EvergreenWorx Customers


The ultra-fast, ultra-simple CRM platform

Our Features

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.

Key Features

  • Accounts and contact management
  • Lead and opportunity management
  • Automated activity tracking
  • Sales order integration
  • Case management
  • Customizable dashboards

Business Benefits

  • 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.

    Contact Us to Learn More

    Plug-&-Play Apps

    EvergreenWorx Maintenance


    Simple, effective maintenance management software

    EvergreenWorx Contracts


    A clear path to simplified contract lifecycle management

    EvergreenWorx Customers


    The ultra-fast, ultra-simple CRM platform

    Cases Pro logo


    Enhances support and gets service tickets closed faster

    EvergreenWorx Expenses


    Automated Accounts Receivable processes to get paid quicker

    EvergreenWorx Employees


    An HR solution that nurtures employee and business growth

    EvergreenWorx Expenses


    An all-in-one travel and expense management solution

    Industry Solutions

    Joint Use 365

    Joint Use 365

    A premier joint use automation system for utilities

    Product Bundles

    EvergreenWorx Operations

    The complete operations management solution



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