Client Management Done Right.
Now you have one place to go for all of your client information, documents, and tasks. Send and collect all documents with your clients through our secure web portal. Our iPad App and online Web Tool work together to help manage your clients more effectively from wherever you are.
Our new multi-user system allows a user to share clients and documents not only with clients, but with other users in the system. Also new is the ability to provide an auditor access to audit client profiles, documents, and communications with clients.
Take Your Office Everywhere.
With Evervize, your secretary is always with you. Our solution takes your office completely mobile by providing access to all of your clients, files, presentations, and applications everywhere. Present your offering straight from the iPad, then conveniently have your client sign their documents right on your iPad.
Built Just For You.
We know there are times you need to draw or illustrate an example to your client, use our powerful iPad drawing tool to make your presentations become alive. Use the Notes and Audio Recorder to capture crucial information. You can even export client information for email or direct marketing campaigns.
Subscription required for Web and iPad access.
-Share and collect documents securely with client portal
-Create Groups and share clients & documents with in your company
-Create Audit Groups
-Client Profile (CRM)
-Client File Management
-Simple Client Data Import
-Online/Offline iPad Access
-Enterprise Level Security
-Audio Voice Recorder
-Clip Art for Drawing Pad
-Notes (Date & Time Stamped)