EverReady: CRM Automation and Revenue Intelligence

Key Features

• Automatic Contact Capture

  Extracts contact information and enriches records by parsing email signatures.

• Activity Synchronization

  Syncs emails, calendar events, and calls from Outlook, Gmail, and MS Teams into Salesforce.

• PowerMaps

  Provides account and territory mapping to identify decision-makers and sponsors within Salesforce.

• Deal Heatmaps

  Scores and positions deals based on engagement signals to help identify at-risk opportunities.

• Contact Finder

  Designed to help users find professional mobile numbers and email addresses for prospects.

• Historical Data Recovery

  Supports the recovery of past contacts and activity history for integration into CRM or Excel export.

Use Cases

• Automating CRM Data Entry

  Supports the automatic logging of customer emails and meetings to maintain deal timelines.

• CRM Data Migration

  May be used to populate a new CRM with historical contacts and activities during a migration.

• Account Mapping

  Supports measuring relationship strength and identifying stakeholders in B2B deals.

• Sales Forecasting

  Uses engagement signals to help identify stalled opportunities or deals likely to close.

• Preserving History During Turnover

  Uses the Flashback feature to maintain customer history when a team member leaves.

Integrations

• Salesforce
• Outlook
• Gmail
• MS Teams
• Excel export

FAQ

What does EverReady automate?

It automatically captures and syncs emails, calendar events, and calls from Gmail, Outlook, and MS Teams into Salesforce, and enriches contacts using email signature parsing.

Does EverReady support historical data?

Yes, the Flashback feature is designed to recover past contacts and activity history as a one-time cost per mailbox.

Which plan is for basic activity syncing?

The EverReady Connect plan, starting at $19 per user per month, is designed for contact and activity capture and synchronization.