Client relationship management

Manage interactions with customers and sales prospects and organise, automate and synchronise business processes. Find and attract new customers, nurture customer relationships, and reduce the costs of marketing and client service.
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Sales, marketing and customer service

Allow your sales force to enter and track leads and convert them into sales; engage your audience at every digital touch point and improve customer relationships and your service by simplifying the service process.

 

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    Ensure no opportunity is lost by centralising all information and tracking action points.

     



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    Maintain customer data and distribution lists to send attractive, branded communications.

     

     

    
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Publish your communications in multiple places

Send information straight to your website, mobile site, social media sites, newsletters, RSS feeds, eBrochures and more via the API.

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Ensure quality communication with your customers

Build a valuable customer service information database, ensure quality communication with your customers, track support requests and maintain documentation for products and services.

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General features

Create, track and synchronise many types of activities like: phone calls, meetings, tasks, letters, faxes, emails, leads, opportunities, sales orders, support requests and notes.

Create sophisticated reports and analyse your data with the powerful évoSuite grid.

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  • Organise, automate and synchronise business processes - sales activities, marketing, customer service and technical support.

     


  • Click the built in icons to go instantly to a client's website, send emails or get Google driving directions.

     

    
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Module interface

Interface with other modules for an all-encompassing approach to your sales, marketing and customer initiatives, centralised from one intelligent system - your évoSuite CRM.

Reporting

Create sophisticated summary reports with the click of a button and manipulate live data with drag-and-drop tools or export to Microsoft Excel or Word for further insight.

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