Sales, projects, and money in one connected system.
EvoMerge runs your pipeline, project delivery, financial operations, and client portals on the same accounts, contacts, and projects. When a deal is won it becomes a staffed project, logged time rolls into the budget, and one report shows all of it. There's also an AI connector built in, so you can ask for things in plain English.
Built to run a business, not just keep records
Everything reads from the same accounts, contacts, and projects. A sale, a staffed project, a logged hour, and an invoice are part of one story instead of four separate exports.
Sales & Pipeline
Companies, contacts, and deals move through your own pipeline, with a full activity history on every record.
Project Delivery
Run traditional phases or Agile sprints on the same platform. A live timeline and Budget Health flag a slipping project before it becomes a surprise.
Financial Operations
Estimates through invoicing, plus bank and card accounts, tax-line mapping, and a budget picture that works toward filing-ready.
Claude can work inside EvoMerge
A production Model Context Protocol (MCP) connector lets Claude read and update real platform data when you ask in plain English. It works with your own permissions, so it only sees what you can see.
Client portals, learning management, and reporting
Private Client Portals
Your customers get their own branded sign-in for billing, announcements, and direct messages. They never see the rest of your system.
Live Dashboards
Pipeline value, project health, and revenue, charted and current. Click a chart to land on the records behind it.
See it running on your own data
30 days free, no credit card required. Set up your company and see if it fits before anything is asked of you.