Simple CRM system loaded with awesome features



 

Take a quick tour through Evolumi


Contact Management

View everything about a customer in one central place including contact information, background, history, actions and deals. Add workgroups, files or financial statements. We offer everything you could possibly need!

Contact Management

Action & Task Management


You’ll never be more organized with Evolumi CRM. Create actions for any activity that you need to do and efficiently work on them within the Action Flow. View all relevant information on one site without switching between different tabs.

Actions

Deals & Sales Possibilities

Deals are sales possibilities that you create and manage regarding what products or services a customer is interested in. Easily manage your deals in multiple sales pipes with the convenient drag-and-drop functionality. Evolumi assures that you will never miss a sales opportunity again!

Deals

Insights & Reporting


Insights provides you with a structure summary of what is happening in your organization. This includes data and information about deals, actions, goals, and the performance of your employees. Receive automatic reports to facilitate the evaluation and controlling process. The report assists you with monitoring, analyzing and improving the company’s performance.

Insights & Reporting

Collaboration

Evolumi provides you with private and public channels, so you can easily stay in touch with everyone in your organization. Moreover, you have workgroups where you can discuss specific accounts. Invite guests to your workgroup and not only discuss important matters with your team, but also with the client itself.

Collaboration

Email Integration


Writing an email has never been that easy! Send emails with just one click in Evolumi. Turn repetitive emails into templates, add your signature, attach files or documents, use our email marketing features such as tracking if your customers have opened or clicked on your email. Check out what else Evolumi has to offer!

Email

Contract Management

Efficiently manage and control your contracts with Evolumi. With Evolumi’s contract management functionality, you can stay on top of all your contracts and easily manage them within an intuitive interface. You can set milestones, add categories, add users and non-users, organize them and filter contracts according to your needs.

Contract Management

Documents


With Evolumi, you can easily manage and store documents. Upload e-documents and share it with users and non-users. Easily add e-signatures and invite others to sign a document. Set reminders, so you won’t forget a deadline. Attach files to emails, accounts, actions, deals and much more.

Documents

Customization

Evolumi is fully customizable. You can add as many sales processes as you want, change the stages of your sales process, add account types such as lead or prospects, change VAT percentages, change unit value, manage user permissions and user roles, add custom titles and much more.

Customization

Product Catalog


Place your product catalog right within Evolumi CRM. So your sales people save a massive amount of time as they are no longer required to enter a particular product or service into Evolumi CRM every time it’s sold. Enhance your product management now!

Product Catalog

Goals

Set your goals in Evolumi and keep on track with your business objectives. Get great insight into your data and accurately measure your progress with advanced graphs and charts. Achieve your goals with Evolumi now!

Goals

Sales Competition

Run an effective sales competition in Evolumi CRM! Harness you sales people’s competitive drive by implementing a sales contest in your sales strategy and see an increase in your employee’s motivation and effectiveness soon.


Sales Competition
Calendar

Calendar

We can’t add more hours to your day, but with our calendar functionality we can surely simplify your scheduling and planning process. In order to be most productive and efficient, it is imperative to have a calendar in your CRM. Find out more about how awesome our calendar functionality is!

Calendar

Thousands of companies trust Evolumi 


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