CRM

One place for all your contacts, companies, and interactions.

View all information about a company or contact on one profile. Easily ensure everyone in your organization is on the same page. Get a complete view of important data on each record, including:

Phone Calls

Emails

Texts

Meetings

Team Activities

Tags

Upcoming Marketing

Purchase History

Event Attendance

Surveys

Forms

Web Visits

Tasks

Reminders

Contact Custom Fields

Company Custom Fields

Be up and running in 4 minutes.

Evos is intuitive and easy to use. If you’re familiar with email, you’ll be able to master Evos in minutes. A quick four-minute video shows you how to customize your deployment with custom fields, build beautiful dashboards, use contact-based and account-based record management features, and create dynamic groups.

Build your contacts without hassle.

Easy-to-build elegant forms.

Evos’ intuitive drag-and-drop form builder allows you to quickly build and customize powerful lead-capture forms that look great and match your branding with just a few clicks. Launch your forms as independent landing pages or integrate them into your existing marketing pages and sites.

Upload contact lists in seconds.

Moving from another software or just ready to finally organize your data in one place? Our contact uploader is as simple as pasting in the data you need and mapping the columns to your fields. Simplify and speed up data management with features like mobile uploads, automated triggers, and duplicate record resolution.

The next generation contact note.

We’ve made sure that team members can keep track of client history using organized notes with specific purposes - we call them Activities. Whether logging information about a sales call, support ticket, or general contact, with these structured inputs, you’ll be able to measure and compare trends, projected sales numbers, and the success of outreach campaigns. Create as many activities as your business needs.

Account-based and contact-based.

Evos CRM supports both account-based and contact-based management, sales, and marketing. Whether your team runs B2B or B2C, Evos features powerful filtering your business can use, such as the ability to segment based on contact roles, interest level, and purchase history (e.g. CTO’s who have expressed interest on a survey or form and are from companies who have not yet purchased a specific product).

Interacting with clients is a breeze.

Dynamically segment clients and companies.

Create groups and filter by any field, geographical location, tag, survey response, link click, email action, purchase history, event attendance, or team member activity. Use contact groups for segmented marketing campaigns, journeys, or breakdowns and comparisons on dashboards, all in real time.

Perform individual or bulk actions.

Send emails, texts, surveys, or event invites, change field values, add tags, create invoices or recurring payments, and log activities on any number of contacts or companies with an intuitive interface. Maximize efficiency and organization with bulk actions that streamline and replicate your tedious internal processes.

Centralize contact management.

See all activity at a glance.

Quickly see all activity on individual records with our real-time timelines. Dynamically sort timelines instantly to show only specific activities, such as phone calls, client actions, or meetings. Access the team member stream to see how each of your team members has interacted with a record during a specific time frame.

Support for your entire team.

Create customized experiences and independently track the different sales, support, marketing, and management roles on your team. Create automatic notifications to associated team members when forms are submitted or contact data changes.

Powerful integrations.

Evos CRM is fully integrated with best-in-class apps for marketing automation, email and mobile marketing, landing pages, websites, social media, surveys, sales management, events, invoicing, ecommerce, digital product delivery, and more. Need something we don’t have listed – let’s talk.

Create valuable dashboards with real-time data.

Make sure every member of your team has access to relevant, real-time data on sales, marketing, and customer experience. Add dashlets to measure and report the Key Performance Indicators that impact your bottom line. Easily create and share dashboards between team members, discover new opportunities, and know immediately when something is not performing as expected.