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Powered by Evara
Capture leads, bookings, purchases, forms, notes, source data, activity, and follow-up in one customer profile so every team sees the same history.
Forms, orders, bookings, and member signups all land in the same contact record — no Zapier, no CSV import, no duplicate row. Source, page, and session context are attached at capture.
Every lead, customer, member, and booking attendee is one CRM contact profile with source (form, member, order), tags, last-activity timestamp, and a rolling interactions log.
Drag deals across Lead, Contacted, Proposal, Negotiation, Won, and Lost. Each card carries value, expected close date, contact email, and a full activity trail.
Email, form, order, booking, and note events stream into a per-contact timeline with timestamp, type, and description — searchable and filterable.
The Persons graph stitches anonymous sessions to verified emails, phones, Stripe customer IDs, and site member IDs — so the same human is one record across every touch.
Auto-promote contacts through Anonymous, Visitor, Lead, Subscriber, Prospect, Customer, Churned, and Reactivated as they hit triggers — no manual tag policing.
Checklist, newsletter, exit-intent, and website lead forms flow into a triage queue with New, Contacted, Qualified, Archived statuses and IP plus user-agent context.
A visitor fills the contact form. Evara opens a CRM contact profile, attaches the source and tags, logs a Form activity, and creates a Lead-stage deal if the form is wired to one. When the same email books an appointment or buys a product, the platform links the records — no duplicate contact, no manual merge.
