Needs attention
Pipeline intelligence
Know which opportunities need attention before they stall.
Intelligence in every relationship
Turn customer data
into customer action.
One intelligent workspace for your relationships, conversations, and next best move.
Customer signal → Connected opportunity → Next action
SJ
Sarah JohnsonMarketing Director · Northstar
High intentConnected opportunity$48,000
Your next best action
Schedule a follow-up with Sarah
Follow-up task createdSarah Johnson · $48,000 opportunity
EVOFRONTSales workspaceIllustrative demonstrationJL
Your pipeline, in focus.
Every relationship. A clearer next move.Total leads1,284128 qualified this month
Open deals8612 ready for the next step
Revenue$248,500Illustrative quarterly total
Conversion24.8%Lead to opportunity
Revenue overviewJan – Jun
$80K$40K$0
JanFebMarAprMayJun
Sales pipeline
Lead128
Qualified86
Discovery64
Proposal42
Negotiation28
Won / Lost18 / 7
CO-PILOT INSIGHT
Nothing slips through.7 opportunities need attention.
Here’s where to start.
Built for teams that manage relationships at scale.
SalesRevenueCustomer SuccessOperationsBusiness DevelopmentSupport
A CRM that knows
what comes next.
Customer context, intelligence, and action.
Connected from the start.
SJAccount
Northstar
Northstar
Unified customer records
Keep contacts, accounts, deals, and activities connected.
Deal stage changes → Create task
✓ Follow-up task created
Workflow automation
Trigger the right actions when customer or deal events happen.
Revenue forecast · Demo$312,000
Revenue & reporting
See pipeline health, revenue, and team activity clearly.
One customer.
One connected story.
From the first signal to the next opportunity,
every touchpoint adds context.
A relationship in motion
A new signal. A clear opportunity.
Sarah discovers your business. Her first visit becomes the start of a connected customer story.
SJ
Sarah JohnsonMarketing Director · Northstar
- Source
- Website
- Opportunity
- $48,000
- Stage
- Prospect
- Next best action
- Understand intent
Every signal.
A smarter next move.
Conversations become context. Context becomes action.
Watch your customer story come together.
RELATIONSHIP INTELLIGENCE
Discovery call
✓Rollout priorities discussed
Call + meeting · 2 sources“The proposal looks good.”
✓Sarah Johnson · WhatsApp
Message + note · 2 sourcesProposal opened
✓Northstar · $48,000 opportunity
Email + deal + activitySarah JohnsonContact · Northstar
ContactAccountDeal
Connecting customer signals
Illustrative CRM sequenceMeet your Co-PilotYour CRM doesn’t just
Your CRM doesn’t just
store information.
It thinks with you.
Ask what needs attention. Understand why. Turn a grounded recommendation into the next step, with you in control.
Explore AI agents Co-Pilot
7 open deals need attention. Sarah Johnson’s $48,000 opportunity has had no activity for 6 days.
RECOMMENDED NEXT ACTION
Schedule a follow-up
Reconnect with Sarah and confirm the next step on the proposal.
GROUNDED IN YOUR RECORDSDeal · $48,000Activity · 6 days idleContact · Sarah Johnson
AI that can work, not just answer.
Configurable agents. Clear context. Your oversight.
Lead Qualification
Evaluate new leads and recommend priorities.
Follow-Up
Find stale opportunities and propose next actions.
Account Intelligence
Summarize customer activity before a meeting.
Pipeline
Surface deals that may be slipping.
Your whole customer world.
One workspace.
Explore the CRM, one connected module at a time.
EVOFRONTIllustrative demonstration
Prospects
Find and organize potential buyers.
CompanySignalPriority
NorthstarWebsite visitHigh
Summit StudioEvent attendeeMedium
Linden WorksReferralHigh
Bring early signals into a connected customer record.
Every conversation belongs
to the customer story.
Stop chasing information. Bring calls, messages, and meetings
into one connected customer context.
Engagement Center
W
Sarah JohnsonThanks, the proposal looks good.
Now☎
Incoming callDaniel Chen · Summit Studio
@
Proposal feedbackPriya Patel · Linden Works
▦
Discovery meetingToday · 2:30 PM
SJ
Sarah JohnsonNorthstar · $48,000 opportunity
CUSTOMER TIMELINE
◷ Meeting scheduled · Tomorrow, 10 AM
▤ Note added · Rollout discussion
☑ Task created · Prepare plan
Context, already connected.
Sarah has reviewed the proposal and is ready to discuss rollout. Prepare an implementation plan before the meeting.
From messages + deal activityCustomer conversations, connected to the CRM.
Call QueueActive CallsSupervisorAgent Presence
Let the CRM handle
the follow-up.
Build a repeatable next step into every customer moment. Your rules connect the trigger to the action.
An example workflow using supported EVOFRONT actions. Assign owner and field updates are not shown.
TRIGGERDeal stage changed
Sample opportunity · Proposal
CONDITIONStage is Proposal
The right moment to follow up
ACTIONCreate follow-up task
Prepare the rollout conversation
ACTIONCreate notification
Let the owner know a task is waiting
ACTIONSend email
Optional configured message
Listening for the trigger0 / 5 steps
Example sequence · no customer actions are sent
Revenue, pipeline, and work.
In one view.
Your reports are a live interpretation
of connected customer context.
Revenue intelligence
Demonstration data · Current quarterRevenue$248,500
Weighted forecast$312,000
Conversion rate24.8%
Sales velocity32 days
Pipeline by stage
Hover to inspectWork that moves revenue
Customer conversations142
Follow-ups completed86
Meetings held38
Active team members12
Built for the way
your business works.
One customer foundation. Room for every team.
Shared context. The right access.
Separate workspaces, role-based access, and shared reporting keep growing teams aligned.
Organization
SalesCustomer SuccessOperations
AdminManagerMemberAgent
Adapt the CRM to your business.
Extend customer context beyond standard records with custom objects.
LeadContactAccountDeal
+ Property+ Subscription+ Partner+ Project
Illustrative custom objects, configured for your business.Different teams. A shared next step.
Sales teams
Prioritize opportunities and automate follow-up.
Revenue leaders
Understand pipeline health and forecast with context.
Customer teams
Keep conversations and relationships connected.
Growing businesses
Start with core CRM and add intelligence as you scale.
Get value in three steps.
From scattered information to a clear next action.
EmailSpreadsheetNotesEVOFRONT
01Connect your customer data
Bring leads, contacts, accounts, and existing customer information into the workspace.
ContactAccountDealConnected context
02Let AI build context
Connect relationships, activity, and opportunity information into one customer story.
✓ Review insight✓ Create taskMove the deal forward
03Act with clarity
Use Co-Pilot, automation, and reporting to focus your team on what matters next.
Connect the tools already
around your customers.
Bring the channels and data your team works with
into a more connected workflow.
@Email▦CalendarWWhatsAppEEVOFRONT☎Calling⇥Data Import⌘Webhooks / API
Connection categories shown. Confirm availability and setup for your workflow.
A connected foundation.
Room to grow.
Find the right fit for your team.
Plan details and pricing are available from sales.
Starter
Core CRM for a focused sales team.
Contact SalesDiscuss Starter- Leads, contacts, accounts & deals
- Tasks, meetings, notes & activities
- Pipeline visibility and reports
- Co-Pilot on CRM records
For connected growth
Growth
Automation, engagement, and AI on the same records.
Contact SalesDiscuss Growth- Connected CRM foundation
- Co-Pilot and configurable AI agents
- Workflow automation (create task and other supported actions)
- Revenue and activity reporting
Enterprise
Multi-team operations with isolation and control.
Contact SalesDiscuss Enterprise- Multi-workspace operations
- Role-based access
- Voice operations
- Custom objects, APIs, and scale
Illustrative plan structure. Feature packaging to be confirmed with sales.
What is EVOFRONT?
EVOFRONT is an AI-native CRM: leads, contacts, accounts, deals, activities, tasks, meetings, and conversations in one workspace, with Co-Pilot and configurable AI agents working on the same tenant records.
How is an AI-native CRM different from a traditional CRM?
Traditional CRMs store records. EVOFRONT also connects those records, surfaces Co-Pilot answers from CRM data, runs workspace workflows on record events, and keeps recommendations attributed to sources in your tenant.
Can I manage leads and opportunities in one workspace?
Yes. Leads can be captured and converted. Deals live in the pipeline with stages, forecast, and win/loss tracking — alongside prospects, contacts, and accounts.
Can I manage contacts and accounts?
Yes. Contacts represent people; accounts represent companies. Deals, activities, meetings, notes, and conversations can be linked so the customer story stays in one place.
Can EVOFRONT automate follow-ups?
Yes. Workspace workflows can trigger on record events — for example when a lead is created or a deal stage changes — and run supported actions such as create task, create notification, send email, send WhatsApp, wait, branch, call a webhook, or enroll in a sequence. This page demonstrates task creation. Some catalog actions (assign user, update field, call agent) are not presented as supported automation here.
Does Co-Pilot take actions automatically?
Co-Pilot answers from CRM records and can propose actions such as creating a task, note, meeting, or activity. Proposed actions are reviewed in the product before they are confirmed. The conversation on this page is an illustrative demonstration, not a live session.
Can EVOFRONT support multiple teams?
Yes. The platform is multi-tenant with role-based access. Each workspace has its own data isolation. Teams work from shared records, dashboards, reports, and the Engagement Center.
How do I get a workspace?
Access is invite-based. There is no public self-serve signup. Request access or sign in from the login page. New members join through an invite they accept.
Can the CRM scale for larger organizations?
Yes. Multi-tenant architecture, role-based access, custom objects, reports, voice operations, APIs, and workspace settings are designed for growing teams — without requiring a separate product line.
Your customer data
already knows the story.
Make it actionable.
Your next best action
Sarah’s opportunity is ready
for the next conversation.
✓ Follow-up task created
Connected to Sarah · Northstar · $48K deal · illustrative