Generate Sales, Not Work.

The EverFin CRM gives Financial Services Professionals more time to do what they do best, building relationships with their clients.

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Improve your workflow

 

Use predefined rules created specifically for financial client relations, and create your own. Simplify your sales flow process based on your organizations process. Automatically generate Tasks, Emails and more to mitigate time searching for information and keep in touch with your Clients. Learn More

Leave the Sales Tracking to the Software

 

Let your office manage your client relationships with EverFin CRM as its right hand. Tracking sales and opportunity pipelines has never been easier! Using Accounts to track all sales information allows you to focus more time on the client and managing their accounts. 

Prioritize Your Time

Manage Your Sales Pipeline

Sales By Pipeline

Tracking Opportunities and Sales Conversion gives you an up to date, overall view of all of your sales activities. Know where all of your customers our in their sales cycle, contact history and deal size to create a more effective sales process. The Reports and Dashboard Tools provide a quick an easy way to track all of your sales information. Learn More

Live Chat with Website Visitors

sales iq

Learn how to incorporate a live chat feature onto your website. Keep up to date with traffic and link profiles directly into your EverFin CRM.

Engage Your Online Market

What are your Clients and Prospects up to? Want to stay up to date with your clients family?

Link their Facebook and Twitter profiles to your Zoho CRM System. View update and engage with your clients through your CRM.

Feeds

Communicate with your Sales Partners
Keep up with recently updated, and not so recently updated records.

Forecasting

Set Sales Targets
Use Forecasts to allocate resources towards your highest potential.

Engage Your Online Market

What are your Clients and Prospects up to? Want to stay up to date with your clients family?

Link their Facebook and Twitter profiles to your Zoho CRM System. View update and engage with your clients through your CRM.

All Features:

  • E-mail / Archiving
  • Social Media Integration
  • Seminar/Workshop Marketing
  • Opportunity Tracking
  • Prospect Tracking
  • Reporting
  • Document Storage
  • Lead Generation
  • Mail Merge
  • Outlook Integration
  • Website Integration
  • Internal Tasking
  • Account Management
  • Policy Management
  • Calendar Management
  • Workflow Automation
  • Secure Mobile Access
  • Feeds
  • Forecasting
  • Data-Driven Marketing
  • Territory Managemtn
  • Sales Reports & Dashboards
  • Roll-Based Security