Everwin CXM software is a combined CRM, sales, and HR platform tailored for service-based small and medium businesses. While its global third-party app marketplace could be restrictive, the platform offers robust, specialized tools, empowering local businesses with streamlined operations and industry-focused capabilities.
Everwin CXM Specifications
Contact Management
Lead Management
Opportunity Management
Sales Pipeline Tracking
What Is Everwin CXM?
Everwin CXM features customer relationship management software engineered for service-based SMEs. The platform streamlines commercial operations by automating the sales cycle and enhancing lead management, which helps shorten sales processes and reduce associated costs. It uniquely incorporates human resources tools for managing expenses and employee leave, centralizing key business functions. This integrated approach boosts overall team efficiency and provides clearer visibility into business performance for improved strategic decision-making.
Everwin CXM Pricing
Disclaimer: The pricing has been sourced from third-party websites and is subject to change.
Everwin CXM Integrations
Everwin CXM software seamlessly integrates with various applications, including:
- Microsoft Exchange
- Microsoft Office 365
- Google Maps
- Brevo Marketing Platform
- Mailchimp software
- Microsoft Excel software
- Corporama
Who Is Everwin CXM For?
The platform supports a wide variety of services and firms, including:
- Design and engineering offices
- Construction companies (BTP)
- Architects
- Surveyors
- Software publishers
- Consulting firms
- Accounting firms
Is Everwin CXM Right For You?
Everwin CXM is an exceptional choice for French service-based SMEs seeking a deeply integrated business management solution beyond a simple CRM. Its strength lies in its native connectivity with Everwin's ERP systems, creating a unified platform for sales, HR, and finance. Backed by market leader Everwin SAS and parent company Harris, it represents a stable, long-term investment for business optimization.
Still not sure if Everwin CXM is right for you? Our support staff is available at (661) 384-7070 to help you make the right choice.
Everwin CXM Features
Everwin CXM captures leads along with their acquisition source, enabling strategic insights into campaign performance. This feature enhances business development by allowing the platform to track lead generation patterns and improve future targeting approaches.
The software enables users to build targeted email campaigns and manage marketing initiatives with precision. Automation tools streamline outreach processes and contribute to stronger engagement across various customer segments.
Everwin CXM monitors the lifecycle of quotes and linked opportunities within the platform. It provides visibility into potential revenue streams, helping teams prioritize deals and maintain control over the commercial pipeline effectively.
Everwin CXM supports comprehensive reporting by generating customizable dashboards and analytics. The software converts business data into actionable insights, which drives better forecasting, strategic planning, and performance evaluation across departments.
The platform includes a smart tool for merging duplicate records, ensuring data consistency. Clean datasets enable seamless communication and improve operational efficiency by eliminating redundancies in company and contact lists.