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From first contact to contract.

Deals are almost always lost in the dead time: the reply that comes the next day, the quote that waits, the follow-up nobody remembers. Here is an example deal, stage by stage, with the times before and with Evo.

The deal

Six stages, one contract.

A hotel wants air conditioning in forty rooms. For each stage: what happens, who does it and how much time goes by.

  1. Stage 01Tuesday, 10:40 pm

    The contact

    The hotel manager writes in the website chat. Evo replies straight away, asks the questions that matter (rooms, current system, timing of the works) and saves the contact.

    BeforeThe next morning
    With EvoRight away
  2. Stage 02Tuesday, 10:45 pm

    The qualification

    Evo checks the request against the criteria you gave it (type of customer, size, area) and marks it as a priority, with a record in the CRM.

    BeforeA day
    With EvoA few minutes
  3. Stage 03Wednesday, 8:30 am

    The first reply

    The salesperson finds the record and an email already written, with two free slots for the site visit taken from their calendar. They read it through and send it.

    BeforeTwo days
    With EvoBy mid-morning
  4. Stage 04Friday

    The quote

    After the visit Evo drafts the quote from the price list and the visit notes. The salesperson checks prices and discounts and approves it.

    BeforeA week
    With EvoTwo days
  5. Stage 05Five days later

    The follow-up

    No answer from the hotel. Evo had made a note: it writes a follow-up message and, if the salesperson wishes, calls to set up a meeting.

    BeforeOften never
    With EvoOn the agreed day
  6. Stage 06The following week

    The meeting

    Evo joins the video call, takes notes and sends everyone the minutes with what was decided and who does what. The contract starts from there.

    BeforeNotes from memory
    With EvoMinutes the same day

EstimateTimes estimated for the example, to show the difference: they are not a measurement.

From the first message to the meeting

Before
about three weeks
With Evo
about one week

Contract signed

A person signs the contract. Evo removed the waiting between one stage and the next.

What makes it possible

Who worked on the deal.

Each takes a stage; together they never lose the thread.

  • 01

    Website widget

    Welcomes the contact on the website at any hour, asks the first questions and saves the details.

    From the Starter plan

  • 02

    AI automations and workflows

    Takes every new contact, scores it against your criteria and sends it to the CRM, always the same way.

    From the Growth plan, with 2 automations

  • 03

    Digital employee

    Writes emails and quotes, keeps the calendar, remembers follow-ups, makes calls and joins meetings with the minutes.

    From the Growth plan, €99 a month per seat

  • 04

    AI phone service

    Answers people calling for a quote, collects the details and books the site visit.

    From the Starter plan, transcription included

Frequently asked questions

What people ask us.

  • Does Evo email customers on its own?

    Only if you decide so. You can have it prepare drafts and approve them one by one, or let it send simple messages on its own, like an appointment confirmation.

  • Does it connect to our CRM?

    Yes: with a connector or with an automation that sends the data to the CRM you use. Custom integrations are available from the Business plan.

  • Can it phone customers?

    Yes. The digital employee can call from the company number, for example to book an appointment or follow up, and always introduces itself as an AI assistant. Call campaigns to many contacts are available from the Scale plan.

  • How does it know which contacts are interesting?

    You tell it: type of customer, size, area, budget or any other criterion. Evo always applies them the same way and writes down why it gave that priority.

  • Who decides prices and discounts?

    The salesperson. Evo drafts from the price list you give it and flags what is missing; prices, discounts and terms are approved by a person.

Where do your deals stall?

Tell us your customers' journey: together we'll find the stage to start from.