Evolvv

Introduction to Evolvv

Evolvv is an autonomous CRM platform designed specifically for small businesses, freelancers, and agencies in India. It consolidates core operational workflows—primarily invoicing and electronic document signing—into a single, integrated system. Unlike traditional CRM tools that focus on contact management and sales pipelines, Evolvv centers on financial operations and contractual workflows, enabling users to issue GST-compliant invoices, collect legally binding e-signatures, track receivables, and manage team access—all within one platform.

The platform targets Indian service-based professionals including content creators, designers, consultants, and small digital agencies who require localized compliance (e.g., GST calculations, HSN/SAC code support) and streamlined client-facing processes. By unifying billing, contract execution, and payment follow-up, Evolvv reduces dependency on multiple disconnected tools and minimizes manual administrative overhead.

Key Takeaways

• GST-compliant invoicing with automatic CGST, SGST, and IGST calculation based on customer location
• Legally binding electronic signatures with sequential signing, role-based approver workflows, and audit trails
• Automated payment reminders and real-time invoice status tracking (paid, pending, overdue)
• Role-based team collaboration with granular permission controls per application module
• Complete audit logs including timestamps, IP addresses, email verification, and digital signature metadata
• Centralized dashboard for analytics on sales, receivables, and business performance
• Template library for MSAs, terms and conditions, and reusable invoice/quote formats
• Integrated online payment options and branded invoice customization (logo, colors, company details)

How Evolvv Works

Users begin by creating professional invoices or quotes directly in the platform, selecting tax configurations (CGST/SGST/IGST) and entering client details. The system automatically computes applicable taxes using location-based rules and supports HSN/SAC codes for GST compliance. Invoices can be sent with embedded online payment links and scheduled automated reminders for overdue amounts.

For document execution, users upload contracts or pull existing invoices into the e-sign module, define recipient roles (e.g., Approver, Needs to Sign, Receives Copy), and configure signing order. The platform generates a Certificate of Completion for each signed document, capturing full audit trail data including IP address, timestamp, and verification method. All actions across invoicing and e-signing are logged centrally and accessible via the Evolvv Hub, which also manages user permissions, app integrations, and team settings.

Core Benefits and Applications

Evolvv enables faster revenue collection by shortening payment cycles—users report reductions from 20 days to under 10 days on average. Its GST automation eliminates manual tax errors and ensures regulatory alignment for Indian businesses. Freelancers use it to replace email-based contract exchanges with secure, trackable e-sign workflows, while agencies leverage multi-role approver chains for internal review before client delivery. The centralized audit trail supports statutory compliance requirements, and the analytics dashboard provides visibility into cash flow health, outstanding receivables, and team productivity metrics. Use cases include issuing service invoices, executing master service agreements, collecting NDAs, managing vendor onboarding documents, and tracking recurring billing across clients.