EverSale.io Help Center
Quick Start Guide
Get your sales team up and running in minutes, not days. Our streamlined setup process helps you start saving time immediately:
- 1Sign in with your email using our secure magic link authentication (30 seconds)
- 2Connect your HubSpot account to enable contact synchronization (1 minute)
- 3Import data from multiple sources: audio recordings, text, emails, and more (2 minutes)
- 4Our AI automatically extracts contact information and insights (saves 30+ minutes per contact)
- 5Review and manage your contacts in the dashboard (saves 2-5 hours weekly)
Time-Saving Features
Our platform is designed specifically to help sales leaders reclaim valuable time for their teams:
- AI-powered contact extraction
Automatically capture contact details from conversations, eliminating manual data entry and saving 30+ minutes per contact
- Seamless HubSpot integration
Sync contacts automatically with your CRM, reducing duplicate work and saving 1-2 hours per week
- High-quality audio transcription
Convert sales calls to searchable text automatically, saving 15-20 minutes of manual transcription per call
- Team collaboration
Share contacts and insights across your team, eliminating information silos and reducing meeting time by up to 30%
Authentication & Account Management
Secure Magic Link Authentication
We use passwordless authentication for enhanced security and faster access. Simply enter your email address, and we'll send you a secure magic link to sign in—saving your team from password management headaches.
Team Management
Administrators can invite team members, manage permissions, and control access to shared resources through the Settings page. Our streamlined permission system reduces administrative overhead by up to 40% compared to traditional CRM systems.
Account Settings
Update your profile information, notification preferences, and security settings in the Account Settings section. Our intuitive interface saves your team valuable configuration time with sensible defaults and clear options.
HubSpot Integration
Connecting Your HubSpot Account
Navigate to Settings > Integrations and click "Connect HubSpot". Our streamlined OAuth process takes just 60 seconds to complete, saving your team from complex integration setup that typically takes hours with other solutions.
Automated Contact Synchronization
Contacts extracted by our AI are automatically synced with your HubSpot CRM. Our intelligent matching system prevents duplicates and ensures data integrity, eliminating hours of manual data cleaning that sales teams typically face with other solutions.
Troubleshooting & Support
If you encounter sync issues, our self-healing connection system often resolves problems automatically. For manual verification, check your connection status in Settings > Integrations. Our responsive support team is also available to help, minimizing downtime and keeping your sales team productive.
Transcription & AI Features
Effortless Audio Transcription
Upload audio files or record directly in the app. Our system uses advanced AI to transcribe conversations with high accuracy in minutes, saving your team from spending 4x the recording time on manual transcription. This means a 30-minute call is processed in just minutes instead of 2 hours of manual work.
Automated Contact Extraction
Our AI automatically identifies contact information (names, emails, phone numbers, companies) from transcribed conversations, eliminating the need for manual data entry that typically takes 15-30 minutes per contact. Your sales team can focus on selling instead of administrative tasks.
Time-Saving Conversation Insights
The system analyzes conversations to extract key insights, action items, and follow-up tasks to enhance your customer relationships. This reduces meeting review time by up to 75%, allowing your sales team to quickly identify next steps and prioritize their follow-up activities.
Subscription Management
ROI-Focused Plans & Billing
Manage your subscription, view invoices, and update payment methods in the Billing section. Our flexible plans are designed to deliver measurable ROI by saving your sales team 2-5 hours per week on administrative tasks, with pricing that scales with your team size.
Transparent Usage Monitoring
Each plan includes specific usage limits for transcription minutes, contact storage, and API calls. Our intuitive dashboard makes it easy to monitor your team's efficiency gains and ensure you're maximizing the value of your subscription.
Time-Saving Enterprise Solutions
For larger sales teams, our enterprise solutions include dedicated support, custom integrations, and advanced security features. Enterprise customers report saving an average of 7+ hours per sales rep weekly through our customized workflows and automation. Contact our sales team to learn more.
Security & Compliance
Enterprise-Grade Data Protection
All data is encrypted in transit and at rest using bank-level encryption. Our robust security infrastructure saves your team from security concerns while ensuring your sensitive customer information remains protected at all times.
Efficient Privacy Controls
Our comprehensive privacy settings let you control what data is stored and for how long. The intuitive interface reduces compliance management time by up to 60% compared to manual processes, with one-click data export or deletion available at any time.
Time-Saving Compliance Features
Our platform is designed with compliance in mind, adhering to relevant data protection regulations. Built-in compliance features eliminate hours of manual documentation work for your team, with automated audit logs and compliance reports available on demand.
Ready to Save Your Team Valuable Time?
Our responsive support team is ready to help you maximize productivity and eliminate administrative busywork. Most issues are resolved within 2 hours, minimizing downtime and keeping your sales team focused on selling.