Manage Clients and Projects Seamlessly with EVX Software

Managing environmental consulting and engineering businesses involves working with multiple client organizations with different needs, requirements, structures, and processes. Having an organized CRM system to track clients – from the very early stages and into the post-project phase – is crucial for providing a good service and growing a sustainable business.

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Our Solution 

With our integrated platform, managing clients and projects has never been so easy 

• Keep track not only of your current client but your potential new clients
• Manage your opportunities from lead to signed Purchase Order
• Prioritize opportunities based on their likelihood of conversion and value.
• Keep track of the time invested in sales and marketing
• Produce quick quotes for your prospects

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The Benefits of using our EVX Software as a CRM

Did you know that you can provide an end-to-end management that addresses all these issues and more?

• Centralize all information, from pre-sales to invoicing and beyond
• Incredibly efficient hand-off from sales to operations
• Easily convert a lead into an opportunity
• Just two click to turn an opportunity into a quote
• Turn quotes into active projects (and assign all tasks to your team)
• Seamlessly connects with your accounting package (Quickbooks Online and Desktop)

Overview of Key Features

Centralized Management, Maximized Impact

• Store all client information and history in one secure place
• Give sales and delivery teams a complete client view
• Move clients seamlessly from sales pipeline to active projects
• Access client billing, documents, custom field data, and more
• Run cross-client reports on projects, activities, and other metrics

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Start simple

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Contact details

Expand as your opportunity evolves

Organize your clients with dedicated profiles to ensure every project starts off set up for success. EVX Software brings an all-in-one solution, that empowers your team to provide exceptional service while running at maximum efficiency.

‍Get access to a Demo and learn How to get your client management process smoothed out!

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