Sell Smarter, Faster, and Better
From lead capture to closing deals, EVOQ CRM gives your team the tools to streamline sales, boost productivity, and strengthen customer relationships, all in one place.
Capture and Qualify the Right Prospects
Capture leads from forms, campaigns, chats, and integrations into a centralized system. Automatically organize, score, and distribute leads so your sales team can focus on prospects most likely to convert.
Collect leads automatically from web forms, campaigns, chats, imports, and integrations so no opportunity is missed.
Automatically distribute leads to the right sales representatives based on predefined rules, territories, or availability.
Prioritize prospects by assigning scores based on behavior, engagement, and profile data.
Engage prospects with automated follow-ups and campaigns until they are ready to move forward.
Maintain Complete Relationship Context
Keep every customer relationship organized with structured records for both individuals and the companies they belong to. View contact details, associated accounts, communication history, and interactions in one place so your team always understands the full relationship context.
Maintain structured records for individual prospects and customers, including key details, communication history, related deals, and associated organizations.
Turn Opportunities Into Predictable Revenue
Sales Pipeline & Deals
Visualize your sales pipeline and move deals through each stage with clarity. Track deal progress, generate quotes, and forecast revenue so your team can close opportunities faster.
Pipeline Management
Track deals through customizable pipeline stages with clear visibility into progress.
Deal Tracking
Monitor deal value, owners, activities, and status from a single view.
Deal Stage Automation
Automatically trigger actions when deals move between stages, reducing manual work.
Quote Generation
Create and send professional quotes directly from the CRM.
Product Catalog
Manage products and pricing so they can be quickly added to deals and quotes.
Manage Performance and Forecast Revenue
Track activity, set quotas, and keep your team aligned with live dashboards and accurate revenue forecasting.
Activity Monitoring
Track sales activities such as calls, meetings, and follow-ups to understand team engagement and productivity.
Goal Tracking
Set sales targets for individuals or teams and monitor progress toward achieving revenue goals.
Performance Dashboards
Monitor individual and team performance through visual dashboards showing deals closed, pipeline value, and activity levels.
Sales Forecasting
Project future revenue using deal probability and pipeline data.
Never Miss a Follow-Up
Manage tasks, meetings, and reminders directly inside the CRM. Ensure every lead and deal receives the right follow-up at the right time.
Create and assign tasks to track follow-ups and responsibilities.
Book and manage meetings directly from the CRM.
Sync schedules with external calendars to keep availability updated.
Receive notifications for upcoming meetings, deadlines, and follow-ups.
Log calls, meetings, and tasks to maintain a complete sales record.
Engage Prospects Across Multiple Channels
Run targeted campaigns to nurture leads and maintain engagement throughout the sales cycle. Track performance and understand which campaigns drive conversions.
Email Campaigns
Create and send targeted email campaigns to prospects and customers.
SMS Campaigns
Reach leads quickly with SMS messages for time-sensitive communication.
Campaign Automation
Automate outreach sequences based on lead behavior and engagement.
Engagement Tracking
Measure opens, clicks, responses, and campaign performance.
Make Smarter Decisions With Real Insights
Understand how leads and customers interact with your business. Segment audiences, analyze conversion trends, and monitor team performance through real-time dashboards.
Adapt the CRM to Your Sales Process
Customize fields, automate workflows, and configure business rules so the CRM matches how your team operates.
Everything Your Team Needs, All in One CRM
Close more deals. Build lasting customer relationships. Grow confidently with EVOQ CRM.