Configured, then run
Most CRM projects die at handover. We stay and operate it, so the data stays clean enough to trust.
EVX CRM
CRM & Revenue Automation
The pipeline, the follow-up and the calendar, wired to how you sell.
CRM, pipelines, funnels, calendars and marketing automation configured around your actual sales motion — then operated, not just installed.
Who this is for
For teams whose pipeline lives in someone's head, a spreadsheet and a WhatsApp thread — and who lose deals to silence rather than to competitors.
The problem
Most CRM projects die at handover. Someone configures it, nobody operates it, the data rots within a quarter and the team goes back to the spreadsheet. The problem is rarely the software.
What this covers
Follow-up that happens
Automated sequences across email, SMS and WhatsApp, with a person picking up when the reply needs one.
Reporting you can act on
Pipeline and conversion reporting that answers what to do next, not just what happened.
The system
- CRM, pipelines and opportunitiesStages that match how you actually sell, not a template.
- Calendars and schedulingBooking that checks real availability and confirms.
- Forms and funnelsCapture that puts the lead into a pipeline, not into an inbox.
- ReportingPipeline and conversion answers about what to do next, not only what happened.
The follow-up that actually happens
- WhatsApp workflowsThe channel that dominates Latin America, automated and staffed.
- Email and SMS sequencesThe second, third and fourth touch that most operations never make.
- ReputationReview requests at the moment the customer is happiest.
- Sales automationAssignment, reminders and escalation so nothing sits untouched.
Where it is used
- Leads that stop disappearingEvery enquiry — form, WhatsApp, call, referral — lands in one pipeline with an owner and a next action. What is not assigned does not exist.
- Follow-up that actually happensMost deals are lost to silence, not to a competitor. Sequences run whether or not anyone remembered.
- One conversation across channelsThe customer who wrote on WhatsApp and then called is one thread, not two strangers.
- Booking without the back-and-forthReal availability, shown and reserved, instead of four messages to find a time.
- A number you can act onWhere deals stall, how long each stage takes, which source converts. Reporting that changes a decision, not a dashboard nobody opens.
How it is delivered
Most CRM projects die at handover: someone configures it, nobody operates it, the data rots in a quarter and the team returns to the spreadsheet. We do the opposite — we operate it with you until it is habit, and only then hand over the keys.
- Your pipeline, not a templateStages named after what your team actually does.
- Migration with a cut-offWhat comes in, what stays out, and the date the spreadsheet stops being the truth.
- Training on real recordsNot a demo tenant. Your data, your people, your objections.
- Operated until it holdsWe run the discipline until the team owns it.
Questions we get asked
- What if we already have a CRM?
- Then the question is why it is not being used. Usually it is process, not software, and replacing the tool repeats the failure with a new logo.
- Do we lose our history?
- No. Migration is planned with a cut-off date and validated before the old source is retired.
- Who operates it after launch?
- Whoever you decide. Some clients take it over; others keep us operating it as a service. Both are supported, and the choice is not permanent.
- How long until it is useful?
- Configuration is fast. The honest answer is that it becomes useful when the team stops keeping a private spreadsheet, and that is a habit, not an install.