Work smarter, not harder

A new era CRM

eva crm is a thoughtful, process-led CRM tool that empowers installation businesses to focus on what matters: stunning installations and happy customers.

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Explore Features

Discover how eva crm streamlines customer relationship management with cutting-edge tools crafted for your success.

Benefits

Why eva crm is the CRM of choice for installers

Comprehensive CRM integration

Seamlessly integrates with Emplas your manufacturer of choice, streamlining the ordering and tracking processes with a unified management system - no more multiple logins or screens.

Real-time order tracking

Track orders in real-time, check delivery statuses and get notified when products arrive at the warehouse, enabling accurate and timely communication with your customers.

Automated workflow management

Automates many aspects of the customer journey, ensuring all relevant information is available without manual input. Enhancing efficiency and reducing errors.

Sales and lead management

A dedicated lead management module tracks every customer interaction, monitors the sales process, and refines strategies to improve conversion rates.

Dynamic reporting and analytics

Detailed reporting and analytics for sales pipeline and contract management, helping you understand performance, identify areas for improvement, and make informed decisions.

User-friendly interface

Intuitive and easy to use, reducing the learning curve for new users and allowing quick access to all customer and order information in a single place.

Tailored setup and training

Fully customisable setup to fit your unique processes, including data migration, process mapping, and extensive training for smooth adoption and optimal use.

Dedicated support team

Ongoing assistance from a dedicated support team, including a helpdesk for technical issues, additional training sessions, and personalised support for continuous improvement and user satisfaction.

Enhanced aftercare support

Robust aftercare and warranty management, with full tracking of warranties and alerts for key dates, ensuring continuous support post-installation.

Comprehensive CRM integration

Seamlessly integrates with Emplas your manufacturer of choice, streamlining the ordering and tracking processes with a unified management system - no more multiple logins or screens.

Real-time order tracking

Track orders in real-time, check delivery statuses and get notified when products arrive at the warehouse, enabling accurate and timely communication with your customers.

Automated workflow management

Automates many aspects of the customer journey, ensuring all relevant information is available without manual input. Enhancing efficiency and reducing errors.

Sales and lead management

A dedicated lead management module tracks every customer interaction, monitors the sales process, and refines strategies to improve conversion rates.

Dynamic reporting and analytics

Detailed reporting and analytics for sales pipeline and contract management, helping you understand performance, identify areas for improvement, and make informed decisions.

User-friendly interface

Intuitive and easy to use, reducing the learning curve for new users and allowing quick access to all customer and order information in a single place.

Tailored setup and training

Fully customisable setup to fit your unique processes, including data migration, process mapping, and extensive training for smooth adoption and optimal use.

Dedicated support team

Ongoing assistance from a dedicated support team, including a helpdesk for technical issues, additional training sessions, and personalised support for continuous improvement and user satisfaction.

Enhanced aftercare support

Robust aftercare and warranty management, with full tracking of warranties and alerts for key dates, ensuring continuous support post-installation.

How it works

How eva crm works

Existing data transfer

Our development team is on hand to work out the most efficient process for transfering your data into the system.

Existing data transfer

Our development team is on hand to work out the most efficient process for transfering your data into the system.

Accounts integration

eva crm is compatible with Sage, Xero and Operate, plus many more.

Accounts integration

eva crm is compatible with Sage, Xero and Operate, plus many more.

Tailored to your business

eva crm will be tailored to your exact needs at no extra cost.

Tailored to your business

eva crm will be tailored to your exact needs at no extra cost.

Training & ongoing support

eva crm is only as good as the training we provide, which is unlimited. We have dedicated support staff available from 8am - 6pm every day including bank holidays.

Training & ongoing support

eva crm is only as good as the training we provide, which is unlimited. We have dedicated support staff available from 8am - 6pm every day including bank holidays.

Licences

There are no minimum number of licences. In some instances, they can be split. Tailored to small, medium or large-scale organisations, we will provide you with a bespoke package to suit your needs.

Licences

There are no minimum number of licences. In some instances, they can be split. Tailored to small, medium or large-scale organisations, we will provide you with a bespoke package to suit your needs.

Data security

Yes, it is secure and only the people you give access to can see or use this data. No external user can view your data.

Data security

Yes, it is secure and only the people you give access to can see or use this data. No external user can view your data.

An app built for convenience

Stay Connected. Work Smarter. Anywhere.

Keep in sync with the office while you’re on the job, with real-time updates and seamless communication built in. As information is shared from the field, office and App users receive instant notifications, keeping everyone aligned without the need for follow-ups.

Access your schedule on the go with a clear, easy-to-use diary view, so you always know where you need to be next.

Find and update important information in seconds - even offline. Capture photos, access files, and follow instructions without disruption, ensuring every detail is recorded and nothing gets missed.

Get instant access to customer contact details, with the flexibility to protect your privacy when needed.

Navigate with confidence using direct links to Google Maps or Apple Maps, complete with pre-planned routes to keep your day running smoothly.

An app built for convenience

Stay Connected. Work Smarter. Anywhere.

Access your schedule on the go with a clear, easy-to-use diary view, so you always know where you need to be next.

Find and update important information in seconds - even offline. Capture photos, access files, and follow instructions without disruption, ensuring every detail is recorded and nothing gets missed.

Get instant access to customer contact details, with the flexibility to protect your privacy when needed.

Navigate with confidence using direct links to Google Maps or Apple Maps, complete with pre-planned routes to keep your day running smoothly.

An app built for convenience

Stay Connected. Work Smarter. Anywhere.

Access your schedule on the go with a clear, easy-to-use diary view, so you always know where you need to be next.

Find and update important information in seconds - even offline. Capture photos, access files, and follow instructions without disruption, ensuring every detail is recorded and nothing gets missed.

Get instant access to customer contact details, with the flexibility to protect your privacy when needed.

Navigate with confidence using direct links to Google Maps or Apple Maps, complete with pre-planned routes to keep your day running smoothly.

Case studies

What our clients are saying

Discover how eva crm is empowering businesses of all sizes to achieve their goals with streamlined operations, improved customer relationships, and unparalleled support.

The team at eva are just amazing, always willing to listen to ways to improve and work with you to resolve any issues. The crm system is so versatile to use and easy to navigate. I love that you can personalise it for our own company preferences, especially the workflows and checklists. The more we use this software, the more we are improving. Due to how new this system is and how much it is transforming, I’m looking forward to seeing where it will take us. Thank you to the fab team at eva crm!

Becky Donnelly

Director at Newglaze

Becky Donnelly

Director at Newglaze

The eva crm system has streamlined our processes, making our workflow more efficient and integrated. With centralised customer information, automated tasks, and real-time insights, we can now focus on strategic activities and make data-driven decisions with ease. The robust reporting tools have transformed our performance tracking, allowing us to generate comprehensive reports quickly. The team's thorough training and ongoing support have been invaluable, ensuring we are comfortable and proficient with the new system. eva crm is a catalyst for our digital transformation, positioning us as a forward-thinking company. With eva crm, we are on the path to achieving greater efficiency, productivity, and success. Thank you to the entire team for making this transition seamless and empowering us with the tools to thrive in a digital age.

Harry Fowler

Sales at BJH Windows

Harry Fowler

Sales at BJH Windows

It’s a fantastic bit of software. We’re using it to track all of our customers and make sure we nurture them and get the best out of our database. In terms of managing the sales team, one of the major benefits is the allocation. eva crm has given us some real detail for our team that we’ve never had before. We’re not only tracking their conversion rates, but we’re also able to track their rates by product and even by source or campaign.

Craig Johnson

Managing Director at T&K Home Improvements

Craig Johnson

Managing Director at T&K Home Improvements

Onboarding

Your eva crm onboarding journey

Phase one | Mapping your company processesWe spend the needed time with you to define your business workflow, giving you a tailored service.

Phase two | Data collection and transferWe gather information about how you currently store your data and help you transfer it across to eva crm.

Phase three | Sign off on your workflowAt this stage we have completed mapping out your worklflow and your system build can commence.

System buildWe start setting up your workflow.

Phase four | Go live and supportYour system is live and we provide on-site support so that you can begin using your system.

Phase five | Post setup supportWe're here to make refinements to your system as required.

Phase one | Mapping your company processesWe spend the needed time with you to define your business workflow, giving you a tailored service.

Phase two | Data collection and transferWe gather information about how you currently store your data and help you transfer it across to eva crm.

Phase three | Sign off on your workflowAt this stage we have completed mapping out your worklflow and your system build can commence.

System buildWe start setting up your workflow.

Phase four | Go live and supportYour system is live and we provide on-site support so that you can begin using your system.

Phase five | Post setup supportWe're here to make refinements to your system as required.

FAQ

Frequently asked questions

Got questions about eva crm? We’ve got answers.

What is eva crm?

eva crm is an all-in-one CRM system for installation businesses. It’s easy to use, intuitive and streamlines every aspect of your customer’s journey, from initial contact to warranty and aftercare.

Why choose us?

Built by industry experts, eva crm is a straightforward tool tailored specifically for your installation business. It is fully customisable to fit your needs, keeping customer experience at the forefront. Empowering you to work smarter, not harder, eva crm enables you to focus on what truly matters – happy homeowners and a happy you. Say goodbye to spreadsheets by consolidating your data into one user-friendly platform. eva crm links all customer interactions and orders, providing a comprehensive view of each customer’s history and ensuring smooth management of long-term projects and multiple orders.

Will I have to change my business process to fit around eva crm?

No, we know you have spent years making your business the best it can be, we are here to support you to increase efficiencies, customer communications and sales.

Can I transfer my existing data?

Absolutely! Our fantastic development team is on hand to work out the best process for transferring your existing data into the system.

Can it be integrated into my accounts solution?

Yes, eva crm is compatible with Sage 50,200 and Opera, plus many more.

How long does it take to setup?

We’ll spend some time working with you on the best configuration for your needs and then aim to have you set up within a month.

How much does it cost?

Being fully customisable, many customers choose part or all of the system’s functionality, therefore pricing is bespoke to each customer. Contact us at support@evacrm.co.uk for your quote.

Do you provide customer support?

Yes, our dedicated support team will be by your side every step of the way, from setup to training and beyond.

Is there a minimum number of users?

Nope. Whether you are a small business or a rapidly growing enterprise, We cater for all sizes of business and can provide however many licences you need. eva crm scales with you, ensuring your team stays organised and efficient no matter how much you grow.

Get started

Ready to get started?

Get a free demonstration and see how eva crm can simplify your workflow and enhance your customer relationships.

Blogs

Discover our latest blog post

Business Tips

Save time, make money - Your exclusive invitation

10 Sept 2025

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7 Min Read

Teamwork

Got questions? Our leading lady and Head of eva crm, Jo, has the answers!

9 Jun 2025

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6 Min Read

Achievements

eva crm turned 1

9 Jun 2025

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4 Min Read