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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. Solutions
  3. Customer management

Open a customer and see sites, assets, jobs, invoices and AMC together.

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The problem

Customer history is split across inboxes, accounting software and technicians’ memories.

Products involved

How it works in EVOR

  1. 1Create the customer with TRN and credit terms
  2. 2Add sites, contacts and assets
  3. 3Link every quote, job and invoice
  4. 4Give the customer portal access
  5. 5Review the full timeline before every call

Set up your workspace in minutes.

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

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