EvergreenWorx Customers is a configurable software application designed for small businesses with the need for maintaining information about their customers. Major supported business functions include:
- Storage and maintenance of company and contact details
- Tracking and qualification of Lead information
- Identification and development of Opportunities
- Processing of Sales Orders
- Provision of customer support via Case management
- Document storage and auditing
- Powerful chart and dashboard-driven business intelligence
EvergreenWorx Customers is hosted on your organization’s exclusive Microsoft Azure tenant. The Azure tenant, Active Directory security and all data, are fully controlled by your organization. Your IT team has full security administration control. EvergreenWorx can share tenancy with your existing Microsoft platforms, such as Office 365, Teams, SharePoint or Dynamics. It takes advantage of Azure’s SSO security integration, high availability & easy disaster recovery features. EvergreenWorx is designed to easily integrate with other Microsoft technologies.
This document acts as a basic user guide for Customers system users.