or another CRM?
Yes. Export your data as CSV or Excel and import it. EVORIV connects companies, contacts, deals and activities and asks only what it cannot safely work out. There are no direct connectors to other CRMs: switching works through exports.
Does it work in Dutch?
Yes. The product works in English and Dutch, and quotes can be sent in the customer's language.
What does EVORIV cost?
You can start without a credit card, and the current offer is shown on the Pricing page. After the Open Beta, EVORIV plans three plans: Start at €99, Grow at €249 and Scale from €499 a month, excl. VAT, with an extra Business App at €79 and an extra user at €15 a month. These are planned prices: nothing is charged or converted to a paid plan automatically.
Keep exploring

EVORIV Sales

Leads, pipeline, products, quotes and follow-up: the Business App you can start with today.

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Switch to EVORIV

Bring companies, contacts and deals from CSV or Excel exports, reviewed before anything is imported.

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CRM for service businesses

Example workflows for services firms, agencies, consultancies and IT companies.

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Run your business. Not your software.

Start with Sales today and bring the customers you already have.

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