--- title: "Everwin CXM Software Pricing, Alternatives & More 2026 | Capterra" description: "With the help of Capterra, learn about Everwin CXM Software - reviews, pricing plans, popular comparisons to other Productivity products and more." source_url: "https://www.capterra.com/p/181544/Everwin-CXM/" page_type: "product" language: "en" --- # Everwin CXM Software Review 2026: Features, Reviews, Integrations, Pros & Cons Last updated on September 16, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[FAQs](#faqs)[Features](#features)[Pricing](#pricing)[Support](#support) Everwin CXM ## What is Everwin CXM? Everwin CXM is a full-fledged prospecting and customer relations software that makes every employee productive and automates various administrative tasks. ## What is Everwin CXM used for? [Lead Capture](https://www.capterra.com/lead-capture-software/)[Productivity](https://www.capterra.com/productivity-software/)[Customer Journey Mapping Tools](https://www.capterra.com/customer-journey-mapping-tools-software/) Top alternative Featured Overall rating Based on 0 user reviews Reviews sentiment Positive \- Neutral \- Negative \- Starting price €5000 Per User, Per Month Free trial available Free version not included Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... Do you work for Everwin CXM?[Manage this product listing](https://www.g2.com/products/everwin/claim_requests/new?auto=true) ## Everwin CXM Overview Updated September 2026 AI summary Everwin CXM is a cloud-based solution designed for small businesses seeking to organize tasks and manage customer relationships. Covering task management, CRM, and sales enablement, it offers features such as calendar management, collaboration tools, recurring tasks, and workflow management. Notable capabilities include email-to-task conversion, reporting, mobile access, and integration with third-party applications. ## Compare with a popular alternative Capterra selects software alternatives based on relevant features, verified user reviews and user interactions. Placement may be influenced by client status. ### Everwin CXM 0.0 VS. [4.3 (716)](https://www.capterra.com/p/75130/Marketo-Lead-Management/reviews/) Starting Price €5000 Per Feature Starting Price Contact vendor Free Trial Free Version Pricing Options Free Trial Free Version Ease Of Use 0.0 (0) Ease Of Use 3.8 (912) Value For Money 0.0 (0) Value For Money 3.9 (831) Customer Service 0.0 (0) Customer Service 3.9 (851) ## Everwin CXM alternatives Highest Rated [EngageBay CRM](https://www.capterra.com/p/178819/EngageBay-Marketing/) [4.6 (912)](https://www.capterra.com/p/178819/EngageBay-Marketing/reviews/) Starting price $14.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 97% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/178819/EngageBay-Marketing/) [Bitrix24](https://www.capterra.com/p/113540/Bitrix24/) [4.2 (1,005)](https://www.capterra.com/p/113540/Bitrix24/reviews/) Starting price $69.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 82% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/113540/Bitrix24/) [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) [4.5 (3,062)](https://www.capterra.com/p/132666/Pipedrive/reviews/) Starting price $19.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 93% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/132666/Pipedrive/) [Agile CRM](https://www.capterra.com/p/135148/Agile-CRM/) [4.1 (526)](https://www.capterra.com/p/135148/Agile-CRM/reviews/) Starting price $8.99 Per User, Per Month Pricing Options Free Trial Free Version User Rating 79% of reviewers rated it above 4 stars [Learn More](https://www.capterra.com/p/135148/Agile-CRM/) ## FAQs about Everwin CXM Overview ### What company size and specific industries is Everwin CXM built for? Everwin CXM is designed for small to midsize service companies, including consulting firms, communication agencies, software publishers, IT services businesses, designers, and engineers. It fits organizations that manage professional services work and need a system suited to service-based operations across those sectors. Features and Usability ### What are the key features of Everwin CXM? Everwin CXM offers CRM and contact management, lead capture and lead qualification, and pipeline management for sales tracking. It also includes campaign management, email marketing, landing pages/web forms, workflow management, reporting and analytics, customizable reports, task management, and third-party integrations for marketing and sales operations. Getting Started and Support ### What training and onboarding options does Everwin CXM offer? Everwin CXM provides live online training for teams getting started. Live online sessions support guided setup, feature walkthroughs, and direct instruction from a trainer. No other training formats are confirmed in the catalog data. ## Features AI summary Based on 23,605 Productivity reviews Capterra data shows that buyers of task management software rank the following features as their top priorities: - **Workflow Management** (**49%** of reviewers rated this feature as critical) - **Task Scheduling** (**46%**) - **Task Editing** (**44%**) Everwin CXM supports all three features reviewers rate most important: **Task Scheduling**, **Task Editing**, and **Workflow Management**. Together, these capabilities help teams plan work, update tasks as priorities change, and manage processes more consistently, allowing teams to keep projects moving and maintain better day-to-day coordination. A/B Testing Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness Action Management Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal Activity Dashboard Dashboard to view the status of ongoing processes, identify current incidents and track past activities Activity Tracking Track and document all activities across devices, networks, and other systems Alerts/Notifications Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges API Application programming interface that allows for integration with other systems/databases Everwin CXM 68 features ### All Features - A/B Testing: Test multiple versions of emails, forms, content, or other campaign elements to gauge effectiveness - Action Management: Detailed plan including steps, milestones, assignments, and timeline needed to complete a project, strategy or goal - Activity Dashboard: Dashboard to view the status of ongoing processes, identify current incidents and track past activities - Activity Tracking: Track and document all activities across devices, networks, and other systems - Alerts/Notifications: Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges - API: Application programming interface that allows for integration with other systems/databases - Calendar/Reminder System: Notifications/alerts for upcoming events or tasks - Campaign Management: Create a collection of marketing actions to complete specific goals and plan and analyze campaign results - Collaboration Tools: Provides a channel for team members to share AI models, media files, communicate, and work together - Contact Database: Centralized database of stakeholders and their contact information such as names, address, phone number etc. - Contact Management: Manage, organize, and store contact information - Content Delivery: Distributing content through various platforms or channels - CRM: Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system - Customer Profiles: Record customer information, purchase history, and other notes - Customizable Reports: Alter the layout and content of reports - Customizable Templates: Pre-designed layouts that can be customized to match preferences and requirements - Dashboard: Assembly of graphs and charts for visualizing and tracking statistics/metrics - Data Extraction: Automatically retrieve and pull information from documents, websites, images, data sets, and other sources - Data Import/Export: Import and export data to and from software applications - Data Visualization: Graphical representation of data - Document Storage: Store and organize documents in a centralized system - Email Management: Manage, store and organize emails within the system or via third-party apps - Email Marketing: Create and send email blasts/campaigns - Email-to-Task Conversion: Convert emails into tasks - For Sales Teams/Organizations: Caters to sales teams - Forecasting: Form predictions based on past and present data/trends - Goal Management: Allows employees to set and manage work or career related goals - Interaction Tracking: Track interaction history by documenting conversations for contacts - Landing Pages/Web Forms: Create landing pages or online forms designed to capture new leads and prospects - Lead Capture: Automatically identify and save contact information of potential customers - Lead Distribution: Route and distribute your leads to third party buyers - Lead Generation: Manage the process of attracting and converting business prospects into leads - Lead Management: Store information about leads or contacts and track, manage and nurture them throughout the sales process - Lead Notifications: Real-time alerts or notifications that inform teams about new leads or prospects - Lead Nurturing: Engage with a lead throughout the sales process by actively providing information - Lead Qualification: Score a lead on their quality or likelihood to buy based on certain behaviors - Lead Segmentation: Divide leads into buckets based on predefined criteria and routing rules - Mobile Access: Access software remotely via mobile devices - Multi-Channel Marketing: Coordinate marketing efforts across channels (email, landing pages, social media, etc.) - Notes Management: Allow users to create, edit, and sort multiple notes - Office Suite: A collection of tools to be used for routine tasks within an organization such as word documents, spreadsheets, presentations, etc. - Online Forms: Create new forms and/or use ready-made online form templates - Opportunity Management: Track all opportunities for potential sales and convert them into recurring revenue - Performance Management: Organize and manage the accomplishments and development of employees or performance of applications or systems - Performance Metrics: A set of indicators that tracks the performance of networks, applications, systems, teams, etc. - Pipeline Management: Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. - Quotes/Estimates: Generate quotes or estimates for customers - Recurring Tasks: Set the frequency of a task's occurrence - Referral Tracking: Log and store the source of contacts/leads - Reporting & Statistics: Collection, analysis, and representation of numerical data and generation of reports to understand various patterns - Reporting/Analytics: View and track pertinent metrics to find patterns and gain insights from data - Sales Pipeline Management: Pipeline view and tracking lead status - Sales Reports: Reports specific to sales analysis for trends and strategies - Sales Trend Analysis: Analyze the current state of sales data to accurately understand trends and forecast future sales numbers. - Search/Filter: Search and filter data across systems to locate required information by entering keywords or certain criteria - Segmentation: Group leads or contacts based on their specific characteristics - Social Media Integration: Integrate with social media platforms such as Facebook, Twitter, LinkedIn, etc. - Task Board View: UI looks like task board - Task Editing: Edit task information and all related elements - Task Management: Create, manage and track all task activities and progression - Task Scheduling: Track and manage the scheduling of tasks - Task Tagging: Add labels or tags to tasks - Template Management: Create, save, and re-purpose templates for emails, forms, etc. - Territory Management: Organize customer data and accounts by user or geography - Third-Party Integrations: Set up connections to third-party platforms to improve business processes - To-Do List: A digital list of items that need to be completed - Web-based Deployment: SaaS, web-based, online deployment - Workflow Management: Create, design and manage workflows for repetitive tasks --- Get Advice We can help you find the software with the features you need. ## Pricing Free Trial Basic €5,000 Per Feature, Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. 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