01
Disconnected handoffs
A lead in one place. A quote in another. A job update that never reaches the office.
Ever Sales
Ever Sales — CRM & Sales Management
Manage the B2B sales journey from first enquiry to accepted quotation and payment history. Ever Sales brings CRM, follow-up, pricing, revisions, commissions and Sales AI around the customer record.
- 01Lead
- 02Opportunity
- 03Follow-up
- 04Quotation
- 05Acceptance
- 06Billing & history
Shared customers · documents · business history
See how the work connects.
02
A shared workflow
Connect the customer, the next action, the stock and the service history around the work.
Give every enquiry an owner and a next action
Ever Sales is for sales teams, B2B suppliers and service organizations that need more than a contact list. Keep customers, contacts, leads and opportunities connected. Assign a salesperson, record the source and next follow-up, and move the opportunity through meaningful stages. A Kanban view makes stalled work visible: an enquiry awaiting qualification should not look the same as a quotation waiting for a decision.
Follow-up that survives a busy week
A good pipeline records what the buyer is trying to achieve, who is involved and when the team should act again. Use assignment, reminders, customer history and communications to prepare the next conversation. Capture attribution so a campaign enquiry can be traced to its source. Meta lead synchronization depends on a supported, configured provider connection; it is not a promise that every advertising account is connected automatically.
Prepare a quotation the next person can understand
Build the commercial offer from products, quantities, price lists and permitted discounts. Keep revisions explicit so the customer and team can identify the version under discussion. Record the agreed scope and acceptance rather than relying on an attachment buried in a message thread. E-signature and document history support the handoff where configured. Pricing choices and approval responsibilities remain with authorized people.
From acceptance to bounded billing
Accepted sales work needs a traceable commercial outcome. Ever Sales supports the associated billing and payment history without automatically creating a solar installation or reserving project materials. When another product is selected, the agreed fulfillment policy can connect the quotation to that workflow. This separation helps a sales-only organization avoid operational records it does not need and lets a combined suite hand work to the right team.
A B2B example: one buyer, several decisions
A dealer asks for a revised equipment quotation. The account manager sees earlier discussions, updates the commercial revision, confirms the discount authority and schedules a follow-up with the purchasing contact. After acceptance, the team can review invoice and payment history. Add Ever Trade when stock reservation, customer orders and delivery must follow; add Ever Field when the offer leads to a service work order.
- 1Ever Sales
- 2Ever Trade
- 3Finance & business history
- 4Ever AI
A business workflow illustration. Confirm your selected products and configuration in a demonstration.
Understand effort, commissions and pipeline health
Review opportunity stages, salesperson activity, quotation outcomes and commission records together. Reports should help answer operational questions: which opportunities have no next step, which quotations have been revised repeatedly, and which customers need attention? Confirm commission rules during implementation; a dashboard does not define a compensation policy. Managers can compare progress while respecting the roles and record access available to their account.
Sales AI prepares the next conversation
Ask for a concise customer history, reasons an opportunity may be stale, or a draft follow-up grounded in available records. Review the sources and proposed wording before using it. AI can help prepare quotation work through permitted tools, but it does not bypass discount authority, product access or confirmation. Its value is in reducing the effort needed to understand the record and prepare a useful next action.
Start with your real sales stages
Bring a sample customer list, your current opportunity stages, a quotation example and the rules used for ownership, discounts and commissions. Agree which information is required before an opportunity can progress. Test a representative enquiry through acceptance and history. For an ERP connection, define customer and invoice ownership first; the standard Odoo connector remains Coming Soon.
Your questions, answered
Does Ever Sales include inventory fulfillment?
Ever Sales focuses on CRM, quotations and bounded commercial billing. Choose Ever Trade for customer orders, reservations and delivery, or the relevant product for project and service fulfillment.
Can multiple salespeople share a customer record?
Yes, within the roles and access rules configured for the organization. Unlimited users lets you include the team without counting paid seats; permissions still control access.
What should a Sales demo show?
Ask to follow one synthetic lead through opportunity, assignment, quotation revision, acceptance and history, including the AI source references and a reviewed follow-up draft.