EVOR CRM
Know every customer. Never lose a follow-up.
Customers, contacts, sites and every follow-up on one timeline.
Search…
Follow-up queueEVOR CRM
| Customer | Next step | Owner | Due |
|---|---|---|---|
| Al Noor Facilities | Confirm AMC visit dates | Leila | Today |
| Harbour Clinic | Send revised quotation | Nikhil | Today |
| Palm Residences | Call about overdue invoice | Meera | Tomorrow |
| Desert Rose School | Site survey for barriers | Omar | Fri 06 Oct |
Illustration using demo data from a fictional company.
Where EVOR CRM sits in the work
Records arrive from other teams and leave as the next step. Nothing is re-typed between modules.
Work comes in from
Website enquiries, imports, calls and walk-ins
EVOR CRM creates
Opportunities, service requests and customer records used by every other module
What you can do
Lead capture from website, WhatsApp, calls and walk-ins
Duplicate detection by name, TRN, email and mobile
Customer 360 with sites, assets, quotes, jobs, invoices and AMC
Follow-up queue with owners and due dates
Contacts with preferred channel
Tags, saved views and bulk actions
What you will see
- Customer 360
- Activity timeline
- Follow-up queue
Permissions
Each role sees its own, its team’s, its branch’s or all crm records. Every change is kept in the audit history.
On mobile
Available in the EVOR mobile app for the people who work away from a desk.
Works closely with
Used in these industry templates
Technical ServicesFacilities ManagementHVAC & MEPSecurity & CCTVDoors & Gate AutomationMaintenanceContractingCleaning ServicesTrading & DistributionProfessional Services
Included in
Starter, Growth, Business and Enterprise plans. Compare plans
Try EVOR CRM with your own data.
Start with the template for your industry. Invite your team when you are ready.