The ultra-fast, ultra-simple CRM platform
EvergreenWorx Customers is an end-to-end customer relationship management (CRM) tool built on the Microsoft Power Platform. It’s designed to help sales teams better serve their customers. It provides a simple and effective workflow to manage accounts, contacts, and business opportunities. It uses your existing Microsoft assets to create intuitive and detail-oriented processes for accelerated business growth.
- Accounts and contact management
- Lead and opportunity management
- Automated activity tracking
- Sales order integration
- Case management
- Customizable dashboards
- Speeds lead conversion through automated activity tracking.
- Reduces dependencies on individual knowledge.
- Improves opportunity management by proactively displaying essential tasks and stages.
- Enables dynamic collaboration between salespeople and departments.
- Provides support personnel with increased visibility into case management and request fulfillment.
- Analyzes deal trends, encouraging data-driven decision-making.
- Produces detailed account and customer records.