CRM software built
around your business.
We engineer intelligent CRM platforms that centralize customer data, automate workflows, sharpen sales performance and give every team complete visibility — without seat tax or vendor lock-in.
Built to integrate with the tools your teams already use
Off-the-shelf CRM vs. EVSORA CRM
Off-the-shelf software gets you to ten people. After that, it costs more, fits less, and owns the moat your team should own.
- Pay per seat, forever — costs scale with headcount
- Generic data model — your team adapts to the CRM
- 70% of features unused, the 30% you need is missing
- Brittle add-ons, plugin marketplaces, surprise fees
- Vendor lock-in — your data lives in their schema
- Updates you didn't ask for, breakages you didn't expect
- Own the platform — flat cost, unlimited users
- Built on your real sales motion, objects and stages
- Every screen earns its place — nothing more, nothing less
- Native integrations engineered into the core
- Open schema, exports, BYO cloud, you own the keys
- Versioned releases, your roadmap, your release cadence
22 production-grade modules
Compose them all, or start with one. Each module is an independent service with its own schema, API and roadmap.
Capture, score, route and nurture leads across every channel.
Single source of truth with custom fields and relationships.
Drag-and-drop stages, weighted forecasting, win/loss analysis.
Households, accounts, hierarchies and timelines.
Personal queues, dependencies, smart prioritization.
Two-way sync with Google and Microsoft. Smart booking.
Sequences, A/B testing, AI subject lines, deliverability.
Versioned files, e-sign, contract redlining and audit trails.
Triggered, scheduled and AI-decided actions across modules.
Tickets, SLAs, AI suggestions, omnichannel inbox.
Scheduled reports, exports, narrative summaries.
Drilldowns, cohort views, anomaly detection.
Field-level RBAC, ABAC, dynamic teams and territories.
Push, email, Slack, WhatsApp, in-app — your rules.
Multi-step approval flows with parallel and conditional logic.
Comments, mentions, threads tied to every record.
Boards, gantts, time tracking, milestones, dependencies.
Branded invoices, recurring billing, dunning workflows.
Stripe, PayPal, ACH, wallets — reconciled automatically.
Self-serve portal for customers — branded, secure, real-time.
AI-searchable docs for staff and customers.
Every change, every actor, immutable timeline.
Built for the way your industry sells
Twelve industry packs — domain objects, regulatory controls and proven workflows out of the box.
- Challenge
- KYC, suitability and advisor productivity slowing deal flow.
- CRM Solution
- Compliance-aware CRM with KYC pipelines, suitability scoring, regulator-ready audit trails.
- Expected Benefits
- ↑ 42% advisor productivity · ↓ 60% onboarding time
- Challenge
- Patient acquisition, referral leakage and HIPAA constraints.
- CRM Solution
- Patient CRM with referral tracking, HL7/FHIR sync, telehealth and consent management.
- Expected Benefits
- ↑ 31% referral retention · 100% HIPAA audit pass
- Challenge
- Quote-to-bind drag across underwriting, broker and claims.
- CRM Solution
- Policy CRM unifying quotes, binders, endorsements and claims with AI risk scoring.
- Expected Benefits
- ↓ 48% quote-to-bind · ↑ 22% renewals
- Challenge
- Buyer/seller pipelines fragmented across portals and agents.
- CRM Solution
- Brokerage CRM with listings, MLS sync, deal rooms, commission splits and showings.
- Expected Benefits
- ↑ 2.4x agent throughput · ↑ 19% close rate
- Challenge
- Bids, subcontractors and change orders living in spreadsheets.
- CRM Solution
- Project CRM with bid management, subcontractor portal, change-order workflows.
- Expected Benefits
- ↓ 35% bid loss · ↑ 27% margin visibility
- Challenge
- Matter intake, conflict checks and trust accounting overhead.
- CRM Solution
- Matter CRM with intake automation, conflict search, trust ledgers and e-sign.
- Expected Benefits
- ↓ 55% intake time · IOLTA-compliant
- Challenge
- B2B account complexity, distributor relationships, MRO follow-up.
- CRM Solution
- Account CRM tied to ERP, distributor portals, install-base tracking and MRO renewals.
- Expected Benefits
- ↑ 38% MRO attach · ↑ 26% distributor NPS
- Challenge
- Omnichannel customer view across POS, e-com and stores.
- CRM Solution
- Retail CRM unifying POS, web, app, loyalty, clienteling and SMS.
- Expected Benefits
- ↑ 21% repeat rate · ↑ 14% AOV
- Challenge
- Guest profiles fragmented across PMS, OTA and loyalty.
- CRM Solution
- Guest CRM with stay history, preferences, upsell, AI itineraries and feedback.
- Expected Benefits
- ↑ 18% upsell · ↑ 12% direct bookings
- Challenge
- Prospect-to-enrollment drop-off across multi-step funnels.
- CRM Solution
- Admissions CRM with funnel stages, applicant portal, AI scoring and nurture.
- Expected Benefits
- ↑ 34% yield · ↓ 41% manual touchpoints
- Challenge
- Sales, projects, time and billing in disconnected silos.
- CRM Solution
- PSA CRM tying opportunities to projects, utilization, invoicing and dunning.
- Expected Benefits
- ↑ 16pt utilization · ↑ 22% net revenue
- Challenge
- Shipper accounts, lane pricing and broker workflows fragmented.
- CRM Solution
- Freight CRM with lane analytics, broker workspaces, EDI and dock scheduling.
- Expected Benefits
- ↓ 28% empty miles · ↑ 19% margin
From first touch to renewal — one continuous loop
Every stage automated, instrumented and handed off cleanly to the next team.
Every transition is logged, scored, and surfaced as a forecast signal.
A dashboard for every role
Seven dashboards we've shipped to production — each role gets only what they need, in the language they speak.
Lead to revenue, on rails
A reference automation path — every step measurable, every handoff explicit.
One identity. Every stage.
A unified customer record that grows from anonymous visit to lifelong advocate.
Twenty platform features. Standard.
The features that take six months to bolt onto an off-the-shelf CRM — included on day one.
Plugs into your entire stack
Native connectors for the systems your teams already live in — plus a typed API and webhooks for the rest.
No integration on the list? We build it. Average new connector ships in 3–5 days.
Apple-grade native apps for sales on the move
Full feature parity with the web — plus offline mode, biometric login, push notifications and field-team workflows.
Modern. Battle-tested. Yours to inherit.
No proprietary runtimes, no esoteric DSLs — only stacks your team can hire for and own forever.
React
Next.js
Vue
Node.js
.NET
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Python
PostgreSQL
MongoDB
Redis
AWS
Azure
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FlutterReact NativeOpenAI
LangChainEnterprise-grade by default
Security designed in from the first sprint — not retrofitted at GA.
Premium reporting, out of the box
Ten production-ready chart packs. Drill-down everywhere, narrative summaries from AI, scheduled exports to email and Slack.
Helix Care — clinic network CRM
A 220-clinic healthcare network replacing Salesforce Health Cloud with a custom HIPAA-compliant CRM.
Five legacy CRMs across regions, 60% data duplication, no shared patient view, 84-day sales cycle for B2B referral contracts.
Multi-tenant microservices on AWS, HL7/FHIR sync, event-sourced timeline, AI scoring on private VPC.
Next.js · Node · Postgres · Redis · Python ML · AWS · React Native.
6 months to first go-live · 14 months to full estate migration · 0 production incidents at cutover.
"EVSORA replaced our Salesforce footprint with a CRM that actually fits how a clinic network operates. Adoption hit 98% in 60 days — something we never came close to in seven years on Salesforce."
Twelve outcomes you can measure
What clients see in the first two quarters after launch — not vanity claims.
Engage the way that fits your stage
Six engagement shapes. Pick one — switch later as the program evolves.
Scoped build, fixed price, fixed timeline. Best for MVPs and well-defined phases.
Full-stack squad embedded with your product owner. Best for evolving roadmaps.
Continuous feature delivery on a 2-week sprint cadence. Best for live CRMs.
Multi-team program, dedicated leadership, joint roadmap, MSA + SOW per stream.
Refactor and replatform an existing CRM — incremental, zero-downtime cutover.
Full migration off Salesforce, HubSpot, Zoho or Pipedrive with data, automations, reports.
Twenty enterprise CRM questions
If yours isn't here, we'll answer it on the consultation call.
Ready to build your custom CRM?
Bring us your current CRM pain — fragmented data, seat-tax sprawl, low adoption. We'll come back with a phased plan, fixed-price pilot and timeline inside a week.