With Evo Home Client Manager you can:

Create or upload quotes, invoices, contracts and send images and updates to multiple clients at a time

Approve or sign any file with a fully customisable signature flow and automatic document exchange

Let the app do the chasing: automatic reminders for your clients when they must give their approval or signature

Integration Summary

Your customers would like to know what's happening with the construction of their newly bought property? The Evo home Customer Management Platform facilitates the follow up, coordination and notification of your customers. In one shot they can learn about what's happening with their property: construction calendar, budget and all that matters, while automatising
the exchange of documentation like quotes and contracts with digital signature.

It is a cloud based data management tool, which your clients can access through desktop or mobile. Here are some of the things it can do for you:
- Create or upload quotes, invoices, contracts and amendments to contracts
- Approve or sign any file with a fully customizable and automatic signature flow
- Ensure your signatures are legally binding and secured with our free DocuSign integration, already included
- Customise the construction stages for your properties to keep your clients informed of what's going on
- Upload images to show construction progress, material's samples, 3D renders or anything you wish
- Add important dates to your client's calendars
- Let the app do the chasing: automatic reminders for your clients when they need to approve or sign something
- Get notifications of your client's actions
- Easy overview and management of all your files and their status

How it works

The Evo Home Client Manager is client portal where client can follow up on their real estate project while boosting your customer service engagement. It helps construction and development agents get a smoother and more efficient relationship with their customers.

The platform keeps your clients informed of the different steps, processes and documentation related to their property, from the moment they buy it until it is delivered to them. It allows agents to have an overview of their clients financial documents (such as quotes, invoices or contracts) while understanding at a glance the status of each file for any property or even building. Send images of the construction site to all your clients, follow any new request on their end, and control the performance of other agents on your team.

Integration Requirements

Evo Home Client Manager subscription

Helpful Links

Evo Home Client Management website

About Evo Home

We specialize in digital tools to simplify the journey of real estate customers. Our deep knowledge in the construction and real estate industries allow us to create cloud-based software that helps development, construction and brokerage companies to alleviate the pain of customer management, so they can focus on what matters: better properties and happier customers. If you want to know more about us visit https://evo-home.com/