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Customer & revenue

EVOR CRMKnow every customer. Never lose a follow-up. EVOR SalesTurn opportunities into revenue.

Service & operations

EVOR FieldYour field operation, live. EVOR ServiceService does not stop after installation. EVOR AMCTurn maintenance into recurring revenue. EVOR ProjectsPlan, execute and deliver.

Business operations

EVOR InventoryKnow what you have and where it is. EVOR BuyControl purchasing from request to receipt. EVOR FinanceSee billing and collections connected to work. EVOR PeopleConnect teams to operational work. EVOR DocsCreate consistent business documents.

Intelligence & platform

EVOR FlowAutomate the work between the work. EVOR AIAsk your business what needs attention. EVOR InsightsSee performance across the operation. EVOR ConnectIntegrate EVOR safely.
Fifteen products, one customer record. See all products
Sales managementFrom first enquiry to accepted quote, with every follow-up owned. Field serviceDispatch, accept, check in, complete — with evidence from site. Maintenance & AMCContracts that schedule their own visits and flag their own renewals.
OperationsOne board for today’s jobs, teams, SLAs and exceptions. InventoryStock in warehouses, vans and technician hands on one ledger. ProcurementEvery purchase traced from request to receipt.
Business automationRules that move work forward while people stay in control. Customer managementOpen a customer and see sites, assets, jobs, invoices and AMC together.
Technical ServicesLead → Inspection → Quote → LPO Facilities ManagementClient → Property → Asset → SLA HVAC & MEPLead or site → Equipment → Survey → Estimate Security & CCTVSurvey → BOQ → Quote → Approval
Doors & Gate AutomationLead → Measurement → Quote → LPO MaintenanceRequest → Diagnose → Assign → Repair ContractingOpportunity → Estimate or BOQ → Project → Procurement Cleaning ServicesContract → Site → Shift → Team
Trading & DistributionLead → Quote → Sales order → Stock Professional ServicesLead → Proposal → Engagement → Tasks
Each industry starts with its own template: roles, stages, checklists and documents. All industries
Help centreStep-by-step guides for every module AcademyLearning paths by role
BlogPractical notes for service businesses Product updatesWhat shipped and when
API documentationREST API v1 and webhooks System statusLive health of the EVOR service
  1. Home
  2. Migration

Move to EVOR without stopping work.

Start with a CSV import you control, or let the EVOR team run an assisted migration with a parallel check before go-live.

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How an assisted migration runs

  1. 1DiscoveryWe list what you have today: customers, sites, assets, products, open quotations, open jobs, unpaid invoices and active contracts.
  2. 2ExportYou export from your current system or spreadsheets. We accept CSV and Excel.
  3. 3MappingEach source column is mapped to an EVOR field. Status values are translated to EVOR states.
  4. 4ValidationEvery row is checked. You receive a report of duplicates, missing TRNs and orphan records to fix or accept.
  5. 5Parallel checkWe compare counts and totals — customers, open quotations, outstanding invoices, stock — between old and new.
  6. 6Go-liveA final import of changes, a short freeze if needed, then your team switches to EVOR.

Self-service import

Available on every plan for customers, contacts, sites and products. Upload, map columns, preview errors, choose how duplicates are handled, then import valid rows.

Assisted migration

Included with Business and Enterprise plans and for Founding 100 participants. Covers open work and balances as well as master data.

Set up your workspace in minutes.

Start with the template for your industry. Invite your team when you are ready.

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