Clients is one of EVERYSYNC's 43 modules. It gives the team responsible for that work a proper home, while keeping related customers, people, documents, approvals, and money close enough that handoffs are clearer and follow-through is easier.
Centralize every contact, conversation and commitment so anyone on the team can pick up a relationship without missing a beat. One shared record across the whole platform — and Eva can read it to brief you before the call.
view of every client relationship and interaction
increase in client retention through proactive engagement
missed follow-ups with automated activity tracking
Powerful features designed for real business outcomes
Comprehensive client profiles with contacts, notes, tags, and relationship history. Everything your team needs, one click away.
Log calls, meetings, emails, and notes. A complete chronological record of every client interaction.
Track deal values, recurring revenue, and lifetime value per client. Understand the financial health of every relationship.
Organize contacts within companies. Map org charts, decision-makers, and influencers.
Automated follow-up reminders based on activity gaps. Never let a relationship go cold.
Engagement scores, sentiment trends, and relationship health metrics. Know where to focus your attention.
Clients is designed for organizations that refuse to compromise on quality, efficiency, or insight.
Clients works even better alongside:
Clients is one of EVERYSYNC's 43 modules. It gives the team responsible for that work a proper home, while keeping related customers, people, documents, approvals, and money close enough that handoffs are clearer and follow-through is easier.
Clients is one of EVERYSYNC's 43 modules. It brings that part of the business into the same workspace as customers, people, money, contracts, documents, and support, so teams can see status, ownership, and next steps without chasing another app.
Standalone tools are useful when one team only needs one job done. Clients inside EVERYSYNC is built for the moment that job touches other people: a customer, an invoice, a contract, an employee change, a support issue, or an approval that needs context.
Pricing is based on the modules, bundles, and user groups your organization needs. Some branded tools can be sold on their own; most modules are part of the EVERYSYNC platform package. The pricing page or your quote is the source of truth for your setup.
Eva can use Clients only within the permissions your role allows. She can prepare summaries, draft follow-ups, flag missing information, route approvals, and report what changed. Human approval stays in the loop for actions that affect records, people, customers, or money.
For some modules (LinkSync as get.in, SignatureSync as Siggy, CallSync as Callcraft), yes — they're available as standalone products under their own brand. For most modules, Clients is a feature of the EVERYSYNC platform and isn't sold separately. The whole point of EVERYSYNC is that every module is more useful when it's connected to the others.