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CRM System

Capture leads, run pipelines, and keep customer conversations in one place.

Sales & CRM product

CRM System

Capture leads, run pipelines, and keep customer conversations in one place.

  • Lead capture to closed-won in one pipeline
  • Shared ownership across sales and accounts
  • Tasks, notes, and quotes on every deal
  • Reports for conversion and team velocity
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Pricing via Contact Sales · Demo-ready · Implementation-backed

  • 6+Sales modules
  • CustomPipeline stages
  • TeamRole permissions
  • ImportSpreadsheet-ready

Overview

Built for sales & crm operations

Evy Techno’s CRM System helps teams track leads, opportunities, follow-ups, and customer history — so sales and support move faster with shared context instead of scattered spreadsheets.

  • Centralize website and campaign leads
  • Run product or regional pipelines
  • Enforce follow-up SLAs with tasks
  • Attach quotes and notes to deals
  • Report win rates and sales velocity

Who it’s for

Sales teams

Stop losing leads in chats and sheets — own every stage.

Founders & VPs of Sales

See pipeline health and conversion without chasing updates.

Account managers

Keep relationship history attached to every company and contact.

Modules

What’s included in the platform

Core capabilities you can demo today — then tailor during implementation.

01

Lead Capture

Web forms, imports, and source tagging into one inbox.

02

Pipeline & Deals

Custom stages, probability, and owner accountability.

03

Tasks & Follow-ups

Reminders, activity logs, and SLA-friendly nudges.

04

Contacts & Accounts

Company hierarchies and relationship history.

05

Quotes & Notes

Proposal context attached to each opportunity.

06

Reports

Conversion, velocity, and team performance dashboards.

Business outcomes

Why teams choose CRM System

More than features — measurable operational clarity for the teams who run sales & crm day to day.

  • Fewer lost leads through structured follow-up
  • Shared visibility across sales and account teams
  • Configurable pipelines by product line or region
  • Integrates with enquiry and communication workflows

What you get with us

Product + implementation partnership — not a license dump.

  • Pipeline configuration
  • User roles & territories
  • Data import mapping
  • Team training sessions
  • Go-live & adoption coaching

Enterprise readiness

Security, stack & deployment

Built for IT and operations teams who need clarity on hosting, access control, and the technology underpinning the product.

Security & governance

  • Territory and role-based visibility
  • Field-level restrictions for sensitive deals
  • Encrypted transport and tenant isolation options
  • Activity audit for compliance-minded teams

Deployment options

  • Cloud SaaS
  • Private tenant
  • Hybrid
Web CRM workspaceREST APIsNotification hooksReport engine

Integrations

Connect the tools your teams already use — scoped during discovery.

Website enquiry formsEmail / WhatsApp channelsCalendar & remindersSpreadsheet importsBilling / quoting toolsMarketing attribution tags

Engagement & pricing

Contact Sales for packaging

There is no public price list. Packaging depends on modules, users, hosting model, integrations, and implementation depth. Sales will share a clear commercial proposal after a focused discovery call.

  • No self-serve checkout — enterprise / mid-market packaging
  • Demo first, then commercial proposal with rollout timeline
  • Optional WhatsApp for fast qualification questions

Ready to talk?

Tell us your industry, headcount / locations, and must-have modules — we’ll recommend the right package.

Can we migrate from spreadsheets or another CRM?

Yes. We support structured imports and field mapping during onboarding.

Does it support team roles and permissions?

Admins can define ownership, territory views, and restricted fields by role.

Is WhatsApp / email logging possible?

Messaging integrations can be scoped based on the channels your sales team already uses.

How do we get pricing?

Contact Sales with team size, pipeline complexity, and required integrations — packaging is scoped to your usage.

Next step

See CRM System in a live walkthrough

Book a focused demo, message us on WhatsApp, or talk to sales about packaging, hosting, and rollout timelines.

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