LEAD TRACKER

Guiding Progress Capturing Leads

Track lead progress.

Capture and organize potential customer details, interactions, and progress through the sales pipeline.

Manage Leads

EVE provides a centralized platform for sales teams to manage leads, prioritize follow-ups, track conversions, and analyze data for improved decision-making and more effective sales strategies.

CLIENT TASK

Simplified Client
Tasks

Tag products, assign managers

Client Task History

Schedule meetings, categorize products and services purchased by clients, and assign service and sales managers for post-sale support. Streamline customer engagement, enhance service efficiency, and ensure client satisfaction through organized and targeted interactions.

CALLS, EMAIL, MOM'S

Seamless Client
Follow-ups

Meetings, call tracking, emailing.

Add Call Details, Set Meetings, Send Emails

View call history, send emails, draft meeting minutes. Streamline communication, document interactions, facilitate follow-ups. Efficiently record conversations, correspond via email, smmarize meetings. Enhance collaboration, maintain records, ensure clarity.

Send Meeting Minutes
MEETINGS WITH GEO FENCING

Addressed Mapped
Meetings & Tracker

Set employee day routes.

Set Employee Day-Route

Plan and prepare for the next day by assigning meetings to employees and mapping out the day's route using geo-location. Ensure smooth operations with clear directions to meeting locations, minimizing distractions and maximizing efficiency.

Frequently Asked Questions

  • What all tasks can EVE perform for its Lead/Clients?

    EVE streamlines communication and meeting scheduling for field teams. It allows users to keep calls records, schedule meetings, send emails, and set upday route meetings, all from within the software.

  • Can I schedule meetings using this feature?

    Yes, users can schedule meetings with leads/clients using the scheduling tool in the software. They can set the date, time, location, and agenda for the meeting.

  • How do I send emails through the software?

    Users can send emails directly from the software by composing a new email, selecting the recipient(s), adding a subject and message, attach files and clicking send.

  • What is a day-route meeting, and how does it work?

    Day-route meeting allows users to set up meetings based on the geographic location of the leads/clients. Users can create a geo-fence around a specific address and schedule meetings that will validate the meeting check-ins of your field sales users if they are in the set location. Users can pre set their next day field route beforehand to stay prepared.

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