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– Evervize Review

Product Snapshot

Product Pricing

Basis Package $49
Pro Package $79
Multi-User Enterprise Package (Custom Pricing)


Product is a SaaS solution and requires no additional hardware for installation.

Customer Focus

Product is ideal for companies with 1-100 users. Our software is developed for the Financial Services industry to include those working in Insurance, Securities, Accounting/Tax, Estate Planning Attorneys, Real Estate, Mortgage Brokers


About Evervize CRM

- Evervize Evervize is a CRM software solution for financial professionals. Evervize is a cloud-based software solution for business professionals to more effectively manage clientele, transfer documents securely, present offering, and stay in compliance. The software was developed based upon interviews and feedback from business professionals. The platform provides the opportunity to manage businesses from anywhere in the world, developing the latest technologies into their application to help businesses generate more revenue.

About the Company

Evervize software was developed by co-founders Ryan Sandberg and Richard Kettley in Los Angeles, California.

Evervize Key Features

  • Share and collect documents securely with client portal
  • Multi-user system
  • Create groups and share clients & documents within your company
  • Create audit groups
  • Client relationship management (CRM)
  • Cloud storage
  • Document library, preview and eSign
  • PDF annotations
  • Client file management
  • Simple client data import
  • Data export
  • Online/offline iPad access
  • Enterprise level security
  • Audio voice recorder
  • Notes (date & time stamped)

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