Deals

Deals

With Everio, it is easy to keep a track of all deals and business opportunities. Within each deal, you can send emails, add tasks for yourself or your team, keep notes, contracts, orders and so much more.

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Everio is a simple CRM that you will fall in love with.

Yes of course, there are lots of CRMs out there, but let's be honest, most of them are just ugly and not very user friendly. So you probably only end up using them as another tool to complement all the other tools you're already using. We are pretty sure that Everio becomes the only tool you would want to use.

Everio tracks all the details about each deal.

Looking for details about each deal is now simple and super fast. Everio keeps all the information about each deal gathered at one place. Whether it's an email conversation, note from a phone call, order, or even an invoice, everything is at your fingertips.

Capture everything about each deal

Everio creates follow up tasks easily.

Keeping follow ups of all the proposals, business meetings and calls is sometimes tricky. Creating follow ups in Everio is super easy and quick. When you create a follow up task connected to a deal, not only it will show up in your main calendar, but it will also be pointing back to the deal, where you will find all the information you need.

Follow up on your deals

Everio lets you manage privacy of your deals.

Some deals can contain more sensitive data then others. With Everio, you choose who can see all of your deals, whether it's just you, some of our colleagues or whole company. Either way, keep in mind that power users will always have full access to all of the deals.

Control your deals

Everio gives you control over your sales team.

If you are a power user, you are able to access all the deals. You can control activity of your whole sales team. By using a quick filter, you can learn everything about ay of the deals that your colleague is responsible for.

How active is your sales team?