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Your client list (CRM) in Eva

Updated May 25, 2026

Your client list is one of your most valuable assets, if you can actually see it. Eva keeps a full picture of every client, so you always know who matters and what to do next.

The whole story on one screen

Visit history, lifetime value, contact details, property notes, and the next visit, all in one place. No more piecing a client's story together from old texts.

Ask Eva about any client

Ask Eva about a client and she gives you the status, the spend, the next visit, and a suggested next move, in plain language. It is like having an assistant who has memorized your whole book.

See who is worth a call

Sort by top spenders, or filter by recurring, active, lead, or lapsed, so you can catch the clients who deserve attention before they drift away.

See the client CRM in detail.

Still need help?

Email hello@followeva.com and a real person will help, or browse the help center.