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Customer & revenue

EVOR CRMKnow every customer. Never lose a follow-up. EVOR SalesTurn opportunities into revenue.

Service & operations

EVOR FieldYour field operation, live. EVOR ServiceService does not stop after installation. EVOR AMCTurn maintenance into recurring revenue. EVOR ProjectsPlan, execute and deliver.

Business operations

EVOR InventoryKnow what you have and where it is. EVOR BuyControl purchasing from request to receipt. EVOR FinanceSee billing and collections connected to work. EVOR PeopleConnect teams to operational work. EVOR DocsCreate consistent business documents.

Intelligence & platform

EVOR FlowAutomate the work between the work. EVOR AIAsk your business what needs attention. EVOR InsightsSee performance across the operation. EVOR ConnectIntegrate EVOR safely.
Fifteen products, one customer record. See all products
Sales managementFrom first enquiry to accepted quote, with every follow-up owned. Field serviceDispatch, accept, check in, complete — with evidence from site. Maintenance & AMCContracts that schedule their own visits and flag their own renewals.
OperationsOne board for today’s jobs, teams, SLAs and exceptions. InventoryStock in warehouses, vans and technician hands on one ledger. ProcurementEvery purchase traced from request to receipt.
Business automationRules that move work forward while people stay in control. Customer managementOpen a customer and see sites, assets, jobs, invoices and AMC together.
Technical ServicesLead → Inspection → Quote → LPO Facilities ManagementClient → Property → Asset → SLA HVAC & MEPLead or site → Equipment → Survey → Estimate Security & CCTVSurvey → BOQ → Quote → Approval
Doors & Gate AutomationLead → Measurement → Quote → LPO MaintenanceRequest → Diagnose → Assign → Repair ContractingOpportunity → Estimate or BOQ → Project → Procurement Cleaning ServicesContract → Site → Shift → Team
Trading & DistributionLead → Quote → Sales order → Stock Professional ServicesLead → Proposal → Engagement → Tasks
Each industry starts with its own template: roles, stages, checklists and documents. All industries
Help centreStep-by-step guides for every module AcademyLearning paths by role
BlogPractical notes for service businesses Product updatesWhat shipped and when
API documentationREST API v1 and webhooks System statusLive health of the EVOR service
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EVOR for Professional Services

Your workspace starts with the Professional Services template: stages, roles, checklists, approvals and documents set up for how your work actually runs.

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The Professional Services workflow, connected

  1. Lead
  2. Proposal
  3. Engagement
  4. Tasks
  5. Timesheet
  6. Deliverable
  7. Invoice
  8. Renewal

What usually goes wrong

  • Proposals are not tracked to outcome
  • Hours are logged late or never
  • Deliverables are scattered in email
  • Retainers renew without review

A real example, end to end

Consulting engagement: proposal accepted, tasks and timesheets, monthly invoice from logged hours.

EVOR CRMEVOR SalesEVOR ProjectsEVOR PeopleEVOR FinanceEVOR Docs

Engagement dashboard

What a manager in Professional Services opens first in the morning.

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Fit-out, Marina Tower lobbyEVOR Projects
MilestoneDueBillingStatus
Mobilisation and survey15 Sep10%Invoiced
Door frames installed05 Oct30%In progress
Operators and testing25 Oct40%Pending
Handover05 Nov20%Pending

Illustration using demo data from a fictional company.

What the template sets up for you

Everything below is configuration. Change it in settings as your business grows.

Roles

Administrator, Management, Sales Manager, Sales Executive, Project Manager, Consultant, Accounts Manager, Accountant, HR / Admin, Read-only Auditor.

Pipeline stages

Qualification → Site inspection → Proposal → Negotiation → Won.

Checklists

Site safety check, Completion check.

Approvals

Quotation above AED 50,000; Quotation discount above 10%; Purchase order above AED 10,000; Any credit note.

Automations

Follow up quiet quotations; Renewal opportunity for expiring AMC; Tell finance a job is ready to bill.

Documents

Quotation, tax invoice, work order, JCR, handover, AMC agreement and purchase order — numbered and branded.

Questions from Professional Services companies

Can I change the template after signing up?
Yes. Stages, roles, checklists, approvals and document templates are all editable in settings. Your workspace stays on the template version it started with until you choose to upgrade.
Do I have to use every module listed?
No. The template recommends modules; you can switch any of them off during signup or later, within your plan.
Can we import our existing customers and sites?
Yes, from CSV with a preview of every error before anything is saved.

Start with the Professional Services template.

Start with the template for your industry. Invite your team when you are ready.

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