Simple CRM system loaded with awesome features
Take a quick tour through Evolumi
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!
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.
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!
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.
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.
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!
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.
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.
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.
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!
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!