A smarter way to run your installation business
Introducing eva crm
eva crm is an all-in-one CRM system for installation businesses. It’s easy to use and streamlines every part of your customer’s journey, from first contact to warranty and aftercare.
Built by industry experts, eva crm is a straightforward system tailored specifically for your window business.
It is fully customisable to fit your needs, keeping customer experience at the forefront.
Empowering you to work smarter, not harder, eva crm enables you to focus on what truly matters – happy homeowners, happy you.
Why eva crm?
We’re a little different to your typical window installation CRM and for good reason.
We embrace your uniqueness, ditch the jargon, automate the mundane, and keep your customer journey at the heart of everything we do.
Watch the video for more information from Head of eva crm, Jo Savant.
Introducing eva crm
Link to Emplas’ customer portal
If you have a trade account with Emplas, eva crm now links to Emplas’ online customer portal, EVA, automatically uploading all order information, generating purchase orders and keeping your customer’s information in one place.
Safe and secure
With multi-factor authentication your data is safe and secure, and is also backed up every hour for extra peace of mind.
Dynamic reporting and analytics
Detailed reporting and analytics for sales pipeline and contract management, helping you understand performance, identify areas for improvement, and make informed decisions.
Sales and lead management
Our dedicated lead management module tracks each customer interaction, monitors the sales process, and helps refine strategies to improve conversion rates. You’ll know exactly what is happening with every lead in real time, from the first interaction through to conversion.
Real time order tracking
Track orders in real time, check delivery statuses and get notified when products arrive at the warehouse, enabling accurate and timely communication with your customers.
Automated workflow management
Automates many aspects of the customer journey, ensuring all relevant information is available without manual input, enhancing efficiency and reducing errors.
Diary and installation scheduling
Help your sales and installation teams to make effective use of their time by scheduling their appointments and installation dates in the diary quickly and easily.
User-friendly system
Intuitive and easy to use, reducing the learning curve for new users and allowing quick access to all customer and order information in a single place.
How do I switch to eva crm?
Can I transfer my existing data?
Absolutely! Our fantastic development team is on hand to work out the best process for transferring your existing data into the system.
Can it be integrated into my Account’s solutions?
Yes, eva crm is compatible with Sage, Zero and Opera, plus many more.
How long does it take to set up?
We’ll spend some time working with you on the best configuration for your needs and then aim to have you set up within a month.
How much does it cost?
Being fully customisable, many customers choose part or all of the system’s functionality, therefore pricing is bespoke to each customer. Following an initial installation fee, the licence for eva crm runs on a monthly basis.
Do you provide aftercare support?
Yes, our dedicated support team will be by your side every step of the way from initial setup, training and ongoing technical support. Whenever you need us, we’re here for you!
Is there a minimum number of users?
No minimum numbers! Whether you are a small or rapidly growing business, we can work with all sizes of business and can provide as many licences as you need.
The eva crm app
An invaluable tool for all customer-facing team members.
The eva crm app places the key data and functionality into team members’ hands when they are on site with customers, during installations and at any time away from your office.
eva crm links to EVA
The link from the Emplas EVA Portal into eva crm uploads all of your order details, produces your purchase orders and keeps your customer’s information in one place.
Meet the team
