Keller Williams
Care Initiatives
BNY Mellon

Our team has been able to transition to Evisort as our contract management solution seamlessly. The tool is user-friendly and intuitive.

Director of Sales Operations

Focus on closing deals, not chasing contracts

1 — 4

Accelerate time-to-revenue

Close deals faster by reducing the time your revenue operations and deal desk spend preparing and reviewing customer contracts. Track contract workflows, templatize AI data-proven clauses, and improve operational efficiency.

2 — 4

Leverage AI to extract data for revenue recognition

Centralize contracts in a searchable repository to reduce manual work and decrease reconciliation times across revenue, accounting, and legal teams for SOX compliance reporting.

3 — 4

Manage contracts from within your CRM platform

Initiate contracts and review processes, auto-populate contract intake forms, and monitor review status directly within Salesforce (or your preferred CRM tool) for faster deals and minimal manual work.

4 — 4

Streamline sales contract workflows and approvals

Provide instant stakeholder visibility into contract workstreams to eliminate bottlenecks with real-time dashboards and automated alerts.

How can Evisort help your team?

Resources for sales teams

Contract Intelligence for Banking
Solution Brief
Financial Services

Contract Intelligence for Banking

Evisort for Vendor Management

Evisort for Vendor Management

Forrester Wave™ Contract Lifecycle Management for 2023

Forrester Wave™ Contract Lifecycle Management for 2023

Find out how


can help your team

Test Evisort on your own contracts to see how you can
save time, reduce risk, and accelerate deals.