Sales, projects, time, and money — one system, not six.
EvoMerge is the platform ACAA Solutions built to run its own practice, and now runs for other businesses too. Every piece below reads from 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.
A pipeline built on real accounts, not a spreadsheet
Companies, contacts, and deals in one place, with the activity history to back it up — every call, email, and task tied to the account it belongs to, not scattered across inboxes.
Accounts & Pipeline
Companies, contacts, and deals staged through your own pipeline, with tasks, activities, and a full history on every record.
Estimates, Orders & Invoicing
Line-item estimates with per-item pricing, converted to orders and invoices with PDF export and partial-payment tracking — no separate billing tool.
Mass Email & Campaigns
Segment by company or contact, send individually (not a visible recipient list), track opens and clicks, and run scheduled Campaigns with RSVP tracking.
Traditional phases or Agile sprints — the same platform either way
A project team running a build-out and a team running two-week sprints don't work the same way, and shouldn't be forced onto the same board.
Phases, Timeline & Health
Phases and workstreams with a live Gantt-style timeline, plus at-a-glance Timeline and Budget Health indicators so a slipping project shows up before it's a surprise.
Agile Delivery
Epics down through Features and User Stories, tracked on a native drag-and-drop Sprint Kanban board, with Defects and shared acceptance criteria alongside.
Resourcing
Staff a project from your own team, with a role, rate, and cost per assignment that feeds straight into that project's budget picture.
A private, branded space for your customers — not a shared login
Your customers get their own sign-in, tied to a real account on your side, without ever seeing the rest of your CRM.
Self-Service Portal
A dashboard summarizing their own account — family members, open balance, unread messages, and the latest announcement — behind their own login.
Billing, Announcements & Messages
Customers see their own invoices, get one-way notices you post once, and can message your staff directly — one running conversation, no email back-and-forth.
Staff Controls
Grant portal access to any existing contact, see and reply to their messages, or sign in as them to see exactly what they see — useful for support, not a workaround.
From what you billed to what you actually kept
Business billing and personal-style financial tracking, both grounded in real transaction data instead of a spreadsheet nobody trusts by Q3.
Billing Operations
Estimate through order, invoice, and payment — discounts, PDF export, subscriptions with automated renewal invoices, and income/expense tracking tied to real orders.
Accounts, Tax Lines & Budgets
Bank and card accounts with categorized transactions, automated tax-line mapping, depreciation schedules for fixed assets, and a dashboard built toward a real, filing-ready picture.
Classes, registration, and age eligibility — handled automatically
Publish a class to your portal's catalog and customers register their own family members — no manual sign-up sheet, no spreadsheet of who's allowed in which session.
Class Catalog & Registration
Mark any product as registerable with a schedule, instructor, and price, and it shows up on your portal's catalog with a one-click Register button.
Age Eligibility, Enforced
Set a minimum and maximum age on a class and registration checks it automatically against each family member's date of birth — server-side, not just a form hint.
Time doesn't live in its own silo — it feeds everything else
A timesheet that isn't connected to anything is just a form. In EvoMerge, logged time is the thread that ties a sale to what it actually cost to deliver.
Weekly Time Entry
A simple grid scoped to whatever a person is actually staffed on — not a blank week they have to guess how to fill in.
Approvals
Time approvers can correct or log hours directly, and a submitted week locks against further changes until it's reviewed.
Cost Rollups
Each person's internal cost rate turns logged hours into real project cost, feeding straight into that project's Budget Health.
The same data, already rolled up
Standard dashboards you don't have to build yourself, with drill-through from a chart straight to the records behind it.
Live Dashboards
Pipeline value, deal stages, project health, revenue, and referrals — charted and current, not a monthly export.
Drill Through to the Record
Click a bar or a stat tile and land on the actual list of deals, invoices, or projects behind it — a report is a starting point, not a dead end.
Want to see it running on your own data?
A direct conversation about what EvoMerge would look like for your business, and what a realistic first version looks like.