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.

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