Evervize Information

Client Management Done Right. Now you have one place to go for all of your client information, documents, and tasks. Send and collect all documents with your clients through our secure web portal. Our iPad App and online Web Tool work together to help manage your clients more effectively from wherever you are. Take Your Office Everywhere. With Evervize, your secretary is always with you. Our solution takes your office completely mobile by providing access to all of your clients, files, presentations, and applications everywhere. Present your offering straight from the iPad, then conveniently have your client sign their documents right on your iPad. Built Just For You. We know there are times you need to draw or illustrate an example to your client, use our powerful iPad drawing tool to make your presentations become alive. Use the Notes and Audio Recorder to capture the crucial information from your appointment. You can even export client information for email or direct marketing campaigns.