# EVERYSYNC — Full LLM Corpus ## Entity card EVERYSYNC is a Business Operating System: workplace software that keeps an organisation’s work, records and decisions in one place. Because it all sits together, people can follow the work without piecing it together across separate tools. Your assistant Eva is built in and helps with the next step, using only what the person asking may open. ## Why EVERYSYNC (pillar) EVERYSYNC puts 43 modules in one workspace, so sales, people, finance, contracts, support, projects and operations all work from one set of records. A deal, its contract and its support history sit together, and nobody has to chase three tools for the status. Your assistant Eva helps across it, within each person's permissions and the limits your administrator sets. ### Pillar FAQs Q: Why not just connect our tools with automations? A: Automations can pass an update from one tool to another. They can't tell you which version is current or who owns the next step, so someone still has to work that out by hand. EVERYSYNC keeps those details on the record itself, in one place. Q: How is Eva different from other AI assistants? A: A general assistant works from what you give it. Eva works inside your company's records, with the person's own access, so she can follow a customer, an invoice, a contract or a support issue from one record to the next. Legal counsel, wellbeing and personal social workspaces stay outside her reach. She can summarise what changed, draft next steps and point out blockers. What she may do without asking is set out on the Business page. Q: How does EVERYSYNC sit alongside Microsoft 365 or Google Workspace? A: Those suites handle email, calendars, documents and spreadsheets. EVERYSYNC is where customers, people, contracts, finance and support are kept. It works alongside them through the connections it supports, such as Gmail and Google Drive, and does not replace them. Q: Would moving to EVERYSYNC save us money on software? A: That depends on which modules you take and which specialist tools you keep, so we can't promise a figure. A good first step is to list where you pay twice: separate tools for deals, documents, support, people, billing and reporting often cover the same ground. Q: Is one workspace worth giving up specialist depth? A: It can be, when your sales, finance and support teams lose time reconciling the same facts in different tools. If one function needs a specialist tool, keep it. Nothing about EVERYSYNC asks you to switch everything. ## Landing FAQs Q: What is EVERYSYNC for Business? A: Workplace software that keeps an organisation’s work, records and decisions in one place. Support, projects, meetings, documents and approvals sit together, so people can follow the work without piecing it together from separate tools. Your assistant Eva helps with the next step, within the limits your organisation sets. Q: Can Eva act without asking? A: Only a little. Without a seat, Eva changes nothing. With a seat, and where your organisation and the person allow it, she can add notes, create tasks and save setup answers without asking; you can undo each one for five minutes, unless someone has changed it since. Sending email, deleting and any other change, including sharing and money, tax, accounts or payroll changes, happens only when you ask for it or approve it, apart from automations you set up yourself. Q: Can Eva send emails or delete things without asking? A: No. She sends email or deletes only when you ask or approve, or through an automation you set up. Q: Who is Vishnu? A: Vishnu is the organisation’s Resident Chief of Staff. He works across the organisation for its leaders, who see his view in Management Suite: progress, risks and decisions, limited to the areas their role allows. He drafts briefings for the owner, which need approval, and a weekly digest for managers when the owner turns it on. Q: Who can see what? A: Eva uses the same permissions as the person asking, and Vishnu shows each leader only what their role allows. A saved report is shared only with the colleagues named for it. If one of them cannot open a linked record, nothing is saved or sent until the audience is corrected. Q: Can we pause Eva? A: Yes. Each person can pause their Eva Personal Assistant. While it is paused, Eva goes back to research and answers only, and work that was waiting to run is held. Q: How do we know the work was finished? A: After Eva saves a report, the document, its tasks and its notifications are checked before the work is reported as done. Anyone who could not be notified is named, and trying again reuses the same report instead of creating a second one. Q: Is Eva’s work recorded? A: Yes. A saved report names its author, any AI helper that prepared it, and the records it came from. Each change to how far Eva may go records who made it, the old and new setting, and when. Q: Can we connect the tools we already use? A: You can connect supported providers, and an authorised person in your organisation approves each one. Ask Eva which providers are supported today, or list your tools in your access request. Q: What happens when we request access? A: Your organisation’s details are sent for review. Sending the request does not create a workspace, grant access or start a subscription. If a private status link is returned, you can use it to follow the review. Q: Which products are released today? A: The list on the Business page shows only products that are released today. If an area you need is not there, ask Eva or mention it in your request. ## Per-product entity cards ### Signatures URL: https://www.callcraft.com/products/signature Design, assign and update company email signatures in one place. Each person's name, job title, department and phone number fill in from your directory, along with the office you give them. Signatures are pushed to people's Gmail through a connected Google Workspace. ### Onboarding URL: https://www.callcraft.com/products/onboarding Create a Google Workspace account with your default signature, check a phone number with an SMS code, collect documents and follow each person's progress. Employee, client and general onboarding each have their own steps. ### Contracts URL: https://www.callcraft.com/products/contracts Draft from templates, collect signatures in order, and keep each agreement with its status and history. Signers, approvers and viewers can all take part, and a fully signed agreement is filed in Documents with a verification stamp. ### Documents URL: https://www.callcraft.com/products/documents Stamp PDFs with verification codes, write letters on letterhead, keep signed contract copies, and share documents by secure link or in document spaces. Each secure link has its own password, expiry and download settings, and we record who viewed it. ### Clients URL: https://www.callcraft.com/products/clients Keep company details, contacts, notes, activities and deals together, so a colleague can pick up a client relationship where someone else left off. Your assistant Eva can find and read the client records you have access to. ### Deals URL: https://www.callcraft.com/products/deals See your deals in a visual pipeline, with contacts, activity, value, owner, reports and win-loss context on the same record. The AI Deal Coach can point out risks and suggest next steps. ### Management Suite URL: https://www.callcraft.com/products/management Management Suite is the leadership board in EVERYSYNC. It counts active deals, open contracts, active clients and employees, and process flow runs and failures, and each number opens the records behind it. Activity from legal, finance, vendors and fundraising is left out for people without access, and leaders can ask Eva about their team, deals and tasks. ### Brain URL: https://www.callcraft.com/products/brain Brain shows how much your organisation has stored in it, and how that has changed week to week. Everyone sees the overall picture. Leaders can open each part to see where its counts come from. When there is little data, Brain says so. ### Legal URL: https://www.callcraft.com/products/legal Keep each matter's parties, documents, emails and court filings together, and you choose who can see each matter. Lily, the AI legal assistant, can answer questions on a matter and shows which jurisdiction she used. Her advice is for a person to review. ### Compliance URL: https://www.callcraft.com/products/compliance Keep a register of compliance risks. Your assistant Eva can list the open risks for anyone with Compliance access. Logging a risk or changing its status needs an Eva Personal Assistant seat. ### HRSync URL: https://www.callcraft.com/products/hr Keep employee records, recruiting, onboarding, offboarding, leave, holidays, goals and reviews, payslips, benefits, expenses and assets in one place for your People team. Employees see their own payslips and balances and ask for time off in the employee portal. ### Links URL: https://www.callcraft.com/products/links Links lets you publish a link-in-bio page, make short links with your own codes, and see click analytics. It is available publicly as get.in. A page can also have a QR code and supported YouTube and Spotify embeds. ### Finance URL: https://www.callcraft.com/products/finance Finance is for reviewing supplier invoices, recording expenses and producing profit and loss, balance sheet, trial balance and cash summary reports from the posted general ledger. Invoices can arrive through a connected Gmail finance inbox, and reports and VAT, GST or sales-tax figures are worked out for the legal entity you choose. ### Assets URL: https://www.callcraft.com/products/assets Assets is a register for laptops, devices and software licences, with serial numbers, cost, warranty dates and condition. You can give equipment to employees, record returns and retirement, track licence seats and renewal dates, and run monthly depreciation for equipment that has a purchase cost. The register is part of HRSync. ### Vendors URL: https://www.callcraft.com/products/vendors Vendors keeps a list of suppliers with their contacts and payment methods. You can track contracts and when notice is due for renewal, record risk attestations with who issued them and when they expire, and see spend by vendor, category and department. ### Policies URL: https://www.callcraft.com/products/policies Policies lets you write company policies with a category and the written text. You can attach a supporting document and preview it on the page, and delete a policy when it no longer applies. ### Training URL: https://www.callcraft.com/products/training Training lets you build courses from lessons and quizzes and group them into learning paths. Rules give people a published path by job title or department when they join or change role, and managers see each direct report's assigned training and what is overdue. ### Surveys URL: https://www.callcraft.com/products/surveys Surveys lets you build surveys with branching questions and send them by link, email, in-app notification or SMS, to everyone or to a department, job title or location. You can review NPS, rating and scale scores, and group written answers into themes. Anonymous surveys show group results only. ### Knowledge Base URL: https://www.callcraft.com/products/knowledge Knowledge Base lets you browse and search the knowledge pages you can open, by title, content and tag. Resolving a support ticket or pinning a chat message saves it as a draft page. Your assistant Eva only quotes pages the person asking is allowed to open. ### Chat URL: https://www.callcraft.com/products/chat Chat gives your team channels, direct messages and threads. Each new project or deal gets its own channel, and you can search messages across all your conversations. ### Project Management URL: https://www.callcraft.com/products/tasks Project Management lets you plan projects in board, list, table, calendar, Gantt and timeline views. You can break work into subtasks, track who owns what, due dates and story points, and plan sprints alongside a backlog. ### Calls URL: https://www.callcraft.com/products/calls Calls lets you decide how calls to your business phone numbers are handled. Build a call flow from steps such as a menu, ring group, queue, voicemail, business-hours check, transfer and forward, start from a template and give it a number. Architect, a paid guided session, drafts the routing, and you approve each build step before it goes live. ### Sketch URL: https://www.callcraft.com/products/sketch Sketch is a canvas for drawing with a pen, lines, arrows, shapes and text, with a gallery for saved sketches. The polish tool smooths freehand lines and turns rough shapes into clean ones, and your original stays next to the polished version. Sketches export as PNG or SVG. ### Data Rooms URL: https://www.callcraft.com/products/datarooms Data Rooms lets you create a room from a template of sections and fields, invite people by email with their own access link, and collect their answers and file uploads. A room can set a default expiry and can encrypt submitted answers. A reviewer can approve, deny or ask for more information. ### Partners URL: https://www.callcraft.com/products/partners Partners lets you run partner programmes. Each partner gets a portal where they send in referrals and see their deals and commissions. You follow each referral, review commission totals, give partners a tier, and group pending commissions into a payout that can be sent to Finance as an approved bill. ### Support URL: https://www.callcraft.com/products/support Support is a ticket queue for requests that arrive by email, the help-centre form or a social channel. It sorts tickets, suggests reply drafts for agents to review and keeps the customer record beside the conversation. It also has a public help centre, macros, reports and a support phone line that runs on Calls. ### Eva URL: https://www.callcraft.com/products/eva Eva is your assistant, built into EVERYSYNC. She finds related work, prepares summaries and drafts the next step, using only the records and actions the person asking is allowed to use. ### CFO Suite URL: https://www.callcraft.com/products/cfosuite CFO Suite is for looking ahead where Finance handles the day-to-day. It covers budgets compared with actual expenses, a rolling 12-month cash projection with runway, saved scenarios, consolidation across entities and currencies, and a downloadable board pack. ### Marketing URL: https://www.callcraft.com/products/marketing Marketing is for planning one-shot, drip and triggered email campaigns, drafting content, and managing audiences, segments and suppression lists. Segments are built from your client, contact and deal records, and addresses on a suppression list are left off a campaign's recipient list. ### SocialSync URL: https://www.callcraft.com/products/social SocialSync gives you a post calendar, a composer with brand-safety checks, an inbox for comments, mentions and DMs, approvals, an asset library and analytics. It works with connected accounts including LinkedIn, X, Instagram and Facebook, and posts can be sent for review before they are scheduled. ### Books Portals URL: https://www.callcraft.com/products/books Books Portals opens a workspace for each legal entity and fiscal year, with a document checklist, uploads, statutory filing packets and invite links for your bookkeeper. You can ask Eva questions about the figures in the uploaded statements. Filing packets cover the UK, US federal, California, Australia, New Zealand and India. ### Fundraising URL: https://www.callcraft.com/products/fundraising Fundraising keeps a capital raise together: the round, the investors you are talking to, the data room they see, and the conversations in between. Each investor gets their own access link that you can switch off, and typed round updates change the records, with larger commitment changes waiting for approval. ### Wellbeing URL: https://www.callcraft.com/products/wellbeing Wellbeing is your own space in EVERYSYNC. It has short reads on sleep, focus, stress, movement and nutrition, and Mira, an AI companion who is separate from your assistant Eva. Administrators see only aggregate counts. ### Wiki & Docs URL: https://www.callcraft.com/products/wiki Wiki & Docs holds the pages where your team writes down how it works. Wiki pages are listed on the Knowledge Base home and can be searched by title, content or tag. Your assistant Eva can search knowledge pages and quote one with a citation, and a decision made in Chat can be saved as a draft page. ### Process Flows URL: https://www.callcraft.com/products/process-flows Process Flows lets you add form and automation steps to a flow and run it. EVERYSYNC records each run step by step, with every step's status, outputs and any error. A step can create a contract, open a data room or create a client record. ### Automations URL: https://www.callcraft.com/products/automations Automations lets you create a rule that adds an activity to a deal when its performance score moves to a new level, and pause each rule on its own. Ready-made recipes can be tried in a sandbox that makes no real changes, and your assistant Eva can help draft one. Recipes can't be switched on yet. ### Filing Engine URL: https://www.callcraft.com/products/filing Write folder and file-name templates for each document source or type, and preview where a sample file would go. Your assistant Eva uses your rules when she proposes where to file a document, and files it only once you approve the plan. ### Mail URL: https://www.callcraft.com/products/mail Connect Gmail, then read and send from EVERYSYNC and share threads with teammates. Create a task, ticket or deal from a thread, or open a calendar event or contract filled in from the email. Records made from a thread show on that thread. ### Folders URL: https://www.callcraft.com/products/folders Organise files in nested folders, star the ones you use often, search them, and see recent files and storage used. Folders can belong to a Project Hub, where people with viewer access can't add folders. Connect Google Drive or Dropbox to browse and save files from them. ### DeveloperSync URL: https://www.callcraft.com/products/developer-sync DeveloperSync lets technical staff connect other software to EVERYSYNC. An organisation admin can create API keys and OAuth apps with named scopes, call a versioned REST API covering clients, deals, tickets, contracts and process flows, and receive signed webhooks for platform events. An OpenAPI document describes the endpoints. ### Project Hubs URL: https://www.callcraft.com/products/project-hubs A Project Hub keeps a project's tasks, chat, calendar, folders, documents, members, mailbox and feed in one place, with an overview of open tasks and upcoming events. Members can be owner, admin, member or viewer, and a hub can be private, team-wide or organisation-wide. ### Brainwave URL: https://www.callcraft.com/products/brainwave Brainwave is a dictation page for people with an Eva Personal Assistant seat. Type, paste or record what is on your mind, then finish the session to get one five-part Receipt: done, delegated, awaiting your approval, filed for later, and needing clarification. ### ReviewsSync URL: https://www.callcraft.com/products/reviews ReviewsSync will show NPS and CSAT results, and follow-ups with detractors, for organisation admins. Creating surveys and send rules from a screen is not available yet.