EVA Finance
Enhance client management and streamline sales processes with EVA Finance's sophisticated CRM system designed for financial professionals.
Product Overview
EVA Finance offers an advanced CRM solution designed to optimize client interactions and sales workflows for those in the finance sector. While it lacks a mobile application at this time, its comprehensive features support seamless data sharing. This software continues to be a preferred option for improving client management and boosting operational productivity.
Product Details
What Is EVA Finance?
EVA Finance serves as a comprehensive CRM solution tailored for financial experts, providing an in-depth look at client interactions while streamlining customer management. This platform enables users to handle client relationships swiftly and on an individual basis, ultimately allowing more time for sales efforts and driving greater profitability.
EVA Finance Pricing
The provider presents three distinct pricing tiers for EVA Finance:
Expert – €49.00
Business – €99.00
Enterprise – Custom pricing
Furthermore, a 3-month free trial is available. You can obtain a tailored quote for EVA Finance based on your organization's specific needs and preferences.
Please note that pricing may vary.
EVA Finance Integrations
The software is compatible with various systems and platforms, including:
Baufinex
Starpool
Finmas
Qualitypool
Outlook
To explore its integration capabilities further, be sure to watch the EVA Finance demo.
Who Is EVA Finance For?
This software is designed for professionals in the following fields:
Finance
Banking
Taxation
Consulting
Is EVA Finance Right For You?
If you are part of a financial organization looking for a robust CRM system to enhance client interactions and improve sales workflows, EVA Finance could be an ideal solution. The software prioritizes the protection of sensitive information by adhering to the guidelines set forth by the General Data Protection Regulation (GDPR).
If you still have questions about whether EVA Finance meets your needs, feel free to reach out to our customer support team at info@softwareseekers.com for additional assistance.
CRM Software Features
cancel
Security
cancel
Training
cancel
Dashboard
cancel
Invoicing
cancel
Reporting
cancel
Timeclock
cancel
Mobile App
cancel
Mobile CRM
cancel
Purchasing
cancel
Online Help
cancel
AI Analytics
cancel
Audit Trails
cancel
ChatGPT said:
cancel
Integrations
cancel
Lead Routing
cancel
Sales Orders
cancel
Client Portal
cancel
HR Compliance
cancel
Insurance CRM
cancel
Time Tracking
cancel
CRM for Retail
cancel
Healthcare CRM
cancel
Mobile CRM App
cancel
Sales Pipeline
cancel
Sales Tracking
cancel
Tax Management
cancel
Budget Tracking
cancel
Case Management
cancel
CRM for Coaches
cancel
CRM for Outlook
cancel
CRM Integration
cancel
Deployment Type
cancel
Email Marketing
cancel
Lead Generation
check_circle
Lead Management
cancel
Market Position
cancel
Task Management
cancel
Accounts Payable
cancel
CRM for Facebook
cancel
CRM for Startups
cancel
Customer Support
cancel
Distribution CRM
cancel
Donor Management
cancel
Event Management
cancel
Expense Tracking
cancel
Fundraising Tool
cancel
Grant Management
cancel
Sales Automation
cancel
Activity Tracking
cancel
Budget Management
cancel
CRM for B2B Sales
cancel
CRM for Education
cancel
CRM for Marketing
cancel
Donation Tracking
check_circle
Email Integration
cancel
Fundraising Tools
cancel
Project Templates
check_circle
Sales Forecasting
cancel
Vendor Management
cancel
Activity Dashboard
check_circle
Contact Management
cancel
Content Management
cancel
CRM for Healthcare
cancel
CRM for Nonprofits
cancel
Financial Tracking
cancel
Hotel CRM Software
cancel
Invoice Management
cancel
Payment Processing
cancel
Payroll Processing
cancel
Project Scheduling
cancel
Route Optimization
cancel
Accounts Receivable
cancel
Alerts/Notifications
cancel
Analytics & Reporting
cancel
Automated Workflows
cancel
Bank Reconciliation
cancel
Campaign Management
cancel
Collaboration Tools
cancel
Contract Management
cancel
CRM for Consultants
cancel
CRM for Contractors
cancel
CRM for Field Sales
cancel
CRM for Freelancers
cancel
CRM for Hospitality
cancel
CRM for Real Estate
cancel
CRM for Restaurants
cancel
CRM for Sales Teams
cancel
CRM for Wholesalers
cancel
Customer Management
cancel
Document Management
cancel
Employee Management
cancel
Employee Onboarding
cancel
Financial Reporting
cancel
Marketing Campaigns
cancel
Mobile CRM Software
cancel
Online CRM Software
cancel
Reporting & Analytics
cancel
Resource Allocation
cancel
Workflow Automation
cancel
Android CRM Software
cancel
Banking CRM Software
cancel
CRM for Associations
cancel
CRM for Distributors
cancel
Higher Education CRM
cancel
Inventory Management
cancel
IT Ticketing Systems
cancel
Marketing Automation
cancel
Merchandise Transfer
cancel
Multi‑Channel Support
cancel
Performance Tracking
cancel
Quotation Management
cancel
Volunteer Management
cancel
Warehouse Management
cancel
Compliance Management
cancel
CRM for Loan Officers
check_circle
Customer Segmentation
cancel
Membership Management
cancel
Mortgage CRM Software
cancel
Multi-Channel Support
cancel
Productivity Tracking
cancel
Safety and Compliance
cancel
CRM for Digital Agency
cancel
CRM for Small Business
cancel
Ecommerce CRM Software
cancel
Financial CRM Software
cancel
Guest Intelligence CRM
cancel
Multi-Currency Support
check_circle
Opportunity Management
cancel
Performance Management
cancel
Sales Enablement Tools
check_circle
Analytics And Reporting
cancel
Consulting CRM Software
cancel
CRM for Media Companies
check_circle
Customer Service/Support
cancel
Customizable Dashboards
cancel
Enterprise CRM Software
cancel
Recipe & Menu Engineering
cancel
Registration Management
cancel
Reporting and Analytics
cancel
Sales Pipeline Tracking
cancel
Sales Tracking Software
cancel
Social Media Management
cancel
Alerts and Notifications
cancel
Communication management
cancel
CRM for Event Management
cancel
CRM for Insurance Agents
cancel
CRM for Marketing Agency
cancel
CRM for Mortgage Brokers
cancel
CRM for Rental Companies
cancel
Customer Service & Support
check_circle
Deal Pipeline Management
cancel
Multi-channel management
cancel
Omnichannel CRM Software
cancel
Social Media Integration
cancel
Task & Activity Management
cancel
Training and Development
cancel
Automated Purchase Orders
cancel
Budgeting and Forecasting
cancel
CRM for Equipment Dealers
cancel
CRM for Insurance Brokers
cancel
CRM for Service Providers
cancel
Customer Service Software
cancel
Customizable HR Workflows
cancel
Email Integration (implied)
cancel
Mobile CRM / Mobile CRM App
cancel
Sales Pipeline Management
cancel
AI-Integrated CRM Solution
cancel
CRM for Content Management
cancel
CRM for Financial Advisors
cancel
CRM for Financial Services
cancel
CRM for Logistics Industry
cancel
CRM for Outside Sales Reps
cancel
CRM for Project Management
cancel
CRM for Real Estate Agents
cancel
Customer Support Ticketing
cancel
Sales Engagement Platforms
cancel
Account Management Software
cancel
Channel Management Software
cancel
Contact Management Software
cancel
CRM for Political Campaigns
cancel
CRM for Training Management
cancel
CRM for Workflow Management
cancel
Email Marketing Integration
cancel
Sales Acceleration Software
cancel
Small Business CRM Software
cancel
Auto Dealership CRM Software
cancel
CRM for Construction Company
cancel
Customer Engagement Platform
cancel
Employee Database Management
cancel
Task and Activity Management
cancel
Task Assignment and Tracking
cancel
Time and Attendance Tracking
cancel
CRM for Professional Services
cancel
Customer Feedback and Surveys
cancel
Investor/Customer Segmentation
cancel
CRM for Manufacturing Business
cancel
CRM for Social Media Marketing
cancel
CRM for Health Insurance Agents
cancel
CRM for Real Estate Wholesalers
check_circle
Customer Communication Tracking
cancel
Employee Information Management
cancel
Project Planning and Scheduling
cancel
Sales Force Automation Software
cancel
Sales Forecasting (via analytics)
cancel
Appointment Management/Scheduling
cancel
CRM for Digital Marketing Agency
cancel
CRM for Membership Organizations
cancel
Delivery Planning And Scheduling
cancel
Integration With Marketing Tools
cancel
Integration with Third‑Party Apps
cancel
Mobile CRM (implied mobile access)
cancel
CRM Software for Accounting Firms
cancel
Email Integration / Email Marketing
cancel
Integration with Third-Party Apps
cancel
Cloud Based CRM for Small Business
cancel
Mobile CRM Analytics And Reporting
cancel
Recruitment and Applicant Tracking
cancel
Task Management Alerts/Notifications
cancel
Customer Relationship Management (CRM)
cancel
Opportunity & Deal Pipeline Management
cancel
Workflow Automation/Automated Workflows
cancel
Sales Pipeline / Deal Pipeline Management
cancel
Workflow Automation / Automated Workflows
cancel
Social Media Integration (via integration)
cancel
Sales Forecasting (pipeline value tracking)
cancel
CRM for Offices and Public Administrations
cancel
Multi-Channel Support (Email, SMS, WhatsApp, Chat)
cancel
Analytics and Reporting/Reporting and Analytics
cancel
Analytics and Reporting / Reporting and Analytics
cancel
Case/Support Ticketing (Customer Support Ticketing)
cancel
Deal Pipeline Management / Sales Pipeline Tracking
cancel
Social Media Integration (lead capture from social channels)
Pros & Cons
Pros
checkAutomated communication efficiency
checkEnhanced performance tracking
checkStreamlined client management
Cons
closeLacks a mobile app
closeNo API integrations
User Reviews
0.0
star
star
star
star
star
0 reviews
rate_review
No reviews yet
Be the first to share your experience with EVA Finance.
Frequently Asked Questions
The platform has three pricing plans: Expert (€49.00), Business (€99.00), and Enterprise (custom pricing). It also provides a 3-month free trial period. Get a flexible EVA Finance price today.
The platform offers phone, email, and form submission support options.
It supports the German and English languages.
Typical users include consultation, finance, bank, and taxation industries and sectors.
No, it does not have a mobile app.
The software integrates with Finmas, Outlook, Baufinex, Starpool, and Qualitypool.
No, it does not offer an API.
Still deciding on EVA Finance?
Talk to a specialist — they'll compare it against your shortlist for free.