--- 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: '2026-06-30' 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 support. (63 reviews) - Users praise EverAfter's **exceptional customer support** , noting their responsiveness and dedication in enhancing the onboarding experience. (36 reviews) - Users love the **customization** options in EverAfter, enhancing customer onboarding and engagement effectively. (32 reviews) - Users love EverAfter for its **intuitive interface** , simplifying navigation and enhancing customer engagement significantly. (26 reviews) - Users commend the **responsive customer support** from EverAfter, enhancing the overall experience for managing client relationships. (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 **missing features** like a desktop version and direct file upload capabilities. (15 reviews) - Users express frustration over **integration issues** with EverAfter, limiting functionality and file upload capabilities. (13 reviews) - Users find the **complexity in configuration and content structuring** can be overwhelming and time-consuming. (11 reviews) - Users note a **steep learning curve** with EverAfter, making adoption and usability challenging for some team members. (7 reviews) - Users experience **missing functionality** with EverAfter, requiring workarounds and assistance for various 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. Great tool providing great support! **Rating:** 4.5/5.0 stars **Reviewed by:** Asya S. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** February 23, 2023 **What do you like best about EverAfter?** EverAfter definitely improved my day-to-day work when it comes to communicating with my clients, sharing important updates with them as well as keeping them engaged. **What do you dislike about EverAfter?** The list of available features and potential use cases is extensive so you need to make sure you are using the right ones for your desired outcomes! Luckily, EverAfter CSMs are there to help you make the right decisions. **What problems is EverAfter solving and how is that benefiting you?** One-to-many actions; having a repository of useful learning materials, updates, as well as meeting recordings that clients can go back to at any time. ### 2. Head of Customer Success **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospitality | Small-Business (50 or fewer emp.) **Reviewed Date:** July 18, 2023 **What do you like best about EverAfter?** Creating visibility between internal teams and customers with status, to-do's and who owns which steps is invaluable for the experience and creating efficiencies. **What do you dislike about EverAfter?** Nothing not realized- just working through operational effeciencies with communication channels **What problems is EverAfter solving and how is that benefiting you?** Creating better visibility for customers and internal teams reducing our time to manually give status updates. ### 3. EverAfter enables us to scale our business **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** January 24, 2023 **What do you like best about EverAfter?** Client has a one-stop shop for all they need to onboard AppsFlyer. They also have a centralized workspace to view all they need in AppsFlyer, contact information, meeting recordings, self-learning materials, webinars. The EverAfter team is exceptional, very knowledgeable, responsive and easy to work with. **What do you dislike about EverAfter?** The analytic dashboard is a bit hard to digest. Our team built internal looker which have the reporting we need more easily available. Adding permission control for agencies; e.g. Agency should be able to log in The Hub and only see meetings that they joined and tickets that they submitted or cc'ed **What problems is EverAfter solving and how is that benefiting you?** Help AppsFlyer grow scalably with the mid-tier clients. Clients onboarded using The Hub are more likely look for help in The Hub than reach out to the CSM which saves our resource bandwidth. ### 4. An easy and effective system, with fantastic customer support. **Rating:** 4.5/5.0 stars **Reviewed by:** Olivia T. | Senior Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 16, 2022 **What do you like best about EverAfter?** The system is highly intuitive and easy to use. There is a great deal of flexibility, which allows us to share information with our clients at a click of a button. The support we've had from Everafter has been exceptional. **What do you dislike about EverAfter?** There is nothing we dislike about the system. Where we have found something that causes an issue, our Account Manager Uri has shown us how we can best utilise the system. **What problems is EverAfter solving and how is that benefiting you?** EverAfter allows us to easily share information with our clients, in a way that is much more visual and efficient than our previous system. It is also much easier from a management perspective, so it is already saving us time on a weekly basis, and there are many new features which will support this. ### 5. Taking the customer journey seriously **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** May 17, 2022 **What do you like best about EverAfter?** I love EverAfter's attention to detail, their responsiveness to questions and feature requests, the development team works amazingly fast which is great for fast-moving customers such as us. The CSM assists us with any issue, however minor it is and gives invaluable tips. The integration with SalesForce is very good and allows sharing information with other teams (Sales, Marketing) seamlessly and painlessly, saving the CSMs time and hassle. **What do you dislike about EverAfter?** The EverAfter "jargon" is sometimes confusing, and often enough, too many workarounds and manual labor are needed to get things done. Still, at this stage, it's a fantastic product that keeps evolving astoundingly. **What problems is EverAfter solving and how is that benefiting you?** We use EverAfter's platform to streamline customer onboarding, standardize the integration process and increase customer engagement and retention. In addition, we use it to share information and meeting summaries with different teams directly from the platform, so there is less friction. ### 6. Great platform to communicate with our clients **Rating:** 4.5/5.0 stars **Reviewed by:** Ahinoam M. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about EverAfter?** The platform allows us to communicate with our clients in an efficient way, and have all the meeting summaries, recordings and helpful resources in one place. In addition, the platform's user interface is intuitive and easy to navigate. **What do you dislike about EverAfter?** It is not possible to copy and paste images/screenshots in the meeting summaries. **What problems is EverAfter solving and how is that benefiting you?** Having all the communication with our clients in one place. We can define mutual milestones with our clients and track them in EA, in addition to creating a mutual 'to-do list', and having the meeting summaries, helpful resources, etc in a way that is visible to our clients. ### 7. Great Idea, Powerful. It is what you make of it **Rating:** 3.5/5.0 stars **Reviewed by:** Tom S. | Technical Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about EverAfter?** Everything in one place Quick reference when interacting with the customer Easy path to information for the customer **What do you dislike about EverAfter?** Majority of customers do not come back to the portal after it's introduction. The customers dont seem to feel the value after onboarding **What problems is EverAfter solving and how is that benefiting you?** "All in one place" presentation when preparing for a call with a customer. ### 8. Fantastic customer facing portal to allocate all your communication with your customers in one place **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** December 19, 2022 **What do you like best about EverAfter?** A great tool for managing the onboarding process with new clients, it allows the client to glide smoothly into the service and get all the documentation he needs. I enjoy the product consultant who is always attentive and willing to help, listens to my needs, is very communicative, and does his best to provide solutions **What do you dislike about EverAfter?** The reporting needs improvement, but the Ever after team proposed a creative, customized solution we are examining now **What problems is EverAfter solving and how is that benefiting you?** Allocate all our communication with your customers in one place, a great tool to trace customer journey status communicate with customers and provide them with the knowledge base ### 9. EverAfter is a great tool to help us scale the CSM workload. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 17, 2023 **What do you like best about EverAfter?** I like that changes made to specific kits can be applied across multiple accounts. As we grow our customer base, this has proven to be a great way to scale our operations. **What do you dislike about EverAfter?** I would love it if EverAfter were more customizable. From a seamless brand perspective, I would like to better align EverAfter with the product I'm working on. Items like branding color palette, layout, and more widget personalization would be very beneficial for my team as we look to expand our use of EverAfter. **What problems is EverAfter solving and how is that benefiting you?** It's given us a place to house all resources that aid in our customer journey and cut down on some of the administrative burdens CSMs might have. EverAfter helps our customers have a central location of resources and tools to help them best navigate and continue their journey with our product. ### 10. Everafter Review **Rating:** 4.0/5.0 stars **Reviewed by:** Theresia T. | Small-Business (50 or fewer emp.) **Reviewed Date:** March 06, 2023 **What do you like best about EverAfter?** It's formatted so it's more encouraging to our user to read our KB or information. Moreover when our clients is not necessary like to read :) **What do you dislike about EverAfter?** Not all of the widget is integrated with salesforce, it would be amazing if it is. **What problems is EverAfter solving and how is that benefiting you?** One-to-many client management solutions ### 11. EA is a great tool to communicate with clients **Rating:** 4.5/5.0 stars **Reviewed by:** Lior Z. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 02, 2023 **What do you like best about EverAfter?** The tool is excellent for communicating with clients in a single place, from trainings to objectives to even comments **What do you dislike about EverAfter?** The only problem I see with EA is that it doesn't look good when trying to paste from a Microsoft Office application. **What problems is EverAfter solving and how is that benefiting you?** One single source of truth. ### 12. Impressive tool **Rating:** 4.0/5.0 stars **Reviewed by:** Roy s. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about EverAfter?** Very organized. Adding new features all the time. visibility to customers. **What do you dislike about EverAfter?** Maybe that a customer needs to log in to another portal - think of maybe integrate within products. **What problems is EverAfter solving and how is that benefiting you?** mainly visiability to customers. where we at in the onboarding and adoption phase. ### 13. Great for onboarding **Rating:** 3.5/5.0 stars **Reviewed by:** Justina S. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2023 **What do you like best about EverAfter?** Tailored expierence for each customer to help with onboarding, Salesforce integration. **What do you dislike about EverAfter?** Not very easy to navigate, hard to find reporting on usage, inmail function is not build out, not great for more complex projects. **What problems is EverAfter solving and how is that benefiting you?** Communication with the customer, checklists, timelines, etc. ### 14. customer success management using the system from kickoff meeting to adoption **Rating:** 5.0/5.0 stars **Reviewed by:** Guy F. | Mid-Market (51-1000 emp.) **Reviewed Date:** March 07, 2023 **What do you like best about EverAfter?** very simple and intuitive easy to find what im looking for **What do you dislike about EverAfter?** Need to find a way to force both the team and the customer to use it **What problems is EverAfter solving and how is that benefiting you?** gives localized place to communicate with customer and sending relevant information ### 15. Fantastically powerful and useful application **Rating:** 5.0/5.0 stars **Reviewed by:** Angel S. | Client Enablement and Training Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 09, 2022 **What do you like best about EverAfter?** EverAfter is an incredible platform that allows you to create onboarding and training dashboards with ease. What used to take much longer to create and setup was so easy and quick. **What do you dislike about EverAfter?** To be honest, I didn't have anything I didn't like. It worked exactly how I needed it to. **What problems is EverAfter solving and how is that benefiting you?** EverAfter solved our problems where we needed to create client onboarding and expert training dashboards for our brands. It saved us so much time and allowed our experts to learn at their own pace. ### 16. EverAfter makes it easy to manage task completion for onboarding new clients. **Rating:** 4.5/5.0 stars **Reviewed by:** Brittany W. | Senior Customer Success Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2022 **What do you like best about EverAfter?** Everything our clients need for onboarding can be found in one location. They can see which tasks are completed and which are incomplete. I can also look at all my clients together for an update of their statuses. **What do you dislike about EverAfter?** Nothing currently. Just working on the best practices of ensuring clients are bookmarking their onboarding page and staying on track for an efficient onboarding process. **What problems is EverAfter solving and how is that benefiting you?** It is helping in creating a centralized platform to streamline new client onboarding. No more pasting form links into an email and attaching documents for integration. All can now be found in one location, and it's easier to quickly view what is complete/incomplete. ### 17. The slides (+ docs/sheets/emails) killer **Rating:** 4.5/5.0 stars **Reviewed by:** Simon T. | Head of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** June 15, 2022 **What do you like best about EverAfter?** - We can combine internal + customer-facing onboarding tasks in one simple view (goodbye Confluence SOPs, ppt, sheets etc) - It was super easy to set up the integration to our CRM, so we could immediately get our customer list in EverAfter and use the data from the CRM to show to customers and condition behaviors - We are adopting the idea of working in "widgets" and "kits", and it is helping CSMs to create a standardized engagement menu where all will have the same base, but a CSM can choose extra things **What do you dislike about EverAfter?** - Conceptually, we had to come around to understanding EverAfter's widgets, kits, and detached widgets components. That was different than e.g. a normal onboarding flow where we set up document XYZ at certain stages - We'd love more possibilities for visualizing data to customers **Recommendations to others considering EverAfter:** Think about all those disparate templates you have for all your customers :) Sheets, docs, ppt, emails... Imagine that you could put everything in one place and manage it using CRM data (when which parts should be done/shown/actioned) . This is what I am really excited about: Our end goal is that CSMs can do 90% of their job through EverAfter. **What problems is EverAfter solving and how is that benefiting you?** - Time spent on onboarding (decreasing) - Better customer experience (increasing) - as we standardize - Get customers to take bigger ownership of their implementation ### 18. Powerful Tool to Quickly Create a Client Facing Portal for All Parts of their Journey **Rating:** 5.0/5.0 stars **Reviewed by:** Rob V. | Senior Client Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** May 25, 2022 **What do you like best about EverAfter?** The low code/no code approach to EverAfter makes it very easy for semi-technical folks to integrate with Calendars and their CRMs. Within minutes you can create new portals that are powered by your CRM and stay up to date. **What do you dislike about EverAfter?** EverAfter is only as powerful as your team's CRM or data. If you do not have your information organized well, EverAfter goes from a game-changer to a tool that takes time to populate. Sophisticated teams will gain the most benefit from this tool. **What problems is EverAfter solving and how is that benefiting you?** Our team did not have a good way to show Clients where they were in the user journey or what steps come next. Everafter allows us to quickly spin up beautiful, branded customer hubs that are accurate because they draw from our CRM data. The main benefits we have realized are increased satisfaction from clients through their onboarding and decreased time our Success Managers spend writing emails and coordinating communications. Clients can get self-serve answers right from their portal. ### 19. EverAfter - Engage with your customer in a different level **Rating:** 5.0/5.0 stars **Reviewed by:** Yair B. | Head of Customer Success operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2022 **What do you like best about EverAfter?** EverAfter provides me a quick way to share content with my customers that I can control and personalize according to the customer license, usage and milestone in his customer journey. It is so easy to set up that you can react to the customer's behavior quickly and adjust the customer hub to make it work and clear for the customer, improving the customer experience and value they get from the engagement. **What do you dislike about EverAfter?** EverAfter is mainly a passive platform in the sense that the user needs to actively log into the customer hub to see the content and the call to action. EverAfter is aware of this and adding with time more capabilities to allow CSM to proactively engage with their customers from within the platform **What problems is EverAfter solving and how is that benefiting you?** We are using EverAftrer to handle our tech touch customers. Providing them a specific call to action and helping our customers to increase the ROI they are getting from our product. ### 20. Promising Customer Success Platform **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Internet | Enterprise (> 1000 emp.) **Reviewed Date:** January 23, 2023 **What do you like best about EverAfter?** I like the customization capabilities of the platform, the ready made templates, use cases, resources. The quality of the support received is amazing. Other tools do not offer these. **What do you dislike about EverAfter?** The software has plenty of potential and limitations are tackled day by day by a careful and friendly team of experts, including CSMs and developers and support members. **What problems is EverAfter solving and how is that benefiting you?** Connecting to customers. Recommending the best content to them. Keeping them aware of our processes and how we are going to deliver value to them. Giving them space to offer their views and feedback. ### 21. A single source of information and communication for your customers in a beautiful template **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** January 24, 2023 **What do you like best about EverAfter?** How easy everything is to build and customise exactly as we'd require. It reduces communication errors between team members and clients and makes sure everyone is on the same page. **What do you dislike about EverAfter?** Occasionally there are a few bugs that occur. However, often these are patched or solved by the Everafter team very quickly. The customer support is great! **What problems is EverAfter solving and how is that benefiting you?** Everafter solves the following issues for us: - Reduced information blasting when connecting with prospects - A visually pleasing on brand experience for process related information - Project management between multiple teams and companies. ### 22. Great tool to help manage on boarding and the full life cycle of our Customers **Rating:** 5.0/5.0 stars **Reviewed by:** Ran R. | Head of Customer Success and Support, Mid-Market (51-1000 emp.) **Reviewed Date:** August 11, 2022 **What do you like best about EverAfter?** Great tool - very easy to customize to your own needs Great help from Everafter team to get us up and running - really listen to our needs and guides us in the right direction They move very fast and keep on adding great features! **What do you dislike about EverAfter?** Not much to be honest On part is that some of the backend configurations need Everafter team to help do - not a lot but self service is better :) **What problems is EverAfter solving and how is that benefiting you?** Help frame our onboarding process and create a shared space to collaborate with our customers ### 23. Great Customer Success Portal **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** January 16, 2023 **What do you like best about EverAfter?** It's really helping us to better communicate with customer during onboarding and on an ongoing basis for high touch customers. The CS supoprt we get is awesome **What do you dislike about EverAfter?** Nothing, it's a really great solution for us **What problems is EverAfter solving and how is that benefiting you?** Improving collaboration with our customers ### 24. Great product with an obvious customer value! **Rating:** 5.0/5.0 stars **Reviewed by:** Emanuel P. | Solution Engineers Team Lead, Mid-Market (51-1000 emp.) **Reviewed Date:** June 23, 2022 **What do you like best about EverAfter?** I love how intuitive the product is! Setting up kits is so easy, and the variety of options doesn't cloud the actual need for each project type. The fact we can use our own branding is also such a big plus! **What do you dislike about EverAfter?** I would love to see more options for internal project management, for cross-team functions. **What problems is EverAfter solving and how is that benefiting you?** One centralized place for everything the customer needs and wants to know, insight into where they stand in terms of the product adoption and what they can do better to improve their usability. I love that it gives the CS teams visibility and it replaces all of the redundant sheets and docs. ### 25. Helpful Product & Team **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Small-Business (50 or fewer emp.) **Reviewed Date:** January 23, 2023 **What do you like best about EverAfter?** Easy-to-use product both from a customer and the client's we use prespective! **What do you dislike about EverAfter?** New features and functionality is being released constantly which is great but would be helpful to see features tailored to certain industries like healthcare. **What problems is EverAfter solving and how is that benefiting you?** Serving as a central hub of information and necessary tasks. It allows multiple different players to be organized in one place and facilitate streamlined action. ### 26. Game-changer **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Enterprise (> 1000 emp.) **Reviewed Date:** August 19, 2022 **What do you like best about EverAfter?** EverAfter is the platform that my at-scale Customer Success dreams are made of. It's innovative, easy to use and it's centered around customer experience. I especially love how flexible it is - we've used EA to help scale our onboarding experience and there are dozens of other high-impact use cases for it that I can't wait to dive into. **What do you dislike about EverAfter?** It's still a maturing product, so I've run into a few small bugs. Nothing that diminishes how much of a fan I am, though. **What problems is EverAfter solving and how is that benefiting you?** EverAfter is critical for helping us scale - we're leveraging it for self-serve onboarding use cases to provide customers with a beautiful and intuitive onboarding portal that guides them through setup. We're deploying fewer human resources and getting customers up and running faster at the same time. ### 27. Helpful platform and great support **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** November 21, 2022 **What do you like best about EverAfter?** - Lots of different widgets to choose from - Importing csv files for tables - Support team / customer success **What do you dislike about EverAfter?** - Inability to customise how some widgets look - Often errors with data appearing as error when they are fine on the original csv - Issues with customers receiving the email code to access their account page **What problems is EverAfter solving and how is that benefiting you?** - Added an 'or' filter to tables which helped pull the correct data - Added the analytics tab to show which customers are active and inactive ### 28. EverAfter is an AMAZING tool in my day to day **Rating:** 5.0/5.0 stars **Reviewed by:** Yara M. | ​CS Ops Program Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2022 **What do you like best about EverAfter?** The easy way we can create widgets and kits. My point of contact Uri is super helpful and always makes time to guide me through any questions I have. **What do you dislike about EverAfter?** I have yet to come across anything that I dislike. **What problems is EverAfter solving and how is that benefiting you?** We are using EverAfter to build a hub for our low-end customers who require low touch and become self-sufficient with their account and onboarding. Our next steps will be to continue creating kits in order for our customers to navigate and conduct their own troubleshooting by adding tasks and videos. ### 29. Great and very intuitive :) The CSMs are amazing as well :) **Rating:** 4.5/5.0 stars **Reviewed by:** Polina K. | Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2022 **What do you like best about EverAfter?** The way I can customize the different widgets to my needs. **What do you dislike about EverAfter?** There is a bit of space between the widget which makes you scroll down too much, but other than that everything is great :) **What problems is EverAfter solving and how is that benefiting you?** Creating a customer hub became a fun exprience and makes life much easier. ### 30. Essential for aligning expectations with customers **Rating:** 5.0/5.0 stars **Reviewed by:** Zachary S. | CSM, Small-Business (50 or fewer emp.) **Reviewed Date:** September 21, 2022 **What do you like best about EverAfter?** EverAfter is extremely easy to use, offers incredible customer support and brings great value to our customers. **What do you dislike about EverAfter?** It may sacrifice some advance features for simplicity, but meets all of our current needs. **What problems is EverAfter solving and how is that benefiting you?** EverAfter enables us to easily align timelines and expectations with customers, empowering them to take ownership of their own onboarding journey. ### 31. Great Customer Service! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** September 19, 2022 **What do you like best about EverAfter?** Very easy to use and open to feedback. Helps our processes flow and there is way more we want to add! I will continue to use EverAfter and grow with them. **What do you dislike about EverAfter?** Not easy to help manage multiple buildings yet. **What problems is EverAfter solving and how is that benefiting you?** Helping us get our integration and features forms back faster from clients. ### 32. Great customer service, easy to use product **Rating:** 4.5/5.0 stars **Reviewed by:** Leeor M. | C, Small-Business (50 or fewer emp.) **Reviewed Date:** May 29, 2022 **What do you like best about EverAfter?** My customer success manager. And that I can create scalable onboarding processes for clients by using the kits. **What do you dislike about EverAfter?** Limitations with the task list - isn't waterfall and updating the due dates is manual + kpi widget can't integrate with anything so it's just to show goals and not real data **Recommendations to others considering EverAfter:** Arrange a meeting with the success team to review together your needs. **What problems is EverAfter solving and how is that benefiting you?** Private portal for customers - creating a strong brand for our company. **Official Response from Shachar Avrahami:** > Hey Leeor, thank you for your feedback, much appreciated! We fully understand the need for more capabilities around the task list - you can expect to have many improvements during our upcoming releases. Stay tuned ✨ ### 33. Great platform, Great people! **Rating:** 4.5/5.0 stars **Reviewed by:** Adi R. | CS Ops Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2022 **What do you like best about EverAfter?** The platform is very intuitive from the client's perspective, and very simple to understand and to focus on the tasks at hand. **What do you dislike about EverAfter?** still a bit clunky from the CSM's perspective, but since it improves on a monthly basis - I feel very confident in it. **What problems is EverAfter solving and how is that benefiting you?** We have one place for the CSM's to communicate with our clients, to concentrate all the onboarding stage information in one spot, and the make the onboarding process easier for our clients. ### 34. Unique and one of a kind B2B Journey platform **Rating:** 5.0/5.0 stars **Reviewed by:** Dani F. | RevOps Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** February 23, 2022 **What do you like best about EverAfter?** it's very easy to use, friendly and super flexible in terms of setup various business cases. not to mention they have great CRM interface and one of a kind customer service. **What do you dislike about EverAfter?** it's really hard to find something i dislike, maybe little more documentation and KB would be nice but it's so easy to use and they are very responsive so it's not a problem **What problems is EverAfter solving and how is that benefiting you?** we are sharing business information and statuses with our customers and partners ### 35. EverAfter is a great tool for early stage startups **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** May 27, 2022 **What do you like best about EverAfter?** It's easy to set up and use, you can personalize the experience for each customer, and it can grow with us. The team is great! **What do you dislike about EverAfter?** Nothing specific, more options in the branding can be nice. **What problems is EverAfter solving and how is that benefiting you?** Preparing POCs plans for prospects. It looks professional and helps keep things in order. ### 36. Great tool, amazing service **Rating:** 4.5/5.0 stars **Reviewed by:** Ophir S. | CS Enablement Team Lead, Enterprise (> 1000 emp.) **Reviewed Date:** May 24, 2022 **What do you like best about EverAfter?** The tool itself is pretty intuitive and user friendly. The customer service is great - helpful and super responsive. **What do you dislike about EverAfter?** Could be more flexible and robust, sometimes a bit slow. **What problems is EverAfter solving and how is that benefiting you?** We use EverAfter for onboarding and for interacting with customers, it allows us to communicate with our customers at scale. ### 37. EverAfter is the dream platform for Revops and Bizops teams **Rating:** 5.0/5.0 stars **Reviewed by:** Matan A. | Head or Revenue Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about EverAfter?** Flexibility to design customer-facing processes that allow end-users to view, edit, and write information directly into our CRM based on our permissions and needs. **What do you dislike about EverAfter?** Absolutely nothing, the team is responsive, the product gets regular updates, and we see strong adoption from partners & customers. **Recommendations to others considering EverAfter:** A must have platform for any process with stakeholders outside of your organization - prospects, partners, customers. **What problems is EverAfter solving and how is that benefiting you?** 1. As a Partner Portal - our entire partnership is managed via EA (lead submission, collateral, revshare, etc.) 2. As a mutual action plan with prospects in the Sale cycle - to increase engagement **Official Response from Tyler Golden:** > Thanks for your review and feedback, Matan... and of course thanks for being a great partner as we continue to build EverAfter. ### 38. CS Operations Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Omer G. | CS Operations Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** November 18, 2021 **What do you like best about EverAfter?** It provides RevOps and CS teams many options to expose to the customer any desired information, easily and fast and with excellent execution. **What do you dislike about EverAfter?** I don't think there is something that I dislike that EverAfter didn't take care of **Recommendations to others considering EverAfter:** If you want to save time and money by not developing it internally and get amazing results, I truly recommended EverAfter product and service, EverAfter is one of our best partners. **What problems is EverAfter solving and how is that benefiting you?** EverAfter replacing part of the internal product. It also replaces Google sheets and excel files in some cases, and added many new capabilities instead of the manual work. ### 39. Transparent and swift onboarding process from a prospect to a renewing customer **Rating:** 5.0/5.0 stars **Reviewed by:** Dror Z. | COO, Small-Business (50 or fewer emp.) **Reviewed Date:** December 14, 2021 **What do you like best about EverAfter?** I hated sharing files over emails, updating tasks on slides or google docs, everafter allows to create a repetitive sales, onboarding, and expansion process. And it is cool! **What do you dislike about EverAfter?** Very robust tool so spend time on learning the features and don't run without knowing how to walk. Ask for help, support team is fenominal **What problems is EverAfter solving and how is that benefiting you?** Coming across as onboarding professionals. having all data in one place an easy way to share only what you want while holding you and other teams on your end accountable **Official Response from Tyler Golden:** > Hi Dror, thanks for the great review! Happy to see you are benefiting from using EverAfter and I was excited to share your feedback with the support team... I agree they are phenomenal! ### 40. All in one place **Rating:** 4.5/5.0 stars **Reviewed by:** Irina S. | Customer Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about EverAfter?** All information in one place and simple type of all widgets in it. The ability to inform many customers by updating information in one widget, quick communication with the manager. **What do you dislike about EverAfter?** There are several product requests that we are waiting for implementation, but I also understand that this is not a quick check and requires the work of several development departments. **What problems is EverAfter solving and how is that benefiting you?** All current questions regarding our account and clients. Benefits - responsiveness and professionalism of managers, timely informing about all new features and updates. **Official Response from Tyler Golden:** > Hi Irina, thanks for the review and I am happy to see you are getting value from EveerAfter. Of course, I will share with the team your feedback and see what we can do to help move some of the implementations along! Happy new year and wishing you all the best for a strong year ahead. ### 41. Nice tool **Rating:** 4.5/5.0 stars **Reviewed by:** Rufina L. | CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** May 30, 2022 **What do you like best about EverAfter?** the interactivity of it is nice, the responsiveness of the CSM's is great **What do you dislike about EverAfter?** there is always room for improvement but the team is taking the feedbacks and adjusting accordingly **What problems is EverAfter solving and how is that benefiting you?** helping for a one-stop tool for our clients ### 42. Amazing tool for orchestrating customer journey **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer & Network Security | Mid-Market (51-1000 emp.) **Reviewed Date:** December 15, 2021 **What do you like best about EverAfter?** EverAfter simplifies customer experience. On a single page, you can depict the customer journey, track onboarding tasks, share calendars and do much more. It creates an environment that enables real-time collaboration with customers. Our customers often compliment us about their seamless onboarding experience. EverAfter enables us to deliver exceptional customer experience at scale. One of my new team members mentioned he wished he had this tool at a couple of previous places he worked at. That would have made their life simple and the customer experience delightful. **What do you dislike about EverAfter?** There is not much that I dislike. I feel the tool provides a mature interface and the company is a delight to work with. **What problems is EverAfter solving and how is that benefiting you?** Customer onboarding Customer lifecycle management **Official Response from Tyler Golden:** > Thanks for the review! I was happy to share internally with the team your enjoyment from using EverAfter and the ability to see everything on a single page including the satisfaction your customers receive from a seamless onboarding experience... that's the magic of EverAfter! ### 43. The perfect tool to manage your customers, with your customers... **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** December 14, 2021 **What do you like best about EverAfter?** A simple, brilliant solution that allows you to have an effective and transparent customer collaboration platform. Integrates with most essential software we use every day to create a perfect hub. **What do you dislike about EverAfter?** It took a bit to get used to the terminology of the different objects within the platform and how to utilize them. **What problems is EverAfter solving and how is that benefiting you?** EVERY step of the customer life cycle (even POC) is managed and is available to the customer to see and collaborate on. Complete transparency that drives a higher level of commitment from the customer and the ability to provide a clear pathway for success. **Official Response from Tyler Golden:** > Simple and brilliant is what we strive for. Thanks for your great review. I was happy to share your comments with the team. Best of luck for a great quarter ahead! ### 44. True added value despite some small hick-ups **Rating:** 4.0/5.0 stars **Reviewed by:** Dries Van L. | VP of Customer Success, Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2021 **What do you like best about EverAfter?** Easy tool to track status and communicate with customers during onboarding. **What do you dislike about EverAfter?** We ran into some limitations that made us have to switch some of our intial ideas. **Recommendations to others considering EverAfter:** A critical tool in our customer onboarding and training, helping us reach our customer success target quicker. **What problems is EverAfter solving and how is that benefiting you?** Streamlined customer onboarding, no endless emails that get forgotten or missed. ### 45. Concept is good but usage is shaky **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Marketing and Advertising | Enterprise (> 1000 emp.) **Reviewed Date:** November 16, 2021 **What do you like best about EverAfter?** The ability to create templates that can be adapted to any type of client and that are created automatically by integration with Salesforce and other sources. Sending it to clients is also very easy **What do you dislike about EverAfter?** The platform is very shaky to use. For example, just to modify a table requires a lot of clicks and is not very smooth. Also refreshes a lot randomly, which loses changes. **What problems is EverAfter solving and how is that benefiting you?** Clients now have a written way to consult the plan that we prescribe to them. It is way more structured than what we used to have so there is more "stickyness" and success in the end. ### 46. Great experience from the start **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Small-Business (50 or fewer emp.) **Reviewed Date:** February 23, 2022 **What do you like best about EverAfter?** EverAfter has been helpful since our first demo with them. They listened to our needs. We love that customers can now onboard themselves with less outreach. **What do you dislike about EverAfter?** We would love the ability to have a knowledge base built into ever after. **What problems is EverAfter solving and how is that benefiting you?** Faster and clearer onboarding for our clients. ### 47. Great visibility to our customers **Rating:** 5.0/5.0 stars **Reviewed by:** Noga S. | Revenue operation director, Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about EverAfter?** Ease of use from admin side, flexibility, open for new feature ideas. Also the Tableau integration is great **What do you dislike about EverAfter?** I love ever after but the one thing that is missing is logs, but they will add it in the next release **What problems is EverAfter solving and how is that benefiting you?** We allow our customers very good visibility to invoices, usage, contract information and more **Official Response from Tyler Golden:** > Hi Noga, I was really happy to review your feedback. Of course, I shared your comments with our product team and we are looking forward to continuing to build a strong partnership with you. ### 48. EverAfter Review **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** February 24, 2022 **What do you like best about EverAfter?** Easy to use, and product is updated all the time. They are very responsive to our requests for developing new features and troubleshoot **What do you dislike about EverAfter?** Many minor bugs cause us to ask for a fix. **What problems is EverAfter solving and how is that benefiting you?** A centralized place for client-CSM to share resources and tasks ### 49. Great tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** November 23, 2021 **What do you like best about EverAfter?** The UI is super friendly, the process of integrating with various tools is fast and convenient and the support we get is amazing **What do you dislike about EverAfter?** At the moment, EverAfter is doing exactly what I need it to do and then some :) **What problems is EverAfter solving and how is that benefiting you?** Our use case basically deals with partnership management and the best benefit, apart from the ones mentioned, is the fact that we were able to work with the team and integrate it into our platform. **Official Response from Tyler Golden:** > Thanks for taking the time to leave a review. I was super excited to share your feedback with the team. We are here to help at any stage of the process. ### 50. Excellent onboarding (and more) tool! **Rating:** 5.0/5.0 stars **Reviewed by:** Mariah U. | Scale Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** November 18, 2021 **What do you like best about EverAfter?** I used Everafter to decrease the time it takes for our scale segment customers to onboard onto our platform. The Everafter Team is extremely helpful and works with their customers to solve their use cases! **What do you dislike about EverAfter?** There are a few areas of the UX I wish were more edit-able. **What problems is EverAfter solving and how is that benefiting you?** Our new customers now complete their technical onboarding 2-3x the rate than they did before, with 10x less emails between them and their CSM/AE. **Official Response from Tyler Golden:** > Mariah, thanks for the review. I am happy to read your comments regarding our support team and of course, I shared your feedback internally. We are here to help at any step of the journey. Wishing you all the best for a strong Q1. ## 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=3§ion=pricing&secure%5Bexpires_at%5D=2026-07-01+07%3A58%3A04+-0500&secure%5Bsession_id%5D=bfd94ad3-a7f6-4af9-bbec-74eb96828112&secure%5Btoken%5D=76a5584c4d196c65a1c3b64b2b2d9fd840a6da568d6c757b8dae22e7e87b5173&format=llm_user) ## EverAfter Integrations - [Agentforce 360 Platform (formerly Salesforce Platform)](https://www.g2.com/products/agentforce-360-platform-formerly-salesforce-platform/reviews) - [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) - [Gong](https://www.g2.com/products/gong/reviews) - [HubSpot Marketing Hub](https://www.g2.com/products/hubspot-marketing-hub/reviews) - [HubSpot Sales Hub](https://www.g2.com/products/hubspot-sales-hub/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Optimove](https://www.g2.com/products/optimove/reviews) - [Slack](https://www.g2.com/products/slack/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 (926 reviews) - [ChurnZero](https://www.g2.com/products/churnzero/reviews) - 4.7/5.0 (1,587 reviews) - [Totango](https://www.g2.com/products/totango/reviews) - 4.3/5.0 (1,140 reviews)