Sales & Service
Win customers, deliver projects and serve them well.
Why Sales & Service on eVitalyst
Growth depends on three things working together: winning the right customers, delivering what was sold at a profit, and serving customers well enough that they come back. In many businesses these live in separate tools, so sales promises what operations cannot deliver, projects overrun without anyone noticing, and service teams have no idea what the customer bought.
eVitalyst brings the customer journey onto one platform. Leads and opportunities flow into quotations, orders, deliveries and invoices without re-keying. Projects track every purchase, material and hour against budget, so margin is visible while the work is still running. Service requests are handled against agreed service levels, with the full customer history in front of the agent.
The business benefit is simple: a faster order-to-cash cycle, fewer loss-making jobs, and customers who are served by people who know their history.
What changes with eVitalyst
- Leads tracked in personal spreadsheetsOne pipeline the whole team and management can see
- Quotations re-typed into orders and invoicesQuotation to order to invoice in a few clicks
- Project margin known only at the endMargin visible while the project is still running
- Service requests lost in emailEvery request tracked against its SLA
Sales & Service, start to finish
- 01
Win
Leads and opportunities move through the pipeline.
- 02
Quote & sell
Quotations become orders without re-keying.
- 03
Deliver
Projects and orders delivered on time and on budget.
- 04
Serve
Requests handled within SLA, history kept.
Everything in Sales & Service
Why businesses run Sales & Service on eVitalyst
A 360-degree customer view
Leads, orders, projects, invoices, payments and service requests on one record.
Faster order-to-cash
No re-keying between quotation, order, delivery, invoice and collection.
Profitable delivery
Projects and job orders tracked to their true cost and margin.
Service within SLA
Requests prioritised and measured against agreed service levels.
Industry depth
Includes insurance brokerage operations: policies, renewals and commissions.
Sales insight on demand
Dashboards and AI answers on pipeline, orders and receivables.
Sales & Service, answered
What does eVitalyst Sales & Service include?
Sales, CRM, Projects, Service & Requests and Insurance, connected to finance and supply chain.
Is eVitalyst CRM a separate system?
No. CRM is part of the ERP, so won deals become quotations and orders directly.
Can we see project margin in real time?
Yes. Purchases, materials, time and invoices are tied to each project as they happen.
Does it support service level agreements?
Yes. Service & Requests measures response and resolution against SLAs.
Is it suitable for contractors and service companies?
Yes. Projects, job orders and service management are designed for them.
Ask AI about your Sales & Service data
Your Sales & Service data data is already in eVitalyst. Ask questions in plain language, build dashboards without a developer and get insights while you enter data.
Let's talk about Sales & Service
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