EverAfter Features

Provides users a customer-specific score to determine the overall satisfaction of each customer. This feature was mentioned in 40 EverAfter reviews.

As reported in 53 EverAfter reviews. Monitor customer actions overall as well as their interactions with different teams within the company, such as the support team

Gain a holistic view of your customers. Create customer profiles based on data pulled in from multiple sources including CRMs, service desks, marketing tools, and financial systems such as accounting and payroll software. 55 reviewers of EverAfter have provided feedback on this feature.

Create and structure key customer success processes into a "playbook" to create unified team best practices for handling customers. 50 reviewers of EverAfter have provided feedback on this feature.

Separate customers into similar segments based on criteria such as subscription models, support needs, or usage behaviors to allow for more personalized and specific attention. 43 reviewers of EverAfter have provided feedback on this feature.

Based on 47 EverAfter reviews. Identify which customers are getting the most out of your products or services and highlight those who have not yet fully adopted or may need further training.

Allows users to create and send out surveys to customers to determine net promoter scores and other key satisfaction information. This feature was mentioned in 38 EverAfter reviews.

As reported in 36 EverAfter reviews. Calculates the risk that your customers will not renew or continue using your product or service.

Based on 37 EverAfter reviews. Discovers and highlights factors that lead to upsell opportunities.

Allows users to set custom triggers to signal actions that will lead a customer to act in a particular way. This feature was mentioned in 39 EverAfter reviews.

Ability for the platform to learn and improve predictions based on previous customer behavior and a growing database of customer information. This feature was mentioned in 34 EverAfter reviews.

Based on 51 EverAfter reviews. Access pre-built and custom reports and dashboards for viewing

As reported in 52 EverAfter reviews. The number of sources from which the platform can pull customer data and how well those integrations are supported.

Ability to input, modify, and extract data from the application in bulk through a structured file. 50 reviewers of EverAfter have provided feedback on this feature.

Automates everday customer success functions for more efficient and effective day-to-day processes. 49 reviewers of EverAfter have provided feedback on this feature.

As reported in 57 EverAfter reviews. Set alerts for customer actions in order to respond quickly and proactively.

As reported in 56 EverAfter reviews. Allows administrators to accommodate their unique process. Includes ability to create custom objects, fields, rules, calculations, and views.

Ability for the platform to grow with the user's company and support an increasing number of customers and users within the platform. 55 reviewers of EverAfter have provided feedback on this feature.

As reported in 40 EverAfter reviews. The measures taken to ensure that the customer data being held within the platform is being hosted in a safe environment and is not prone to risks.

Based on 52 EverAfter reviews. Software is consistently available (uptime) and allows users to complete tasks quickly because they are not waiting for the software to respond.

Based on 57 EverAfter reviews. Grant access to select data, features, objects, etc. based on the users, user role, groups, etc.

Assigns information access rights based on company, role, or group

Includes systems for assigning leads and projects based on region, bidding, or other factors

Allows partners to move deals into the main channel while retaining input and receiving compensation

Provides a private portal for each partner

Acts as a repository for marketing, advertising, and sales collateral

Enables multiple partners to collaborate on appropriate projects

Enables businesses to track actions taken towards a business' strategy with their partners.

Ability to share a calendar with partners to schedule and plan meetings.

Allows users to simultaneously collaborate on a document within the application. This feature was mentioned in 41 EverAfter reviews.

Stores different versions of a document. 29 reviewers of EverAfter have provided feedback on this feature.

Allows users to provide an e-signature within the platform. 22 reviewers of EverAfter have provided feedback on this feature.

Allows businesses to request files from clients. 29 reviewers of EverAfter have provided feedback on this feature.

Allows businesses to solicit feedback on projects or documents from clients. This feature was mentioned in 29 EverAfter reviews.

As reported in 26 EverAfter reviews. Provides billing and invoicing within the application.

Provides internal and/or external instant messaging capability. This feature was mentioned in 28 EverAfter reviews.

Based on 39 EverAfter reviews. Offer project management features like task creation and tracking within the application.

Offer analytics concerning productivity or client engagement. This feature was mentioned in 32 EverAfter reviews.

Allows businesses to track time spent on projects within the application. 31 reviewers of EverAfter have provided feedback on this feature.

As reported in 22 EverAfter reviews. Provides a mobile application.

Provide customizable workflows for onboarding activities and tasks. This feature was mentioned in 52 EverAfter reviews.

Include templates for onboarding project plans and documents. This feature was mentioned in 54 EverAfter reviews.

Generate checklists to monitor the prograss of onboarding projects. This feature was mentioned in 58 EverAfter reviews.

Track tasks, project, and dependencies using timeline views or GANTT charts. 50 reviewers of EverAfter have provided feedback on this feature.

Allocate resources to tasks and projects, and track their costs. This feature was mentioned in 56 EverAfter reviews.

Manage onboarding documents, training materials, and other content. This feature was mentioned in 58 EverAfter reviews.

As reported in 58 EverAfter reviews. Assign and track onboarding tasks to internal and external stakeholders.

Identify trends and analysis that can be used to optimize onboarding. 49 reviewers of EverAfter have provided feedback on this feature.

As reported in 57 EverAfter reviews. Provider a portal for customers and external users to collaborate and share documents.

Include features to keep customers engaged such as internal communications. This feature was mentioned in 58 EverAfter reviews.

As reported in 52 EverAfter reviews. Create white-label portals by customer, product, or project.

Provide multiple levels of visibility accrosss all onboarding stages. This feature was mentioned in 57 EverAfter reviews.

As reported in 57 EverAfter reviews. Allow internal and external users to collaborate without loging into the system.