Everwin CXM

Everwin CXM

Everwin
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About

Are you a commercial contractor in the HVAC / Mechanical, Refrigeration, Electrical, or Plumbing industry? Get the #1 all-in-one Field Service Management Software for commercial MEP contractors. Streamline your dispatch, quoting/invoicing, service, projects, and reports. - All your metrics can be reported from one place - Monitor field tech success, identify trends, and make data-backed decisions - Attach photos, videos and PDFs easily to invoices and quotes. - From service to projects and everything in between Automate the flow of work orders and customer data, as well as invoices, from the office to the field and back again. Your office staff can see the status of each technician, their skill set, availability, and more with BuildOps. This makes planning, from emergency service to months ahead, as simple as "drag-and-drop". BuildOps boosts your revenue, maximizes profits, and improves communication between field and back-office.

About

Customer relationship management (CRM) is a strategic issue for any service company in order to identify prospects, monitor commercial activity and retain customers. Customer relationship management software is therefore an essential element for knowing your customers and documenting your relationship. Daily life and communication between teams are simpler and more efficient. With Everwin's CRM software, you benefit from clearer customer relationship management and boost your company's business performance. Companies and contacts database with automated imports (interface with Corporama). Management of commercial objectives and commercial reporting.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Commercial HVAC / Mechanical, Electrical, Plumbing, and Refrigeration contractors

Audience

Customer Relationship Management solution for companies

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

Reviews/Ratings

Overall 4.9 / 5
ease 4.3 / 5
features 4.8 / 5
design 4.6 / 5
support 4.8 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

BuildOps
Founded: 2018
United States
buildops.com

Company Information

Everwin
France
www.everwin.fr

Alternatives

Alternatives

Upnify CRM

Upnify CRM

Upnify
Softland CRM

Softland CRM

Softland
FieldEdge

FieldEdge

Xplor
Eudonet CRM

Eudonet CRM

Eudonet
INES CRM

INES CRM

INES

Categories

Categories

CRM

Construction CRM Features

Client Tracking
Contract Management
Forecasting
Project Management
Quote Management
Sales Management
Scheduling
Time Management

Construction Management Features

Accounting Integration
Budget Tracking/Job Costing
Change Orders
Commercial
Contract Management
Contractors
CRM
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
Residential
RFI & Submittals
Subcontractor Management
Timesheets

Construction Scheduling Features

Bid Management
Change Orders
Gantt Charts
Job Scheduling
Project Scheduling
Rescheduling
Staff Calendar
Task Management

Electrical Contractor Features

Billing & Invoicing
Commercial / Industrial
Contract Management
Customer Database
Electronic Signature
Mobile Access
Quotes / Estimates
Scheduling
Time Tracking
Work Order Management

Field Service Management Features

Billing & Invoicing
Contact Database
Contract Management
Customer Database
Dispatch Management
Electronic Signature
Inventory Management
Mobile Access
Payment Collection in the Field
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Time Clock
Work Order Management

Fixed Asset Management Features

Asset Budgeting
Asset Lifecycle Management
Audit Trail
Barcoding / RFID
Depreciation Management
Disposal Management
Document Management
Inventory Tracking
Tax Management

HVAC Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Maintenance Scheduling
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Plumbing Features

Billing & Invoicing
Customer Database
Dispatch Management
Inventory Control
Job Management
Mobile Access
Quotes / Estimates
Routing
Scheduling
Service History Tracking
Technician Management
Work Order Management

Tradesman Job Management Features

Contract Management
Customer Database
Dispatch Management
For Builders
For Electricians
For Field Service Businesses
For HVAC
For Plumbers
For Roofers
Invoicing
Job Tracking
Payments
Quoting
Reporting
Scheduling
Time Tracking

Work Order Features

Contract Management
Customer Database
Dispatch Management
Inventory Control
Job Management
Preventive Maintenance
Quotes / Estimates
Recurring Appointments
Routing
Scheduling
Task Management

CRM Features

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Integrations

DataXchange
Miter
PickYourSkills
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Viewpoint Spectrum
Viewpoint Vista
Webmecanik
hh2

Integrations

DataXchange
Miter
PickYourSkills
QuickBooks Online
QuickBooks Online Advanced
Sage Intacct
Viewpoint Spectrum
Viewpoint Vista
Webmecanik
hh2
Claim BuildOps and update features and information
Claim BuildOps and update features and information
Claim Everwin CXM and update features and information
Claim Everwin CXM and update features and information