--- title: EverAfter Reviews meta_title: 'EverAfter Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 162 reviews by the users' company size, role or industry to find out how EverAfter works for a business like yours. aggregate_rating: rating_value: 4.6 review_count: 162 scale: '5' date_modified: '2026-07-20' parent_category: name: Content Management url: https://www.g2.com/categories/content-management --- # EverAfter Reviews **Vendor:** Base **Category:** [Client Portal Software](https://www.g2.com/categories/client-portal) **Average Rating:** 4.6/5.0 **Total Reviews:** 162 ## About EverAfter EverAfter helps companies turn onboarding and post sale programs into a digital experience inside the product. Customers see clear milestones, know what to do next, and move through adoption with visible progress instead of static documents or external tools. AI is deeply embedded to personalize steps, adapt guidance in real time, and help customers reach value faster while continuing to move forward. ## EverAfter Pros & Cons **What users like:** - Users find EverAfter to be **intuitive and easy to use** , greatly enhancing customer onboarding and information access. (63 reviews) - Users value the **extremely responsive support** from the EverAfter team, enhancing their onboarding and customer engagement experience. (36 reviews) - Users value the **customization** options in EverAfter, enhancing customer onboarding and saving valuable time for teams. (32 reviews) - Users appreciate the **intuitive interface** of EverAfter, making navigation seamless and enhancing overall user experience. (26 reviews) - Users value the **exceptional customer support** and intuitive features of EverAfter that enhance communication and efficiency. (25 reviews) - Users value the **customizability** of EverAfter, enabling tailored solutions that enhance collaboration and streamline processes. (25 reviews) - Easy Setup (23 reviews) - Users value the **seamless integrations** of EverAfter, enhancing efficiency and consolidating platforms for a better client experience. (22 reviews) - Users appreciate the **implementation ease** of EverAfter, finding it intuitive and smooth for onboarding and customization. (21 reviews) - Setup Ease (21 reviews) **What users dislike:** - Users express disappointment over the **missing features** such as lack of a desktop version and direct file uploads. (15 reviews) - Users experience **integration issues** with EverAfter, limiting functionality and requiring workarounds for data handling. (13 reviews) - Users find the **complexity in configuration and customization** of EverAfter can be overwhelming and time-consuming. (11 reviews) - Users note a **steep learning curve** for effectively using EverAfter, which can hinder adoption and usability. (7 reviews) - Users face **missing functionality** with EverAfter, requiring workarounds and assistance for backend configurations. (7 reviews) - Poor Reporting (7 reviews) - Time-Consuming (7 reviews) - Users struggle with **navigation issues** , finding the interface unintuitive and features hard to access. (6 reviews) - Slow Loading (6 reviews) - Users report **slow performance** issues with EverAfter, citing delayed loading times and notifications as persistent frustrations. (6 reviews) ## EverAfter Reviews ### 1. This product and organization is unmatched **Rating:** 5.0/5.0 stars **Reviewed by:** Justin J. | Director Of Product Development, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about EverAfter?** It's actually hard to specificy one or two specific things because their product and support are unmatched. We scoured the market to find on-boarding software that could create the right experience for our clients. Nothing compared to EverAfter. **What do you dislike about EverAfter?** Kind of splitting hairs here but some of the features for various widgets are tucked away inside of menus that, for our use-case, would be more helpful if they were easier to access. **What problems is EverAfter solving and how is that benefiting you?** We have a complex and highly customized multi-year subscription product comprised of services, events, and content. While we have a standardized approach that we need to support, we also needed to support customization and augmentation of these events and services. EverAfter gives the ability to easily support both sides of spectrum at scale. ### 2. Good Customer facing interface **Rating:** 4.0/5.0 stars **Reviewed by:** heaven s. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 01, 2024 **What do you like best about EverAfter?** Helpful Customer Support, and a flexible tool that adapts to your unique use-case. We have found it to be a very helpful additional tool for our Customers to use and we were able to easily integrate with it. **What do you dislike about EverAfter?** I find some of the interface to be somewhat unintuitive. Navigating edits and changes to various fields can be diffilcult, depending on what you're trying to do. **What problems is EverAfter solving and how is that benefiting you?** An in-app client portal that assists with the customer journey and support resources ### 3. Great tool to Manage the Complete Customer Journey **Rating:** 4.5/5.0 stars **Reviewed by:** Arturo E. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2024 **What do you like best about EverAfter?** It is very ease to use both for the content created and for the consumer. **What do you dislike about EverAfter?** It is a failry new product so you have to be a bit patient with the features and development, but once you ask, they deliver. **What problems is EverAfter solving and how is that benefiting you?** Standard Onboarding Process, Scaling communication, one single portal for the customer, engage customer ### 4. A hugely extensible tool, with endless potential & a fantastic support infrastructure to go with it **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about EverAfter?** EverAfter is constantly growing and adapting, always adding new ways for us to provide value to our customers. While at first, the CSMs were a little overwhelmed with it (there are a LOT of options, and as admins, we didn't dial back how much they could see, initially), we learned how to limit some of the views/etc, such that the team was no longer overhwhelmed. Implementing the tool has proved pretty straightforward as well. The EverAfter team is always willing to work with us, to find better ways to get it integrated with our various tools, and to ensure that we're able to achieve what we need to with it. **What do you dislike about EverAfter?** I wish there were more reporting options available, including CSM usage data. I imagine in time we'll get there, but it would really help with adoption efforts if we were able to see more trends into usage data. To be clear, I'm refering to the usage of OUR teams. There is the option to see some level of usage/trend data for customers using the product. Additionally, sometimes if more than one person is trying to view a page at the same time, it gets REALLY slow or even freezes up. **What problems is EverAfter solving and how is that benefiting you?** It's helping us increase the volume of customers we can effectively serve. It's helping us to lighten the load on our support team. It's helping us standardize our onboarding efforts, to ensure that all customers are being effectively onboarded. It's also enabling us to implement success planning efforts with customers, to a level that we'd not been able to previously. ### 5. Real-time communication, collaboration and tracking for ALL customer activities **Rating:** 5.0/5.0 stars **Reviewed by:** Blair K. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 20, 2024 **What do you like best about EverAfter?** EverAfter provides us with a live channel for all customer activities. From onboarding to upgrades and BAU tasks, it gives multiple teams a platform to share ideas, ask questions, and track tasks. It saves time and gives us an audit trail of what needs to be done, who needs to do it and where we are on the timeline. By integrating it into our existing internal systems, we can show how licenses are used so both sides understand the value delivered. In addition, it enables vendors and customers to see Support Issues, Training Requirements and future work packages so that both sides are on the same page. Customer feedback has been very positive as it removes the challenges of finding information in multiple communication platforms. It is easy to use and easily configurable for different customer requirements. Support teams have access to more background information and can see engagement levels, which provide guidance on the best resolution options. It is easy to set up and improves the interaction between Supplier and Customer. It enables us to be more reactive when needed and more proactive when driving large initiatives or one-off engagements. It is our go-to Customer Hub. **What do you dislike about EverAfter?** The EverAfter team is very responsive to Support, Training and Feature Request activities. It is a powerful tool so spend time understanding what it can deliver and work with customers to validate what they need as well. **What problems is EverAfter solving and how is that benefiting you?** Single hub for post-sales Customer Management - provides a shared view of issues, to-dos and announcements. It has reduced the requirement for broad outbound communication and enabled us to personalise support activities according to individual customer requirements. ### 6. Amazing All In one Solution to manage your accounts as a CSM **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 26, 2024 **What do you like best about EverAfter?** Ease of use, all customer data available in one place. Great integration with Sales Force **What do you dislike about EverAfter?** Would like more flexibility with column customizations and filters **What problems is EverAfter solving and how is that benefiting you?** Able to see customer usage, keeping track of onboarding tasks, both for internal and customer tasks. Also, integrates with other customer data sources and allows me to have all the data to manage my customers in one place! ### 7. Everafter is the full package! **Rating:** 5.0/5.0 stars **Reviewed by:** Netanel L. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2024 **What do you like best about EverAfter?** At AI21, we power your most critical enterprises workflows with accurate, reliable, and scalable generative AI. Working with enterprises comes with high demands and requires exceptional execution. Regardless of the effort level required, Everafter keeps us on top of our game, minimizing manual work and overall project time. It’s a one stop shop for managing our entire customer portfolio, both internal and external projects. There is no doubt that Everafter has a super helpful, consultative, and responsive team. There is no question unanswered or gap without a solution thanks to the hands-on customer success and support team. **What do you dislike about EverAfter?** We haven’t come across any issues thus far. **What problems is EverAfter solving and how is that benefiting you?** With Everafter, we provide a one-stop solution for everything related to our prospects and customers. It has allowed us to focus on our customers' needs by minimizing manual and repetitive tasks by integrating with our CRM, Gdocs, and email. The ability to establish a customer engagement hub is a game changer for increasing alignment and engagement with our high touch customers. Can't wait to see what else Everafter has for us in the future. ### 8. Better customer outcomes, reduced overhead **Rating:** 5.0/5.0 stars **Reviewed by:** Sam M. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 08, 2024 **What do you like best about EverAfter?** Configuring front-end settings and building kits is straightforward. The EverAfter team is very responsive and supportive. They have done an excellent job of making this feel like a true partnership. **What do you dislike about EverAfter?** Depending on your use case, the EverAfter implementation can be time-consuming. There are many moving parts to our onboarding program which made building this out in EverAfter a pretty big undertaking. I don't recommend going at this implementation alone. Map your use case out on paper before you begin building in EverAfter - this will make building in EverAfter much easier. If you don't, its easy to get lost in the vast number of widgets and options when building your kits. **What problems is EverAfter solving and how is that benefiting you?** 1. Improve outcomes (scores) for customers going through our onboarding program 2. Reduce the number of hours delivering webinars (our old method of delivering onboarding at scaled) by moving point/click setup instructions to self-service via EverAfter. The hours saved have allowed us to offer more 1:1 onboarding calls that are focused on what matters most: helping users adopt. ### 9. A game changer for personalizing the customer experience **Rating:** 5.0/5.0 stars **Reviewed by:** Lindsay C. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 28, 2024 **What do you like best about EverAfter?** EverAfter’s interface is incredibly intuitive, making it easy to navigate. The platform’s design is clean and well-organized and customizable. This provides that all the necessary tools and information are readily accessible to each customer. **What do you dislike about EverAfter?** NA The support team is always very helpful and quick to make any updates or changes **What problems is EverAfter solving and how is that benefiting you?** EverAfter solves the challenges of sharing and understanding customer insights in a centralized, customizable platform. It also offers robust analytics, enabling organizations to make data-driven decisions ### 10. Scaling up Customer Success with EverAfter **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** August 06, 2024 **What do you like best about EverAfter?** The customer interface is so easy to customize to the customer's needs and to share. I also love the Slack integration, with that integration I'm able to know exactly what activities were done on the hub and follow up accordingly. I use EverAfter pretty frequently, at least once a day. It helps me greatly in my reach-out efforts and customer support. **What do you dislike about EverAfter?** The task section on the main dashboard of the user interface, it's ok but could be better. **What problems is EverAfter solving and how is that benefiting you?** EverAfter helps me solve the challenge of contacting a large number of customers by automating and personalizing the content they receive. It tailors messages for each customer, making my communications more relevant and engaging. This saves me a lot of time and effort, as I don't have to manually craft individual messages. With EverAfter, I've noticed an improvement in customer satisfaction and loyalty because they receive content that resonates with them. Overall, it has helped increase engagement and conversion rates for my business. ### 11. Really great product but requires a lot of time investment in order to make the most out of it **Rating:** 3.5/5.0 stars **Reviewed by:** Traci S. | Customer Success Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about EverAfter?** It helps our customers connect with the product in a way we weren't able to do before. We thought about building something like this in our product and finding out we were able to outsource it was amazing. It is easy to use and very versitile. Their team is always available to help us when needed. The best best part - it can be imbedded in your product seamlessly. We tried another tool for a customer hub previously but because it lived outside our product, customers didn't use it. This one solves that problem. **What do you dislike about EverAfter?** It just requires a lot of time to make the most of it and we are a slim organiztion. Ideally I would have a team member dedicated to this but instead I have it as a task on an already busy team member so it is taking us a lot of time to get it fully up and running. It depends what you want to do with it - our use case is complex. If you have a simpler use case, this might not be an issue. **What problems is EverAfter solving and how is that benefiting you?** Our product is very complex and we are using it to outline the different workflows and steps that can be taken to achieve ideal use. We are also using it for onboarding as well as genearl customer communication (storing meetings, files, etc). ### 12. Great tool to engage customers and scale / automate steps in the Customer Journey **Rating:** 4.5/5.0 stars **Reviewed by:** Arturo E. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 25, 2024 **What do you like best about EverAfter?** Easy UI/UX to customize the communication and information to customers **What do you dislike about EverAfter?** Communications sent to customers triggered by different actions in the customer account are not clear stated and it can lead to unwanted communication to the customers. **What problems is EverAfter solving and how is that benefiting you?** Onboarding Steps, automations, customer knowledgebase and one stop web for all, updates about Events, Products, etc... Follow-Up of Customer required steps like training or reviewing documentation ### 13. Easy to use with phenomenal support **Rating:** 5.0/5.0 stars **Reviewed by:** Lynn G. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2024 **What do you like best about EverAfter?** It was very easy to setup and launch EverAfter. We can iterate on the setup by building new kits and widgets that can be fully tested prior to pushing the view live to our partners. The support we received during implementation and migration onto EverAfter was phenomenal. Shachar asked great questions and has a good understanding of how we are using EverAfter with our partners. He provided suggestions on how to effectively setup EverAfter so that our partners have the best experience. Their development team is agile and always listening for new features that would help make EverAfter a better product for us and our partners. I love that we can serve up specialized content to our partners based on the information that we have within Salesforce. This is making my job of managing content for our partners much easier. **What do you dislike about EverAfter?** I had some challenges chasing down data and determining how best to integrate EverAfter with the Salesforce data. I am not a Salesforce expert, so I wasn't always able to figure things out on my own. I needed to bring others into the conversation to get an understanding of where the data is and how it is formatted. This really isn't an issue with EverAfter, it is more of an internal issue of our data hygiene and how Salesforce data is setup within our organization. **What problems is EverAfter solving and how is that benefiting you?** EverAfter is our Partner Portal which helps to connect all the information and systems that are used by our partners within one platform. EverAfter is a one stop shop for our partners which provides them with lead pipeline, training, referrals and more. ### 14. Delivering better customer outcomes at scale **Rating:** 5.0/5.0 stars **Reviewed by:** Joseph L. | Vice President of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** February 01, 2024 **What do you like best about EverAfter?** It's helped our whole CS department deliver a better experience to customers from right inside of our application We can more easily establish joint accountability during each phase of the customer lifecycle by spelling out checklists of who owns different tasks to make customers successful Previously, we had a ton of customer offerings (trainings, office hours, webinars, etc.), but they mostly lived on our marketing website, where a customer may not go. Now, we advertise all those offerings, support center, and resources right inside of the portal in our application It's easy to get started with a simple pilot kit and then iterate, so time to value is almost immediately EverAfter provides the ability to create kit templates, but still the functionality for the CSM or Implementation Specialist to modify a particular customer's kit to make it work for them EverAfter support is top notch! They keep releasing new features and updating EverAfter with more and more functionality With the focus on efficiency in the SaaS space, EverAfter has been a game changer for us! **What do you dislike about EverAfter?** We needed some help from their support and our Development Team to bring in customer usage data from Snowflake for our dashboards, but after a quick call, we were up-and-running with it. For everything else, there's no need to really involve your IT! **What problems is EverAfter solving and how is that benefiting you?** We are several orders of magnitude more efficient while making things better for our customers! We can look at much more detailed reports about our processes too and process improvement work and iteration is much faster! ### 15. Elevated our customer onboarding experience **Rating:** 4.5/5.0 stars **Reviewed by:** Tricia J. | Manager, Implementation and Services Team, Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2024 **What do you like best about EverAfter?** Quick to get up and running with an initial portal to share with customers Simplfied our onboarding process by sharing key milestones and tasks with customers Flexibility of the modules Ability to embed EverAfter in our tool Amazing customer support who are quick to answer questions **What do you dislike about EverAfter?** Need development support to pull data points for creating charts and tables, but once the data points are being pulled in then can manipulate the views without much difficulty **What problems is EverAfter solving and how is that benefiting you?** Originally we purchased EverAfter to help simplify the customer onboarding process for our software. We wanted a tool that could be used across our customer base but still allow for flexibility to make changes based on a specific customer needs. It gave us the ability to share key milestones, tasks to complete onboarding, a place to quickly chat with members of our team, and an easy place to share resources and events. After rolling it out for onboarding new customers, we are now expanding to be a success portal for all customers and all users of the tool. We are creating different modules for the point in customer lifecycle and the user type which allows us to appeal to all users. ### 16. Easy to set up, and makes coordinating with our clients a breeze **Rating:** 5.0/5.0 stars **Reviewed by:** Emily L M. | Member, Mid-Market (51-1000 emp.) **Reviewed Date:** February 07, 2024 **What do you like best about EverAfter?** We spent a long time jumping between different platforms when onboarding clients, but now, information, communication, resources and ongoing support is all provided via EverAfter. The onboarding support we recevied was faultless, and guidance has been there whenever needed. We've also integrated a few additional tools we use, such as Sharepoint and ZenDesk to make the experience seemless for the client, regardless of their project status. **What do you dislike about EverAfter?** So far, none that spring to mind. Sometimes the integration of certain tools is a bit tricky for the non-developers amoung us, but the support EverAfter provide is quick and effective so it's never been an issue. **What problems is EverAfter solving and how is that benefiting you?** EverAfter solved the disjointed nature of our customer success processes. We went from having a journey that felt messy and unorganised, to a journey that is considered, and appropriate at every step of the flow. ### 17. Easy to Use **Rating:** 4.5/5.0 stars **Reviewed by:** Hannah C. | Customer Onboarding Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 27, 2024 **What do you like best about EverAfter?** It's fairly intuitive and easy to use! Very helpful for customer onboarding. **What do you dislike about EverAfter?** Difficult to drive adoption internally; push back from team on adopting a new platform. **What problems is EverAfter solving and how is that benefiting you?** Providing a central onboarding hub for new clients and existing customers. ### 18. Revolutionary Customer Journey Platform **Rating:** 5.0/5.0 stars **Reviewed by:** Tom F. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 05, 2024 **What do you like best about EverAfter?** The team at Everafter is super helpful, consultative, and responsive. I've been really impressed with how hands-on the team has been in helping us to set up to launch Everafter to our customers. For example, I had a login challenge (a one-off), I contacted them through Intercom and to my surprise, Noa, their CEO responded and I had a resolution in 5 minutes. Another positive about Everafter is the modular nature of building kits, with some training, it's fairly easy to configure. We're excited to test Everafter for various use cases and if things continue to go well, it could be a game changer for the pre and post-sales experience for our higher-touch customers and partners. **What do you dislike about EverAfter?** We're still early in our onboarding/launch phase to customers and I can't find anything negative to flag. **What problems is EverAfter solving and how is that benefiting you?** Improve our customer onboarding for our higher touch and scaled customers. Helping us to guide customers to quick time to value whilst reducing the need for repetitive 1-2-1 training. This will improve team efficiency. Other use cases under consideration for the future. ### 19. EverAfter is a unique solution to help us drive great outcomes **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about EverAfter?** EverAfter has a powerful design that allows us to leverage data from existing systems (e.g. SFDC, Snowflake, etc.) to build dynamic and highly specialized interfaces for customers. It's quick to setup and easy to iterate on and maintain. We've been very impressed at the range of use cases that can be enabled for every segment of our customer base. The EverAfter team is incredibly responsive and helpful - they're great partners. **What do you dislike about EverAfter?** Very little to say here. One small thing is that we'd like to see the integration with Lookr to be expanded to allow for more complex use cases. **What problems is EverAfter solving and how is that benefiting you?** We are using EverAfter to streamline the onboarding experience by creating a centralized location to track tasks to complete setup of our product, train end users, and help admins and users understand what resources are available to them. We're also using it to drive scaled digital customer journeys to help customers stay adopted and expand their use of our product. ### 20. A tool every Implementation team should have! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** February 16, 2024 **What do you like best about EverAfter?** EverAfter allows me to manage all my clients in one place. This hub creates a seamless onboarding experience and enables efficiencies and visibility our team lacked before having EverAfter. The ability to create a hub for our clients where they can access, share, schedule, and learn from one place organizes our high touch interactions and requirements in a way that makes it more accessible and digestible for our end users. I don't know where our team would be if we didn't have everafter today! **What do you dislike about EverAfter?** I think there's a bit of a learning curve of creating different widgets, modules, kits, etc. that is sometimes difficult to see how changes to one view would impact others. Though it's not super intuitive, their help documentation and responsive support team makes up for this and allows for clarity as we're fine-tuning our processes and views. **What problems is EverAfter solving and how is that benefiting you?** EverAfter has become a one stop shop for everything our clients will need during their onboarding and throughout their customer journey. Creating this hub for our clients has allowed us to point clients to this and minimize the amount of back and forth communications we have with clients, the amount of repeated work/questions we get as well as cater the views and orientations to show exactly what each end user needs. Before we had resources and announcements and meeting scheduling in a bunch of different places, but now it's all here and allows me to focus more on my clients needs and desired outcomes. ### 21. Have never used a tool like it before :) **Rating:** 5.0/5.0 stars **Reviewed by:** pedro r. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** April 29, 2024 **What do you like best about EverAfter?** It allows us the tools to help our customers in the most affective way possible. Our goal is to ensure our customer's onboarding and adoption is seamless and EverAfter allows that. **What do you dislike about EverAfter?** Sometimes the interface is redunant but all around a great tool. **What problems is EverAfter solving and how is that benefiting you?** Customer onboarding status and tracking. ### 22. Everafter helped us evolve from Sheets to an onboarding **Rating:** 4.0/5.0 stars **Reviewed by:** Theja T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 20, 2024 **What do you like best about EverAfter?** - quick and intuitive - easy to stand up - great support with best practices during onboarding - easily integrated with Salesforce **What do you dislike about EverAfter?** - a bit inflexible once you build out your onboarding flow / kits, though that may be an issue quickly resolved by building out optionality **What problems is EverAfter solving and how is that benefiting you?** - onboarding automation - onboarding progress tracking ### 23. Excellent Support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** October 31, 2024 **What do you like best about EverAfter?** EverAfter has helped to streamline and automate our onboarding process and has provided excellent technical support. **What do you dislike about EverAfter?** This is not neccissarily a negative but there is a learning curve to understand how to effectively use the software. **What problems is EverAfter solving and how is that benefiting you?** EverAfter is solving the problem of having a disjointed customer jouirney/onboarding experience. ### 24. Eases and Streamlines our Onboarding process **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Real Estate | Small-Business (50 or fewer emp.) **Reviewed Date:** May 03, 2024 **What do you like best about EverAfter?** It has helped our team to be more efficient, the notifications and comments feature is very effective and the progress view helps a lot when it comes to track our onboarding customers. The ease of integration is very good, also the usage learning curve is really friendly for everyone. We use it everyday. **What do you dislike about EverAfter?** The site takes too long to load and sometimes the notifications for new messages and content take time to trigger. Other than that I don't find any issues. **What problems is EverAfter solving and how is that benefiting you?** Streamlines our Onboarding Roadmaps and keeps everyone involved in the onboarding process up to date in all progress ### 25. EverAfter is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Danny C. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 04, 2024 **What do you like best about EverAfter?** EverAfter provides our customers with one hub for all of their Onboarding needs. Everafter has allowed our Consultants to move away from troubleshooting and implementing the technical requirements and toward having deep strategic conversations with our customers that drive adoption and improve stickiness. **What do you dislike about EverAfter?** I have not experienced any real downsides to speak of to date. **What problems is EverAfter solving and how is that benefiting you?** Everafter is helping us provide a higher level of implementation consultancy in our velocity market. This will help drive customer adoption and improve stickiness in this segment of customers ### 26. Great project management tool! **Rating:** 4.0/5.0 stars **Reviewed by:** Filipe B. | Training & Implementation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about EverAfter?** The tool can be built to whatever requirements you're looking for on your project. There are a lot of automations that can be configured which is great. There also seem to be a lot of updates coming in the future, which shows EverAfter is continually evolving the platform. **What do you dislike about EverAfter?** It can get quite complicated to set up initially, but some people may see that as a pro due to all of the different options you have available. **What problems is EverAfter solving and how is that benefiting you?** EverAfter allows us to provide tools to customers that are much more engaging and interactive. ### 27. Intuitive Low touch solution to enance your customer journey **Rating:** 4.0/5.0 stars **Reviewed by:** Luke B. | Revenue Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** May 17, 2024 **What do you like best about EverAfter?** Easy to learn. no code. Like building a powerpoint slide but with WAY more funtionality **What do you dislike about EverAfter?** There is some level of technical skill needed, but overall very simple to learn **What problems is EverAfter solving and how is that benefiting you?** Shared space for mutual success plans between Customer Sucess and our Customers ### 28. The easiest way to overhaul our customer processes and strengthen relationships! **Rating:** 4.5/5.0 stars **Reviewed by:** Nicole F. | Mid-Market (51-1000 emp.) **Reviewed Date:** December 19, 2023 **What do you like best about EverAfter?** Love the task widgets to get our customers implementing our platform quickly and keep them on track! The milestones widget has helped us demonstrate our customer journey and recognise their achievements on our platform. The discussions widget has MASSIVELY cut down on emails and made us so much more efficient! We couldn't operate without EverAfter now. The EverAfter support team is also lightning quick with responses and Uri guided us through everything from the beginning :) **What do you dislike about EverAfter?** There's a few (minor) things that can feel a little clunky at times until you figure out how they work **What problems is EverAfter solving and how is that benefiting you?** Fixing an unstructured implementation process Relationship building Managing customer projects Efficiency Keeping customers accountable Demonstrating customer value ### 29. Manage POCs better **Rating:** 5.0/5.0 stars **Reviewed by:** Chuck M. | Senior Sales Engineer, Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about EverAfter?** EverAfter provides a great user experience as the first impression prospects get with our company. Expectations are easily laid out with pre-reqs and all file downloads available. Easy integration with Salesforce to easily automate common use cases. **What do you dislike about EverAfter?** Haven't had any issues. Like the UI, integrations and overall experience. **What problems is EverAfter solving and how is that benefiting you?** Keeps all the prospect information in one spot. No need to review email chains looking for information. If we provided it to the customer, it's in EverAfter. ### 30. Great onboarding tool **Rating:** 5.0/5.0 stars **Reviewed by:** Andrey T. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about EverAfter?** very user friendly. Great gives us tons of insights **What do you dislike about EverAfter?** Nothing so far. We will likely be adding this to our app **What problems is EverAfter solving and how is that benefiting you?** Central repo for onboarding and hosting customer hub ### 31. Best Project Management Tool **Rating:** 5.0/5.0 stars **Reviewed by:** Subhash M. | Implementation Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about EverAfter?** It's UI, Insight and tracking mechanism. **What do you dislike about EverAfter?** Support function is bit slow for the response. **What problems is EverAfter solving and how is that benefiting you?** Tracking and view for Management. ### 32. Seemless and fun ! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Financial Services | Mid-Market (51-1000 emp.) **Reviewed Date:** August 05, 2024 **What do you like best about EverAfter?** The flexibility and power of how it help us engage with our customer ! Lot of possibility to create amazing customer portal ! **What do you dislike about EverAfter?** Security data access need to be resolved ! **What problems is EverAfter solving and how is that benefiting you?** One place for all topics I manage with my customer ### 33. Streamlining Task Management and Enhancing Customer Engagement **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about EverAfter?** I truly appreciate EverAfter's capability to tailor customers' onboarding journey, fostering a seamless, engaging, objective, and streamlined process. **What do you dislike about EverAfter?** The platform experiences some lagging issues, which I've observed on my end and have also received feedback about from several customers. **What problems is EverAfter solving and how is that benefiting you?** Eliminates the need for lengthy follow-up emails post-calls with customers, as all materials and 'homework' are already accessible on the platform. This streamlines the process for both myself and the customer, allowing us to stay focused on the next tasks and steps required to complete their onboarding. ### 34. Amazing tool to make business life easier **Rating:** 4.5/5.0 stars **Reviewed by:** Tayná B. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about EverAfter?** The possibility to customize everything I need. **What do you dislike about EverAfter?** Sometimes get a bit slow, but nothing that bothers me a lot. **What problems is EverAfter solving and how is that benefiting you?** Putting together all the material my client needs to have to have a better onboarding, with links, reminders and so on. ### 35. Excellent platform that allows us to collaborate **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** February 16, 2024 **What do you like best about EverAfter?** I love the versatility of the platform. Being able to have widgets tailored to our client's needs has been a huge success when collaborating with customers. A feature that I didn't know I needed is the timeline and analytics. Being able to see when clients are logging on and completing tasks has helped me think proactively about how I can boost engagement. EverAfter is easy to use and very intuitive. **What do you dislike about EverAfter?** Nothing that I can think of, the platform does exactly what we need it to do and beyond. **What problems is EverAfter solving and how is that benefiting you?** A central location to track and collaborate with custimer ### 36. My EverAfter Experience **Rating:** 3.5/5.0 stars **Reviewed by:** Michael F. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 30, 2023 **What do you like best about EverAfter?** The EverAfter application is really customizable to how you want to use the application. We really love how we can adapt EverAfter for all aspects of our business, from CS to implementation, EverAfter has helped us make our customers happy. The support team is also very responsive and is always open for feedback and product suggestions. **What do you dislike about EverAfter?** Not many items to dislike about EverAfter. It is easy to pick up and learn, but learning to build the environment to what is best for your team takes trial and error. I hope the team is working on improving the analytics feature as this will continue to help our team to identify barriers and ways to improve our processes. **What problems is EverAfter solving and how is that benefiting you?** EverAfter has helped us create an outfacing portal to interact with our customers during the implementation process. This has increased the transparency and customer understanding of our implementation process which has allowed us to bring our customers live faster. ### 37. EverAfter is such a powerful organization tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Roxy S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 17, 2023 **What do you like best about EverAfter?** The customization ability is fantastic. Our team thinks of something that will help us be efficient and the EverAfter team has already built out a solution. They have already done all the hard work for us, then they assist with implementation **What do you dislike about EverAfter?** Not being able to directly upload files into our platform is a little disappointing, but using a shared drive still gives us the access we need. I would love to see an integration that would allow file uploads to go directly into the platform. **What problems is EverAfter solving and how is that benefiting you?** EverAfter is streamlining our current onboarding process and providing the exact visibility into the timeline that we were missing. Our partners are do not require as much hand holding as before. ### 38. Everafter is super helpful **Rating:** 5.0/5.0 stars **Reviewed by:** Amit C. | Small-Business (50 or fewer emp.) **Reviewed Date:** February 26, 2024 **What do you like best about EverAfter?** Everafter has demonstrated remarkable advantages, proving to be immensely helpful for my users as they build their Guesty dashboards. **What do you dislike about EverAfter?** The connection with Salesforce doesn't happen instantly. **What problems is EverAfter solving and how is that benefiting you?** By using it, I can guide my users in creating an impeccable Guesty dashboard. ### 39. Exceptional customer hub platform **Rating:** 4.0/5.0 stars **Reviewed by:** David G. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 09, 2023 **What do you like best about EverAfter?** I love the meeting widget that allows me to keep notes of meetings in one singular location. In future calls with the same client, I am able to check back on my notes instantly and rememember what we spoke about **What do you dislike about EverAfter?** I would like the Accounts page to be editable on the page itself rather than to drill down into an account individually to edit details **What problems is EverAfter solving and how is that benefiting you?** EverAfter is helping businesses consolidate and organize customer information, interactions, and engagement data in one centralized platform. This streamlines communication and allows for a more personalized and targeted approach when interacting with our customers. ### 40. Great tool for success with your clients **Rating:** 4.5/5.0 stars **Reviewed by:** Omer L. | Csm & Client Enablement, Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about EverAfter?** I have been using EverAfter for the past year and it has been a game-changer for my clients and me. the platform has all the capabilities in one place, making it extremely easy for us, the CSMs, to manage our relationships and ongoing tasks with our clients. The Success Hub is a powerful tool that enables us to manage the tasks across the different internal teams and share the knowledge and milestones with the client so that they can have complete visibility. The EverAfter team has been a great support to us, with quick responses and willingness to help us with any issue or product request we wish to have. In conclusion, I highly recommend EverAfter to any business looking to improve its client relationship and team efficiency. **What do you dislike about EverAfter?** Some features are basic and missing advanced capabilities. **What problems is EverAfter solving and how is that benefiting you?** The Sucess hub's capabilities have allowed us to efficiently coordinate tasks among various teams internally and effectively communicate projects, tasks, open items, meeting summaries, and milestones to share in one place with the client. ### 41. Using EverAfter makes communicating with customers and staying organized so much more efficient! **Rating:** 5.0/5.0 stars **Reviewed by:** Yuval C. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 14, 2023 **What do you like best about EverAfter?** EverAfter allows me to provide customers with a transparent and collaborative workflow. The hub encourages users to stay engaged and accountable throughout the enablement period. **What do you dislike about EverAfter?** EverAfter is always willing to collaborate and hear feedback. I beleive that anything that needs improvement is currently being worked on **What problems is EverAfter solving and how is that benefiting you?** Primarily, it is giving customers and the onboarding team a shared space to collaborate, track projects, and manage expectations. ### 42. Great software!! **Rating:** 5.0/5.0 stars **Reviewed by:** Timothy H. **Reviewed Date:** March 08, 2023 ### 43. A Hub for all **Rating:** 5.0/5.0 stars **Reviewed by:** Therese B. | Onboarding Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 31, 2023 **What do you like best about EverAfter?** Upsides: 1. Beautiful, customizable hub. Also, excellent UI/UX for all users (beats using a project management tool to collaborate with external clients) 2. Can embed alot of things so it makes all our resources and information easily accessible to our clients **What do you dislike about EverAfter?** There may be a steep learning curve when it comes to building and maximizing all of it's features. I would also like to have more integrations with other apps so that we can fully optimize our workflow. **What problems is EverAfter solving and how is that benefiting you?** Makes it possible to have our hub without the time-consuming and expensive process of making our own website. It also helps us collaborate with our clients and keep them updated on their program status. It saves us time since we do not have to constantly email the clients and have multiple back and forths since they can check the hub, and all the updates are there. ### 44. Overall it's a good addition to CSM stack especially for scaled processes **Rating:** 4.0/5.0 stars **Reviewed by:** Tanya V. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2023 **What do you like best about EverAfter?** - Quick replies, a matter of minutes, a few channels of communication - Flexible set-up - Ability to construct using pre-existing widgets - Easy to start using, no heavy onboarding needed - Nice service **What do you dislike about EverAfter?** Quite a lot of limitations at this stage, like you can't copy past pictures/screenshots, which would significantly help make tasks for clients quicker and easier, instead you have to attach it, or you can attach only one picture and so on Analytics - a typical case is that we want to understand how something we changed affected user engagegement - at the moment, we can't do that **What problems is EverAfter solving and how is that benefiting you?** Single resource for customers to learn how to use our product and know who to contact in case they have questions, notifying the customers about changes, scaling process for mid-market ### 45. The Customer Success Team's best friend **Rating:** 5.0/5.0 stars **Reviewed by:** Clark Martin C. | Technical Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** January 23, 2023 **What do you like best about EverAfter?** EverAfter provides the perfect medium and dashboard for customer success and their client. The flexibility and granularity of options you can provide your client are like having an interactive personalized social media dashboard. **What do you dislike about EverAfter?** Since I am not the full administrator of the platform, I cannot say what works and what doesn't as I don't have full access to it. With what I do have, I still have plenty of options to work with and at this time it is more than enough. **What problems is EverAfter solving and how is that benefiting you?** EverAfter is bridging the gap of multiple portals to understand clients' product journeys in a single customer portal. This allows better communication and understanding of clients throughout their subscriptions and can potentially retain customers in the long run through the visibility provided by EverAfter. ### 46. A great collaborative solution to improve the way we work with our customers **Rating:** 5.0/5.0 stars **Reviewed by:** Lawrence P. | Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 15, 2023 **What do you like best about EverAfter?** The integrations really help to centralise and connect everything in one place - being able to show Zendesk tickets in EverAfter and receive Slack notifications when a customer viewed their account is really useful The UI is clean and very user friendly Support are very quick to respond to questions/issues **What do you dislike about EverAfter?** It would be great to be able to create dependencies between tasks - you can layout the steps between tasks but ideally a customer wouldn't be able to tick certain tasks off before moving onto the next **What problems is EverAfter solving and how is that benefiting you?** We needed a collaborative solution that holds our customers accountable to their own tasks during onboarding. We also use it to work more strategically with existing customers, alligning on their goals and then documenting progress. It's also a great place to centralise ongoing actions with any existing support tickets. We use EverAfter on our weekly customer calls to make sure everyone is alligned on what needs to get done and who is currently responsible for each action ### 47. Great all in one solution for customer engagement **Rating:** 5.0/5.0 stars **Reviewed by:** Shoshana F. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about EverAfter?** EverAfter is incredibly helpful for localizing all messages to our customers and ensuring that all of our customers have one location for all of our company updates and information. It allows our CSMs to speak 1:1 with clients regarding To-Do items or updates while also being a one to many solution for information that needs to be shared to a wider audience. **What do you dislike about EverAfter?** Right now we are using EverAfter with each of our regions, nothing to report here **What problems is EverAfter solving and how is that benefiting you?** Enabling us to speak to all of our customers in a more efficient and effective manner while also being one portal for all of their needs ### 48. You need EverAfter if you are in B2B **Rating:** 5.0/5.0 stars **Reviewed by:** Yoni A. | Mid-Market (51-1000 emp.) **Reviewed Date:** February 08, 2023 **What do you like best about EverAfter?** With EverAfter, our customer journey has become streamlined, highly personalized, and scalable. Our team is now able to concentrate on more strategic conversations, thanks to its implementation. **What do you dislike about EverAfter?** There's nothing that I dislike about EverAfter - the team is great and the product as well! **What problems is EverAfter solving and how is that benefiting you?** EverAfter has been a key tool in managing our enterprise accounts. The platform pulls data from our BI, support and CRM tools to create an actionable, one source of truth portal. This has not only made our customers accountable, but has also improved our overall customer interactions. Highly recommend for businesses looking to enhance their customer support. ### 49. building customized clients experience through EverAfter **Rating:** 4.0/5.0 stars **Reviewed by:** Bogdan Z. | CSM TL, Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2023 **What do you like best about EverAfter?** this tool is dedicated to building a personal client portal, which can help in communication with clients, by sharing material and providing a personal experience. Can be super helpful in case you need to scale client's communication **What do you dislike about EverAfter?** as this is the custom portal solution, usually needs a lot of customization per each company request. Everafter doing a lot of updates and improvements, but still from time to time face limitation when trying to think out of the box **What problems is EverAfter solving and how is that benefiting you?** - helping to build customer experiences - helping to share information with clients, to do custom onboarding - helping in case you need to scale solution on many clients ### 50. Great Experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Cydney S. | Mid-Market (51-1000 emp.) **Reviewed Date:** July 17, 2023 **What do you like best about EverAfter?** I love that it helps us internally stay on track but also our partners. We can build it out to do almost anything that we can think of! **What do you dislike about EverAfter?** Some of the things that I THINK it should be able to do, aren't available yet but they are coming! **What problems is EverAfter solving and how is that benefiting you?** Visability for partners. Less questions/emails about what to do next. ## EverAfter Discussions - [What is EverAfter used for?](https://www.g2.com/discussions/what-is-everafter-used-for) - [View EverAfter pricing details and edition comparison](https://www.g2.com/products/everafter/reviews?page=2§ion=pricing&secure%5Bexpires_at%5D=2026-07-23+06%3A23%3A51+-0500&secure%5Bsession_id%5D=8d324a08-ad58-486f-b366-a8dee5d1479e&secure%5Btoken%5D=33db6aa1a4803293588e7dd4517bc465d3b69dcffecf0a942ca90bce6e465e93&format=llm_user) ## EverAfter Integrations - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/reviews) - [Freshdesk](https://www.g2.com/products/freshdesk/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Optimove](https://www.g2.com/products/optimove/reviews) - [Salesforce Headless 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) ## EverAfter Features **Content** - Document Collaboration - Versioning - E-Signature - File Request - Feedback **Onboarding Setup** - Workflows - Templates - Checklists **Platform** - Health Score - Customer Profiles - Notifications **Collaboration** - Billing and Invoicing - Instant Messaging - Project Management - Analytics - Time Tracking - Mobile Application **Project Tracking** - Monitoring - Resources - Content - Tasks - Optimization **Predictions** - Service Quality Assurance - Analytics - Revenue Impact - Artificial Intelligence - Sentiment - Retention **Customer Engagement** - Portal - Engagement - Branding - Visibility - Collaboration **Generative AI** - AI Text Generation - AI Text Summarization ## Top EverAfter Alternatives - [Planhat](https://www.g2.com/products/planhat/reviews) - 4.5/5.0 (939 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,591 reviews) - [Gainsight Customer Success](https://www.g2.com/products/gainsight-customer-success/reviews) - 4.5/5.0 (1,716 reviews)