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EverAfter

EverAfter-icon
Application

EverAfter

Design a no-code Customer Interface

Installation
50+ installations
Évaluation

5(1)

S'identifier pour installerNécessite un abonnement à EverAfter

Exigences

Abonnement HubSpot
    Compatible avec tous les abonnements HubSpot
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Autorisations de compte HubSpot
Afficher les autorisations de compte requises
Abonnement à EverAfter
Abonnement : Business

Vue d'ensemble

Build a shared workspace with each client where you can deliver actionable success plans, personal resources, and valuable reports (all on your own!)

With EverAfter you can:

  • Create white-labeled customer hubs for low-touch onboarding, POCs, customer meetings, account dashboards, and more.
  • Display real-time data and resources directly from CRM, ticketing, calendars, and analytics.
  • Create the right plan for every segment of your customer base in bulk.

Fonctionnalités

Sync and update companies data directly from EverAfter

Easily update HubSpot fields from your EverAfter hub using our 2-way-integration. Data can be presented during customer presentations, weekly status meetings and over email.

Utilize visibility rules to show data based on HubSpot segmentation

EverAfter's visibility rules feature allows you to determine who's exposed to each one of your assets. Using the HubSpot integration you'll be able to segment audiences easily and trigger hub content accordingly.

Trigger HubSpot Workflows

Leverage EverAfter data to trigger Workflows and save valuable time by automating the post meeting process

Give your customers the power to update fields on their own

Power to the people! Give your customers the power to update missing fields on their own directly in EverAfter. That data can then feed your HubSpot CRM automagically.

Fonctionnalité de l'application

Données partagées
Source de données
Direction de synchronisation
Dans HubSpot
Dans HubSpot

Account

Entreprises

Entreprises

Account Fields

Propriétés de l'entreprise

Propriétés de l'entreprise

Account Users

Contacts

Contacts

Additional Objects

Pipelines CRM

Transactions

Pipelines CRM

Transactions

Support Requests

Tickets

Tickets

Avis

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5/5
    8 août 2022

Super simple integration that delivers!

It's early days, but EverAfter's HubSpot integration is already helping us streamline how we engage with our customers, giving us an at a glance view of deals, tickets, platforms within each account, alongside other integrated content from other platforms. It gives clients better visibility across all the live requirements we're discussing with them, and allows us to share a roadmap of ideas which are driven by future requirements/backlog items we capture in HubSpot. The ability to add client-facing labels in the EverAfter account view (so that clients don't see 'Deals' and 'Tickets', but labels that are more meaningful to them) is a nice touch too.

Quel problème essayez-vous de résoudre ?

We're using EverAfter for client communication and and relationship management. The integration with HubSpot is really easy to set up and configure - being able to pull through live object data and present that to clients is really helping us shape conversations with our customers.

Qu'aimez-vous ?

Ease of integration - initially takes <1 minute, then individual object integration is really simple too. The filtering options are easy to configure too (e.g. just showing objects based on relevant criteria is configured at widget level, giving you full control over which properties are passed through into the EverAfter view).

Que n'aimez-vous pas ?

The UI for integrated HubSpot objects can be a little clunky - you'll need to play around with what properties you want to bring over to display to optimise how your data presents to users.

  • Bradshaw, J.

  • Technologie - Logiciel
  • 26 à 50 employés

Business

29 000 $US

/an

Get access to our complete Customer Experience Portal Software.

  • Contact us for different packaging and pricing details.

Business

29 000 $US

/an

Get access to our complete Customer Experience Portal Software.

  • Contact us for different packaging and pricing details.

* Les prix mentionnés ici sont uniquement présentés à titre indicatif. Tous les prix n'incluent pas les taxes, les offres spéciales, les réductions ni les autres facteurs pouvant affecter les tarifs. Vous devez contacter le partenaire pour obtenir les tarifs les plus récents. HubSpot n'assume aucune responsabilité pour les informations de tarification fournies par ses partenaires. Dernière mise à jour des prix : 11/07/2024

Informations supplémentaires

Créé par
EverAfter AI Ltd.
Installation
50+ installations
Catégories
Langues dans lesquelles cette application est disponible
Anglais

Nouveautés

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