What is Evolved Metrics CRM?
The available options in the market were not just costly but also complicated in ways that did not meet the actual requirements of the organization. Moreover, the typical implementation of a CRM system often necessitated the involvement of an external consultant, complicating the user experience further. Key features should include the ability to emphasize important messages from both prospective and current clients, along with a powerful search capability for quick access to past communications. Integrating a calendar is essential for offering a full view of upcoming meetings and sales activities. It’s crucial to have access to the most pertinent data and insights required for executing tasks effectively. Reporting should clarify rather than confuse, as our goal is to present sales metrics in a way that is not only transparent but also promotes actionable strategies and inspires innovative thinking. With a simple overview, users can easily track their latest interactions with clients and arrange follow-ups to sustain strong connections. Additionally, when a new staff member is assigned to manage an account, transferring all historical communications and activities can be executed seamlessly, ensuring continuity and client satisfaction. It is imperative that communication tools are user-friendly and clear to support a thriving work environment, as this ultimately enhances overall productivity. By prioritizing these aspects, organizations can cultivate a culture of effective communication and collaboration.
Pricing
Price Starts At:
$25 per user per month
Free Trial Offered?:
Yes
Integrations
No integrations listed.
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• Search Engine Optimization
• Paid Advertising
• Google Business Profile
• Website Management
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• Scheduling Capabilities
• Lead Tracking
• Visual Boards
• Tailored Sales Workflows
• Sales Automation Features
** PRODUCTION **
• Production Boards
• Customized Job Workflows
• Automation for Production Tasks
• Note-taking Options
• Task Management
• Direct Ordering from Beacon Pro+ and Roof Hub SRS
• Work Orders
• Subcontractor Coordination
• Comprehensive Reporting
** BILLING **
• Invoicing Solutions
• JN Payments System
• Text-to-Pay Functionality
• Financing Options
• QuickBooks Two-Way Sync
** COMMUNICATION **
• Engage Texting Feature
• Email Integration
• Caller ID Functionality
• @mentions for Team Collaboration
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• Centralized Notification Center
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Company Facts
Company Name:
Evolved Metrics
Date Founded:
2015
Company Location:
Canada
Company Website:
evolvedmetrics.com/crm/
Product Details
Deployment
SaaS
Training Options
Online Training
Support
Standard Support
Web-Based Support
Product Details
Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English