EverAfter Features
Content (5)
Document Collaboration
Allows users to simultaneously collaborate on a document within the application.
Versioning
Stores different versions of a document.
E-Signature
Allows users to provide an e-signature within the platform.
File Request
Allows businesses to request files from clients.
Feedback
Allows businesses to solicit feedback on projects or documents from clients.
Collaboration (6)
Billing and Invoicing
Provides billing and invoicing within the application.
Instant Messaging
Provides internal and/or external instant messaging capability.
Project Management
Offer project management features like task creation and tracking within the application.
Analytics
Offer analytics concerning productivity or client engagement.
Time Tracking
Allows businesses to track time spent on projects within the application.
Mobile Application
Provides a mobile application.
Onboarding Setup (3)
Workflows
Provide customizable workflows for onboarding activities and tasks.
Templates
Include templates for onboarding project plans and documents.
Checklists
Generate checklists to monitor the prograss of onboarding projects.
Project Tracking (5)
Monitoring
Track tasks, project, and dependencies using timeline views or GANTT charts.
Resources
Allocate resources to tasks and projects, and track their costs.
Content
Manage onboarding documents, training materials, and other content.
Tasks
Assign and track onboarding tasks to internal and external stakeholders.
Optimization
Identify trends and analysis that can be used to optimize onboarding.
Customer Engagement (5)
Portal
Provider a portal for customers and external users to collaborate and share documents.
Engagement
Include features to keep customers engaged such as internal communications.
Branding
Create white-label portals by customer, product, or project.
Visibility
Provide multiple levels of visibility accrosss all onboarding stages.
Collaboration
Allow internal and external users to collaborate without loging into the system.
Platform (3)
Health Score
Generates a score that represents the likelihood of customer churn and customer satisfaction.
Customer Profiles
Catalogues and organizes a profile for each customer where every data point is attributed to.
Notifications
Set alerts for customer profiles in need of urgent attention and resolution.
Predictions (6)
Service Quality Assurance
Service quality is measured in real time to provide alerts to case managers on opportunities for improvement
Analytics
Provides dashboards and reports to describe profiles and trends.
Revenue Impact
Measures the business value of each customer and their contribution to the company bottom line.
Artificial Intelligence
AI technologies like NLP, NLU, and/or NLG are used to analyze and process text provided by customer interactions.
Sentiment
The product automatically discerns customer sentiment from text and/or calls for proactive action.
Retention
Calculates the likelihood of your customers continuing to use your product or leaving.
Generative AI (2)
AI Text Generation
Allows users to generate text based on a text prompt.
AI Text Summarization
Condenses long documents or text into a brief summary.





