Sales Features

Form Customization

With EVERLEAD, you can create customized forms for each contact to capture specific information in a structured way. These tailored forms help you align relevant data with the needs of your leads and customers, making the sales process more efficient and targeted.

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Other features

Contact & Account Management

EVERLEAD enables efficient contact and account management by centrally storing and organizing all lead, customer, and company information.

Database Fields & Value Lists

EVERLEAD offers flexible options for customizing database fields and value lists, so you can tailor the platform to your specific business needs.

Marketing Features

Email – Exchange mailboxes

With EVERLEAD’s email feature, teams can collaboratively access and efficiently manage centralized Exchange mailboxes.

Areas of application

Further areas of application

Automate Sales Activities

With EVERLEAD, automate recurring tasks such as follow-ups and appointment reminders, enabling your team to focus on strategic customer engagement. The platform ensures tasks are completed at the right time, saving valuable resources and keeping your sales process efficient and consistent.

Manage Your Sales Pipeline

A centralized solution for managing contacts and follow-ups. Categorize leads and track their status to maintain a clear overview of your sales pipeline. Identify opportunities early and take targeted actions to streamline the sales process and drive efficiency.