EverAfter Reviews & Product Details

EverAfter has been a great, customizable, and easy-to-use tool to get customers in front of 'Getting Started' materials immediately so they can achieve success on their own timeline, not ours. By putting specific customers in front of EverAfter for a digital onboarding experience, it has saved our internal teams hundreds of hours that can be spent tackling other projects and provided higher levels of service in other ways. The support the EverAfter team has provided us upon implementation and refining our Onboarding Kits has been phenomenal - very helpful, dedicated, and flexible professionals. Review collected by and hosted on G2.com.

I look forward to having a more seamlessly customizable experience between the AI capabilities with Studio and our kit experience. Review collected by and hosted on G2.com.

What stands out most is that EverAfter doesn’t just hand over a platform and leave you to figure it out—they collaborate with us as real partners. They bring industry-leading perspective, helping us think strategically about how to scale digital onboarding and customer experiences. Their team is thoughtful, proactive, and feels fully invested in our success. On the product side, the usability is fantastic: no-code configuration means my team can iterate quickly, Salesforce integration works seamlessly, and building out customer journeys is straightforward and intuitive. It’s rare to find a tool that balances ease of use with depth of capability this well. Review collected by and hosted on G2.com.

Honestly, there isn’t much to dislike. Like any growing platform, there are occasional areas where features are still evolving, but the pace of innovation is fast and the team is incredibly receptive to feedback. When something doesn’t exist yet, I feel confident it’s either on the roadmap or we’ll collaborate to solve it. Review collected by and hosted on G2.com.

I really like the studio function where you can build a lot of widgets just prompting with different ideas. With the tool, we can create widgets without third-party tools or code, and you don't need to have any knowledge in coding either. So if you get a great idea, you can start with just prompting. It is a great way to see if the idea "flies" or not. The technical onboarding was easy, and they were really helpful. Review collected by and hosted on G2.com.

The problem I face today is that if you have created a great widget where the customer can input data, you cannot save the data in the current solution. Then you need to use other widgets in the application instead of the 'studio' built one. Review collected by and hosted on G2.com.

I really appreciate the ease of use that EverAfter offers, as it makes the experience so fluid and intuitive for anyone using it. The customizable themes and layouts of the website enhance user interaction and allow for a personalized touch, making it adaptable to different needs and preferences. I absolutely love that we can communicate asynchronously through comments that can act like emails, providing flexibility in communication, especially when schedules don't align. It's also fantastic that when schedules do overlap, the tool facilitates real-time communication to keep discussions immediate and effective. Moreover, having a dedicated page for client communication where we can discuss processes and keep them informed is invaluable. This feature aids significantly in maintaining clear, organized, and ongoing communication with clients, which is essential for collaborative projects. Lastly, my strong inclination to recommend EverAfter to others highlights how satisfied I am with its capabilities and efficiency. Review collected by and hosted on G2.com.

Sometimes the page does not load correctly, and I need to refresh, but it is very rare. Review collected by and hosted on G2.com.

EverAfter is an incredibly easy and intuitive software to use. My favorite features are the seamless connection between Salesforce and EverAfter, since everything lives in Salesforce, and the AI functions. Even though I know what I want, using EverAfter's AI options help to speak up the process of creating kits. Our implementation consultant has also been so great during this process, answering all of questions and helping us to create the best experience for our clients. Review collected by and hosted on G2.com.

The only downside I can think of for EverAfter is the fact that other parts of the company want to use it, so they're making us build things for them! Ha. A positive negative, if you will. Review collected by and hosted on G2.com.

EverAfter makes it easy to pull in data from different sources—like meetings from our calendar or support tickets from Zendesk—and display them directly in the client-facing hub. It saves us time and helps create a more unified experience for our clients without needing to constantly switch tools or copy/paste updates. Review collected by and hosted on G2.com.

The meeting summary feature—which I use the most—could really use some improvements. The editing experience is limited and not very intuitive, especially when trying to make quick updates. Also, it’s frustrating that there’s no way to add screenshots or visuals to summaries, which would really help make them clearer for clients. Review collected by and hosted on G2.com.

I really like the automatic renewal notifications and Milestone dashboards in EverAfter. It makes managing my account cycle from onboarding to renewal smoother. I can share product resources and offer a platform for customers to schedule calls with us, and they can easily see what stage of renewal they are at. The initial setup was easy although it was done by our HQ. Review collected by and hosted on G2.com.

I find it challenging to manage multiple sub-customers on one page and to sync with Salesforce (SFDC). Review collected by and hosted on G2.com.

EverAfter helps me as a CSM to onboard my customers, saving me valuable time with templates instead of manually building decks. It also acts as resources that clients can return to, and a hub of customer resources specifically for their product set and use cases. I also use it for business reviews, and I like that the clients feedback/use cases iare documented so we can return to it and see how it changed over time. Review collected by and hosted on G2.com.

My only wish is that EverAfter could be embedded into our product (maybe it can) so that the customer doesn't need to go to a second site/portal and it was more built into the onboarding flow of our site when they log in. Review collected by and hosted on G2.com.

The fact that we have a dedicated point of contact who is helping us in biweekly meetings to set-up the kits and automations, helps us brainstorm new use-cases and solve everyday questions. Usually you see service like this from a SaaS product in the first weeks of onboarding, but the fact that we have had this excellent service for over a year already, is definitely customer experience over expectations. Review collected by and hosted on G2.com.

Sometimes the product glitches out here and there. The views might not refresh correctly, some widgets might disappear, hitting the backwards button freezes the screen etc. other smallish problems that might interrupt the work and cause some product usage friction. Review collected by and hosted on G2.com.

Centralized customer management tool to provide consistent experiences across book of business. Review collected by and hosted on G2.com.

switching/customizing templates isn't the most user intuative. Review collected by and hosted on G2.com.