Portfolio & data teamsCore ready · pack on the roadmap
Keep your people and organisation portfolio clean, owned and up to date.
Person records, duplicate checks and merging, data-health checks, groups, import and export, WhatsApp, tasks and reports are ready today on the shared core. Stand-alone company records, ownership history and a verification queue come with the portfolio pack.
Three familiar problems
The same person is stored three times with different spellings, and no one knows which is right.
It is unclear who owns a record; when a rep leaves, the portfolio scatters.
Every import means manual mapping and clean-up; missing data is only noticed when someone needs it.
How it works in EVOS
Duplicate checks and merging
The same number cannot be entered twice; possible duplicates are listed and a merge keeps both records linked.
Ownership and visibility
Every record has an owner; a rep only sees their own records and the countries assigned to them.
Data health
The data check flags incomplete and suspicious records instead of deleting them; groups and export prepare target lists.
Modules you get
This sector's template turns on the modules below when your company space is opened. Each module can be turned on or off later; turning one off deletes no data.
Shared core
- Overview
- Awaiting you
- Contacts
- Entities & VIP
- Visitors & Media
- Tasks & Calendar
- Notes
- Messages / WhatsApp
- Announcements
- Reports
- My Files
- Finance
- Users
- Teams
- HR
- Audit Log
- Settings
- User guide
Coming with the sector pack
The items below are not in EVOS today; they are on the roadmap as phase P5. The order will be set by the first customers' needs.
- Stand-alone company records and person–company linksPlanned
- Ownership history and hand-overPlanned
- Territory rulesPlanned
- Configurable duplicate rulesPlanned
- General import mapping and a verification queuePlanned
In your sector's words
The template defines the names used on screen for your sector. These names are being rolled out across the whole panel step by step.
- People records
- Contacts
- Who attends
- Contacts
- Events screen
- Events
- Attendance screen
- Attendance
Frequently asked
Can we store a company without a contact person?
Today company details live on the person record or in the organisations module. Stand-alone company records are the first step of the portfolio pack.
Can we hold portfolios on behalf of other companies?
Each company works in its own separate database. A “client's client” model is still being decided.
Contact
Book a walkthrough: Portfolio & data teams
Tell us about your workflow and team; we will show what is ready today on your own work and agree together what you need from the pack.
What happens next?
We get back to you on the channel you used and agree on a short call.
On the call we show EVOS using your own fair flow.
If it fits, we open your workspace with its own database.
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