EverAfter Features

Offers a chatbot to initiate and carryout inital conversations with prospects and leads.

Automatically calculates which leads are the most likely to become a customer.

Automatically contacts all leads.

Utilizes natural language processing to set up meetings.

Manages sales opportunities through their full lifecycle from lead to order, tracking stages, values, and close probabilities across pipelines by individual rep, team, region, and company-wide

Automates the entry of collected data.

Application Programming Interface - Specification for how the application communicates with other software. API's typically enable integration of data, logic, objects, etc. with other software applications.

Set up connections to third-party platforms to improve business processes

Manage the process of planning and scheduling meetings, including agenda creation

Track and manage schedules and meetings via an integrated calendar

Store, manage, and track all electronic documents in a centralized location

Manage, organize, and store contact information

Create, manage and track all task activities and progression

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Allow users to create, edit, and sort multiple notes

Define, track, and/or automate sales activities and sales processes

Manage, store and organize emails within the system or via third-party apps

Provides real-time coaching to sales representatives.

Tracks and analyzes sales representative performance.

Track delivered, received, and opened emails

Process to identify source of incoming calls, date, time, duration or caller type using a unique phone number

Measure return on investment and leverage data to predict profitability of future projects.

Enables projection of sales revenue, based on historical sales data, analysis of market surveys and trends, and salespersons' estimates.

Can operate under at least two distinct sales methodologies

Includes recording and review capabilities to train new salespeople or review old deals

Creates and stores multiple playbooks for sales

Highlights cross-sell, upsell, and white space opportunities

Can fully automate the deal renewal process

Suggests content appropriate to stage and tone of the deal

Allows multiple relationship maps for each account and opportunity

Includes explicit definitions of stakeholder roles

Allows users to simultaneously collaborate on a document within the application.

Stores different versions of a document.

Allows users to provide an e-signature within the platform.

Allows businesses to request files from clients.

Allows businesses to solicit feedback on projects or documents from clients.

Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability.

Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement.

Allows businesses to track time spent on projects within the application.

Provides a mobile application.

Tracks metrics that provide insight into how a user interacts with any interface or product

Provide customizable workflows for onboarding activities and tasks.

Include templates for onboarding project plans and documents.

Generate checklists to monitor the prograss of onboarding projects.

Track tasks, project, and dependencies using timeline views or GANTT charts.

Allocate resources to tasks and projects, and track their costs.

Manage onboarding documents, training materials, and other content.

Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding.

Visualization tool to organize and optimize tasks and track their status at every stage of workflow

Establish measurable goals and objectives and track their progress over a specific period of time

Manage and track all internal and external communication conducted via calls, email, text, or chat

Provider a portal for customers and external users to collaborate and share documents.

Initiate interactions with customers by proactively starting conversations or providing informational content

Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages.

Allow internal and external users to collaborate without loging into the system.

Add customized logos and colors to align with company branding

Generates a score that represents the likelihood of customer churn and customer satisfaction.

Catalogues and organizes a profile for each customer where every data point is attributed to.

Set alerts for customer profiles in need of urgent attention and resolution.

Calculate NPS of customers

Service quality is measured in real time to provide alerts to case managers on opportunities for improvement

Predict future data based on historical data sets

Measures the business value of each customer and their contribution to the company bottom line.

AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions.

The product automatically discerns customer sentiment from text and/or calls for proactive action.

Calculates the likelihood of your customers continuing to use your product or leaving.

Track and analyze user behavior within a system or network

Track and interpret metrics on the usage of company resources

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Allows users to generate text based on a text prompt.

Condenses long documents or text into a brief summary.

Use AI to generate content in the form of text, images, videos, etc.

Capability to perform complex tasks without constant human input

Ability to break down and plan multi-step processes

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Software program that continuously adjusts its behavior based on observed data

Capability to perform complex tasks without constant human input

Works across multiple software systems or databases

Improves performance based on feedback and experience

Engages in human-like conversation for task delegation

Anticipates needs and offers suggestions without prompting

Makes informed choices based on available data and objectives

Train your system to interpret and transcribe voice messages

Initiate interactions with customers by proactively starting conversations or providing informational content

Assembly of graphs and charts for visualizing and tracking statistics/metrics

Communicate using direct chat or messages within the system

Generates and edits text using machine learning

Caters to sales teams

Automate processes to manage leads, contacts, opportunities and sales activities

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Predict future data based on historical data sets

Score a lead based on quality or likelihood to buy/convert based on predetermined criteria

Sample files or documents that could be customized as needed or used as is

Timed notification for any upcoming task, deadline, appointment, or activity

Pre-made examples and templates for emails

Send messages via SMS

Adjust communications based on previous interactions or personal preferences

View and track pertinent metrics to find patterns and gain insights from data

Recording, transcription, and analysis of sales calls for the purpose of training and generating insights

Communicate with potential customers by distributing promotional/informational materials via social media, email or other channels

A collection of customer information such as contact details, demographics, previous interactions, etc.

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Using different methods or channels to connect with customers

Streamlining repetitive tasks and activities through automated and predefined workflows

Leave comments and notes on documents for others to view

Application programming interface that allows for integration with other systems/databases

Set up connections to third-party platforms to improve business processes

Create, manage and track all task activities and progression

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Assemble applications and processes by dragging over and arranging pre-built components

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Measure and track time including hours worked and paid time off (PTO)

Protect sensitive data for digital privacy

Allow users to access multiple services after entering their login credentials once

Track and document all activities across devices, networks, and other systems

Customize data fields to support various needs and use cases

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Identify customers at risk of migration and activate strategies to retain them

Manage contact details and communication with clients

Communicate using direct chat or messages within the system

Form predictions based on past and present data/trends

Access software remotely via mobile devices

Adds a customizable form to the landing page, usually for the purposes of lead generation

Gauge satisfaction and receive information for improvement and success

Monitor sales and make necessary adjustment in order to increase demand and revenue

Process of familiarizing new clients, stakeholders or employees with the company, a new location, or a service

Create, design and manage workflows for repetitive tasks

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Track and manage schedules and meetings via an integrated calendar

Track and manage adherence to policies for any service, product, process, or supplier

Electronic storage of stakeholder contact information

Digital forms that are shared and accessed online

Visual representation of project's schedule, sequence and duration of tasks, benchmarks and dependencies

Track all company interactions with current clients

A digital list of items that need to be completed

Store, manage, and track all electronic documents in a centralized location

Use AI to generate content in the form of text, images, videos, etc.

Process of dividing customers into groups based on common characteristics

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Import and export data to and from software applications

Provides a channel for team members to share media files, communicate, and work together

Digitally sign online documents

Track the status and progress of tasks

A record of all activities within the system, including user access, changes made, etc.

Timed notification for any upcoming task, deadline, appointment, or activity

Accept and process online payment transactions

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Custom forms to streamline repetitious aspects of a document

Receive data and information in real time

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Manage, store and organize emails within the system or via third-party apps

Manage and support multiple languages

Search and filter data across systems to locate required information by entering keywords or certain criteria

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Leave comments and notes on documents for others to view

Facilitates online authoring and publishing of the content

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Centralized repository to store content and assets

Assign categories, labels, tags, or attributes to documents for organization, search and storage

Assemble applications and processes by dragging over and arranging pre-built components

Offer prizes, discounts, and other incentives for customers to earn reward points on purchases and redeem them for future purchases

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Adjust communications based on previous interactions or personal preferences

Plan, execute, and analyze email marketing campaigns

Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness

Manage a repository of information that includes articles, FAQs, or tutorials used for self-service support

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

A set of indicators that tracks the performance of networks, applications, systems, teams, etc.

Create, design and manage workflows for repetitive tasks

Display advertising and marketing messages to users based on their browsing history and preferences

Initiate interactions with customers by proactively starting conversations or providing informational content

Categorize emotions expressed in written text or images and identify if they are positive, negative or neutral

Tracks metrics that provide insight into how a user interacts with any interface or product

Create, manage and track all task activities and progression

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Track visitors'/audience's responses across web pages and other optimized content

Measures the retention rate and satisfaction of customers.

Allow customers/users to submit support queries and service requests

Guide new users to understand and become proficient in using a product or service

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Tool to send questionnaires to customers to gauge feedback

Create a collection of marketing actions to complete specific goals and plan and analyze campaign results

Receive notification of issues as soon as they occur

Visualize and analyze customer experience across all touchpoints and channels

Allow customers to cancel their subscription remotely.

Set up connections to third-party platforms to improve business processes

Automatically monitor and receive alerts for any new online reviews

Searchable repository of information about clients

Log and store the source of contacts/leads

Ability to communicate to customers through at least one channel such as email, live chat, phone, or social media.

Identify customers at risk of migration and activate strategies to retain them

Automate workflows and trigger campaigns based on customer actions

Log and store the source of contacts/leads

Process of dividing customers into groups based on common characteristics

Communicate using messages within the system

Streamlining repetitive tasks and activities through automated and predefined workflows

Pre-designed layouts that can be customized to match preferences and requirements

Create, design and manage workflows for repetitive tasks

Manage, store and organize emails within the system or via third-party apps

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Store, manage, and track all electronic documents in a centralized location

Assemble applications and processes by dragging over and arranging pre-built components

Gauge satisfaction and receive information for improvement and success

Provides a channel for team members to share media files, communicate, and work together

Track and document all activities across devices, networks, and other systems

Gather, organize, share, and analyze knowledge in terms of resources, documents, and people skills

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Store and organize documents in a centralized system

Define levels of authorization for access to specific files or systems

Add customized logos and colors to align with company branding

Search and filter data across systems to locate required information by entering keywords or certain criteria

Use AI to generate content in the form of text, images, videos, etc.

Estimate or forecast of a future scenario based on the study of present trends

Notifications that are delivered to users as soon as an event occurs

Continuous profile-based stream of news and activity

Attach digital tags to documents and assets for identification, search, or monitoring purposes

Import and export data to and from software applications

Customize contracts and forms to collect specific information

Process of familiarizing new employees with the company, their position, and responsibilities

Manage and track all internal and external communication conducted via calls, email, text, or chat

Track and manage schedules and meetings via an integrated calendar

Create, manage and track all task activities and progression

Communicate using direct chat or messages within the system

Electronic storage of staff/employee contact information and job status in a centralized repository

Leave comments and notes on documents for others to view

Access names, contact information, and roles of employees in a centralized repository

Set up connections to third-party platforms to improve business processes

Allow users to access multiple services after entering their login credentials once

Application programming interface that allows for integration with other systems/databases

Collecting, analyzing, and utilizing feedback from users or customers to improve a product or service

Configure existing workflows to meet your organization's needs

Manage, organize, and store contact information

Track revisions and updates made to files and navigate between different versions

Set & manage permission levels based on user roles and restrict access to only authorized individuals

Create, save, and store files

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Integrates with Active Directory

An @mention is a way to tag or notify a specific person about a message/post

Online portal where employees can access and track their own information

Manage the process of evaluating documents or requests submitted for approval

Store, manage and track all forms in a centralized location

Ability to chat online in real time

Handles digital content throughout its lifecycle, from creation and storage to distribution and archiving

Receive system updates as soon as any changes are made

Online forums/groups where users can ask questions, share ideas, best practices, etc.

Customize data fields to support various needs and use cases

Public or private sharing of digital files such as documents, audio/video, images, and more

Dashboard to view the status of ongoing processes, identify current incidents and track past activities