Sales, projects, and money — one connected system, not six.
EvoMerge runs your pipeline, project delivery, financial operations, and client portals on the same accounts, contacts, and projects. A deal won becomes a staffed project, logged time rolls into its budget, and one report shows all of it — with a live AI connector that can act on your data in plain English.
Built to run a real business, not just track it
Every piece reads from the same accounts, contacts, and projects — so a sale, a staffed project, a logged hour, and an invoice are all part of the same story instead of four disconnected exports.
Sales & Pipeline
Companies, contacts, and deals staged through your own pipeline, with a full activity history on every record.
Project Delivery
Traditional phases or Agile sprints on the same platform, with a live timeline and Budget Health that shows a slipping project before it's a surprise.
Financial Operations
Estimates through invoicing, plus bank/card accounts, tax-line mapping, and a budget picture built toward filing-ready, not a spreadsheet.
Claude can operate EvoMerge directly
A production Model Context Protocol (MCP) connector lets Claude read and act on real platform data in plain English — not a slide, a working connector.
Client portals, learning management, and reporting
Private Client Portals
Your customers get their own branded sign-in — billing, announcements, and direct messaging — without ever seeing the rest of your system.
Live Dashboards
Pipeline value, project health, and revenue, charted and current — click through from a chart straight to 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.