Evolved Metrics CRM
Who Is the Company Behind Evolved Metrics CRM?
- Seller: Evolved Metrics
- Year Founded: 2015
- HQ Location: Calgary, CA
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LinkedIn® Page: www.linkedin.com
4 employees on LinkedIn®
Total Products under this Category: 1,615
Last updated: September 01, 2026
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Underlying data: [Grid® JSON](https://www.g2.com/categories/crm/grids.json?focus%5B%5D=agentforce-sales-formerly-salesforce-sales-cloud&focus%5B%5D=hubspot-sales-hub&focus%5B%5D=monday-crm&focus%5B%5D=pipedrive&focus%5B%5D=zoho-crm&focus%5B%5D=bigin-by-zoho-crm&focus%5B%5D=close&focus%5B%5D=activecampaign)
Expedify — the CRM that thinks, talks, and acts Your CRM shouldn’t need a babysitter. Expedify is an AI-first, chat-native system that does the work for your team—following up, personalizing outreach, and turning data into decisions in real time. It connects sales and marketing in one living workspace so your pipeline moves without nudges or spreadsheets. What Expedify does (so you don’t have to) Unifies sales + marketing: One source of truth across leads, interactions, and journeys; cross-channel analytics marry your CRM data with campaign performance for immediate clarity. Launches journeys that run themselves: Orchestrate WhatsApp, SMS, email, and calls from a single visual builder—spin up outreach in minutes and let it run on autopilot. Agentix, your AI teammate: Context-aware agents make calls, send tailored follow-ups, draft smart copy from buyer history, and can be customized for any use case. There’s genuinely an agent for that. Chat with your data: Ask “plain-English” questions about your pipeline and act instantly—no dashboards to hunt, no reports to wait on. Simple, chat-first UI: Recruit or build agents in a visual agent builder; most work can happen in chat so teams ramp fast without heavy training. Why it’s different No CRM chores: Expedify removes manual logging and reminder-hunting. Follow-ups fire before your reps think to ask, and content adapts on the fly. The result: speed, consistency, and fewer dropped balls. Automation without the headache: Classic “if-this-then-that” rules evolve into agentic workflows that reason about the next best action—so you automate what should be automated and keep humans on high-leverage decisions. Proven by teams that scale: 9+ years, 300+ clients, 100+ experts across BFSI, education, healthcare, real estate, auto, and FMCG means battle-tested foundations with modern AI on top. The vibe (and the value) No fluff, no tool sprawl, no “please update the CRM.” Just answers when you ask, campaigns when you need them, and a system that quietly keeps your pipeline warm. If you’ve ever wished your CRM worked for you—not the other way around—this is that moment. Book a quick walkthrough and feel the AI do the heavy lifting.
Average Rating: 5.0/5.0
Total Reviews: 1
"Expedify Simplifies Workflows and Keeps Projects Perfectly Organized"
Rating: 5.0/5.0 stars
— Katherine Z.
Experience CRM is an all-in-one customer relationship management platform designed specifically for hotels and restaurants. It centralises guest data, automates personalised communications before, during, and after the stay, and enables teams to better manage guest loyalty and online reputation. The goals ? Deliver a more personalised guest experience, increase direct bookings, and build long-term customer relationships.
Exxas ist die Cloud Business Plattform für KMU, die eine ganzheitliche und integrale Lösung für ERP, CRM, Projekt- und Servicemanagement, Teamarbeit, Warenwirtschaft, HR und Finanzen suchen. Unternehmen haben mit Exxas eine ganzheitliche Plattform, um die besten Kundenerlebnisse zu schaffen und die Abläufe in der eigenen Organisation effizient zu gestalten. Die Exxas-Plattform bringt das Beste aus Dienstleistungs- und Vertriebsunternehmen hervor, indem sie eine einzige digitale Arbeitsumgebung bereitstellt. Mit allen Bereichen für das operative Geschäft.
Average Rating: 4.0/5.0
Total Reviews: 2
AI-generated summary from verified user reviews
"Flexible, Scalable ERP That Powers Core Business Processes"
Rating: 4.0/5.0 stars
— Verified User in Computer Software
"Integrated CRM and Project Management with Some Functional Gaps"
Rating: 4.0/5.0 stars
— Verified User in Financial Services
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FastestCRM is an AI-powered, cloud-based CRM solution specifically designed for startups, small businesses, and growing sales teams who need a lightweight and efficient alternative to complex legacy systems or manual spreadsheets. It focuses on speed and clarity, providing a mobile-first interface that enables sales representatives to manage leads and close deals without administrative friction.
FastEstimateMaker is the all-in-one estimating, invoicing, and customer management platform built for solo contractors, small crews, and field-service pros who don't have time to sit at a desk. Speak or type the job in plain English — "200 sq ft cedar fence, gate, stain, next Tuesday at 9am" — and our AI builds a branded, professional estimate in about 60 seconds. Send it by SMS, email, or QR code. Your customer signs it on their phone. You get paid through Stripe or Square. QuickBooks Online and Wave stay in sync automatically. That's it. No bloated dashboards. No 14-tab setup wizard. No per-user seat fees. One flat price: $29/month after a 14-day free trial (extendable to 30 days with a referral code), plus 1 free estimate every 30 days even if you cancel. Who it's for: Roofers, painters, landscapers, plumbers, electricians, HVAC techs, fence installers, pressure washers, handymen, junk removal, mobile detailers, tree services, concrete and masonry, drywall, flooring, deck builders, gutter installers, pool services, snow removal, pest control, and any independent contractor who's tired of losing jobs because they took 3 days to send a quote. Why contractors switch to FastEstimateMaker: 60-second AI estimates. Talk-to-text or paste rough notes. Our AI extracts line items, quantities, taxes, appointment date/time, and client contact info — then generates a branded PDF, DOCX, calendar invite (.ics), and contact card (.vcf). One flat $29/month price. No tiers, no add-ons, no per-document charges, no payment processing markup beyond what Stripe/Square already charge. Built-in repeat-customer CRM. New jobs link to existing customers instead of duplicating records. Customer-level notes live separate from per-job notes. Match-candidate logic catches duplicate phone numbers, emails, and addresses automatically. Estimate tracking that actually tells you something. See when your estimate was viewed, on what device, from what source (email, SMS, QR, direct link). Get an SMS the moment a client accepts. Automated AI follow-ups. Configure 3 follow-up touches (e.g., day 1, day 3, day 7). The AI writes the message in your voice. One-click cancels the rest of the sequence the moment your client replies. Invoicing with hosted payments. Convert any won estimate to an invoice. Send a Pay Now link. Stripe Connect or Square checkout handles the money. Manual payments, partial payments, and installment schedules supported. Real accounting sync. QuickBooks Online and Wave OAuth — two-way customer + invoice + payment sync. CSV exports for QBO and Wave if you'd rather batch import. Map-based canvassing. Drop pins as you walk a neighborhood. Track door status (left flyer, spoke to homeowner, no answer, revisit later, not interested, do not knock, interested, estimate sent). "Plan My Day" auto-routes your revisits, prospects, follow-ups, and existing-client visits. Live weather + storm overlays. NWS active alerts and SPC storm reports built in for roofers and storm chasers. Online booking page. Branded /booking/yourname URL with timezone-aware availability, slot duration, buffer time, advance-booking limits, and 4 appointment types (phone call, video call, on-site visit, in-person). Google Calendar busy-block aware. Cloudflare Turnstile bot protection. Bookings drop straight into your CRM. Google Calendar 2-way sync. Estimates, revisits, tasks — all on your calendar with reminders. Notes, tasks, and a unified "My Tasks" view across every lead and client. Lead attachments. Up to 5 photos or PDFs per lead (PNG, JPEG, HEIC, PDF) for site photos, signed contracts, or reference docs. Pricing catalog (price book). Reusable line items with bulk import. Drop them into estimates with one tap. Phone verification + SMS notifications powered by Azure Communication Services with E.164 normalization and duplicate-phone protection. Magic-link login, social login (Microsoft Entra), email/password — log in however you want. CCPA/GDPR-friendly. One-click DSAR export of all your data as JSON. Self-serve account deletion. Encrypted OAuth tokens. PII clearing on cancellation. The 60-Second Workflow: Speak the job — voice-to-text or paste rough notes into Quick Input. AI extracts customer info, line items, taxes, and the appointment time. Review and tweak — change a quantity, swap a price book item, adjust the appointment. Send by SMS, email, or QR code — your customer sees a branded estimate on their phone. Track everything — view notifications, accept/decline alerts, automated follow-ups. Convert to invoice — one tap, hosted payment link, money lands in your Stripe or Square account. Sync to QuickBooks or Wave — automatically. FastEstimateMaker vs. the alternatives: vs. Jobber / Housecall Pro / ServiceTitan: Those are full FSM platforms built for crews of 5+. FastEstimateMaker is built for the solo operator and the 2–3 person crew who just need to send estimates fast, get paid, and not pay $200+/month for features they'll never use. vs. Joist / Invoice Simple: Those are estimate/invoice form-fillers. FastEstimateMaker has the AI extraction, the CRM, the canvassing map, the booking page, the follow-up automation, and the accounting sync — at a similar price. vs. spreadsheets and Word templates: No tracking, no follow-ups, no payments, no client portal, no calendar invites. You're losing jobs you don't even know about. Frequently Asked Questions: Q: Is there really an AI? What does it do? Yes. The AI parses unstructured input (voice, text, pasted notes), extracts line items with quantities and unit prices, identifies the customer, infers the appointment date/time, classifies the trade for trade-aware wording, and writes follow-up messages in your tone. It runs on the latest GPT-class models. Q: Can my customer pay online? Yes. Connect Stripe or Square in 60 seconds via OAuth. Your invoice gets a hosted Pay Now button. Funds land in your processor account on the normal payout schedule. We don't touch the money. Q: Does it work on my phone? Yes — it's mobile-first. The canvassing map, Quick Input, CRM, and invoice manager are all built for phone-first use in the field. Q: Can I import my existing customers? Yes — and the repeat-customer CRM auto-detects duplicates by phone, email, and address so you don't end up with 4 versions of the same customer. Q: What about QuickBooks? Native OAuth integration with QuickBooks Online and Wave. Customers, invoices, and payments sync automatically. CSV export available too. Q: What if I cancel? You still get 1 free estimate every 30 days, forever. No trap. Q: Is my data secure? Yes. Encrypted at rest, encrypted in transit (TLS), encrypted OAuth token storage, Cloudflare Turnstile bot protection on public forms, signed webhook verification, and full DSAR export + account deletion on demand. Q: How long is the free trial? 14 days, no credit card required. 30 days if you sign up with a referral code. Q: Do you have a referral program? Yes. Share your referral link, your friend gets 30 days free, and you earn bonus trial days every time someone you referred becomes a paying user. Q: Can I send estimates via SMS? Yes. SMS, email, QR code, or direct link — pick whichever your customer prefers. Q: Do you support tax / multi-tax? Default tax rate in settings, plus per-estimate overrides. Custom invoice totals supported for jobs that don't follow standard line-item math. Q: Can I take partial payments or installments? Yes. Configure a payment schedule on any invoice. Mark individual rows as received. Record off-platform payments (cash, check, Zelle) up to the remaining balance. Q: Is there a price book / catalog? Yes. Build reusable line items, bulk import up to 100 at a time, organize by category, and drop them into any estimate with one tap. Q: Does it work in my industry? If you do field work and send estimates, yes. We have dedicated landing pages for roofing, painting, landscaping, plumbing, electrical, HVAC, fencing, and general contracting — but the platform is trade-agnostic. Integrations: Stripe Connect, Square, QuickBooks Online, Wave Accounting, Google Calendar, Mailgun, Microsoft Entra External ID, Cloudflare Turnstile, Azure Communication Services, US Census geocoder, Mapbox, NWS, NOAA SPC. Platforms: Web app (works on every modern browser), mobile-first responsive design (iPhone, Android), light + dark themes. Pricing: $29/month flat. 14-day free trial (30 days with referral). 1 free estimate every 30 days even after cancellation. Get started: https://fastestimatemaker.com Built by a contractor who got tired of losing jobs to slow estimates.
Es un software para empresas de servicios todo en uno adaptado a distintos sectores. Centraliza en tiempo real todo el papeleo de tu oficina con el trabajo de tus técnicos en el terreno gracias a su arquitectura en la nube. Con Fixner automatizas procesos llegando a objetivos de aumento de productividad, mejora de márgenes de beneficios y reducción de costes operacionales. Es una solución SaaS para gestionar de forma sencilla e integrada (unificada) las operaciones de negocio: Ventas, Trabajos, Facturación, Tesorería, Logística, Fabricación y Catálogo de productos/servicios.