Everwin CXM: CRM for service companies

20 years experience

CXM draws on the experience of the Everwin business management publisher dedicated to service companies. With a constant revenue growth of € 11 million, 3,000 customers and more than 80,000 users, Everwin is the major player in the service company market.

A powerful and ergonomic CRM

Everwin CXM is a customer relationship management software whose ergonomics and personalization make the user experience resolutely easy. Everwin CXM offers wide functionality to facilitate the business of SME business of services. Everwin CXM is available in SaaS mode or can be coupled to ERP Everwin SX and Everwin GX.

Features dedicated to CRM "Everwin CXM"

Learn More Everwin CXM covers:

  • Managing customer relationship through a common base of companies and contacts
  • Managing events with a shared schedule and calendar
  • Automation of the sales cycle: reporting, follow-up of orders, automatic relaying of prospecting actions, etc.
  • Business and quote tracking: Opportunity management, business reporting, etc.
  • Human resources management: skills of candidates, seizure of absences and expenses, etc.
  • Complete and customizable reports and dashboards
  • As well as the management of marketing actions: reporting, emailing campaigns, etc.


Everwin CXM offers a free and immediate trial and guided tours for a first approach to this CRM.
 

Editor: Everwin

Strengths of Everwin CXM

Everwin CXM demo and screenshots

Présentation du logiciel CRM Everwin CXM Everwin CXM: Campaign Management, Input spending / expenses, Tasks and Notes Everwin CXM: Multi-oragnisations, Community (FAQ Forum), CVs and cover letters Indexing Everwin CXM: Tasks and Notes, Multi-oragnisations, Shared Documents Everwin CXM: Process validation of expense reports, business proposal, customer Geolocation Everwin CXM: Document Library, account management, mass mailing

Everwin CXM customers

Everwin CXM Client Everwin CXM Client Everwin CXM Client

Everwin CXM pricing and features

Plans & Pricing

SaaS
Licence
20 /month /user
213 once /user

Prix à partir de 40 utilisateurs

Prix à partir de 40 licences

Features

Application Customization
Fields
Modules
Software Layout & Themes
Application Settings
Dashboard
Data Duplication
Data Import & Export (CSV, XLS)
Management of Rights
Multi-company
Territory management
User Management
Budget
Costs Tracking
Collaboration
Event Scheduling
News Feed
Note Taking Management of a task list and note-taking
PDF Annotation
Private Connections Between Users
Scheduling
Shared Calendars
Task Management
Communication
Contact Manager Search and organization application for professionnal contacts
Filters Automated actions on incoming email
Notifications Email, sms, or pop-up window that alerts you of an action
Document Management
Document Library
Document Sharing (Files)
Document Templates
Documents Viewer
Import
Photos and Videos
Expenses
Expense Validation process
Expenses Input
Travel Expenses Management
Marketing Automation
Campaigns Management
Campaigns Reports Clics, ROI
Direct Mail Advertising
Mass Email
Population Targeting Segmentation & profiling
Unsubscribe Page
Method
Lead Conversion Method Lead, Prospect, Analysis, Negotiation, Closing, and Order
People Management
Activity monitoring
Company Directory LDAP / Active Directory
Holidays Management
Leave Balance
Leave Management
Planning
Recruitment
Cover Letters & Resumes Indexation
Sales Force Automation
Account Management Management of company information
Automated Reminders Notification in order to call back a prospect or a customer
BtoB Approach
BtoC Approach
Business Proposition Customer engagement via product positioning (price, competition, decision making, etc.)
Calls Management On-screen display of information related to an incoming call
Contact Management Editing and follow-up of contacts for a given company
Contact Type Client, Prospect
Customer Geolocation Location of individuals or companies on a map
Events History and Follow-Up Account Activity & History
Lead Management Managing prospective customers from generation of leads to their conversion into sales and long-term relationships.
Opportunity Management Deal that can possibly be gained following the qualification of a lead
Order Entry
Prospection
Quote Proposal Avoidance
Route Optimization
Sales Forecasting Future sales numbers based on statistics
Sales Lead Lifecycle Management
Sales Process and Pipeline Customer life cycle management
Sales Report Conversion rate, team performance, best sales
Salespeople Management
Segments / Populations Possibility to group contacts by type

Services

Integration & Interoperability
API, Web Service Restful APIs
Mac OS
Social Networks Integration
Web Browser Extension
Windows OS
Mobility
Mobile App
Responsive Web Interface (RWD) Application crafting to provide an optimal experience
Support
Community (FAQ, Forum)
Configuration Support
Help Desk (Phone, Email, Ticket, Chat)
Knowledge Base (tutorials, demos)
On-site Training
Online Training (Webinar)