Your rules, set once.
The workspace keeps to them.
You set ownership, access, field mapping and each workflow's stopping point, and the workspace applies them.
In your CRM
Goal reached
Where the setup never finishes
Not in the first week. In every week after it.
Routing by hand
New accounts wait in a queue until someone decides which rep owns them.
Access by exception
Every new hire needs someone to work out what they may see and change.
Runs with no stopping point
A workflow launched on a big list keeps going after it has found enough.
The value proposition, verticals and personas the agents read are set up in the Agent Training Center.
Your qualified accounts get an owner without a queue
Ownership rules run top to bottom and the first match wins, rotating round-robin across the reps or teams you name. The preview shows what each rule would take. Rules run every 5 minutes on records with a verdict and leave existing owners alone unless you opt in.
A new rep starts with the access their team needs
Start a team from 1 of 4 templates, Admin, Sales Ops, Sales Rep or Read-only, and edit its grants feature by feature. A new rep joins a team rather than a list of exceptions, and a change to the team reaches every member.
Your CRM receives what the agents find, field by field
Choose the verdicts, scores and research answers you want in your CRM. Each maps to a field you already have or to an EG field Evergrowth creates, with its own sync direction, and changes go out within about 5 seconds.
Your runs stop spending once they have found enough
Give a workflow a goal, such as a number of accounts that qualify as ICP yes, and it stops starting new records once the goal is reached. The rest are not processed. Records already running when it lands still finish.
Eva builds the workflow you describe, after your yes
Describe the workflow in plain English and Eva places the steps, the conditions and a goal on the canvas once you confirm. Scheduling is a separate step: she sets daily, weekly or monthly runs, and realtime is set in the app.
ARIS set it up once, then rolled it out
Their rollout, not our pitch. ARIS loaded its value proposition, ICPs and personas, built research signals of its own and trained its regions on the result, rather than setting it up again per team.
“Once we uploaded our value proposition, ICPs, and personas, Evergrowth could begin finding the right contacts and surfacing buying signals for account-planning.”
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Never used to train models
Your CRM data, research outputs and agent activity are never used to train or fine-tune models. Not by us, not by our providers.
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Your workspace is isolated
Each workspace is logically isolated, so your data is never accessible to another customer.
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You control retention
If you cancel, your data is returned or deleted, your choice. If you make no request, all personal data is permanently deleted within 30 calendar days.
SOC 2 audited. ISO 27001 certified. GDPR compliant. The detail, the sub-processors and the DPA are on Security and trust.
Your material stays yours
Under the MSA, everything you upload and everything the agents produce from it is yours.
See a workspace set up the way you run it
We will walk you through ownership rules, team permissions, CRM field mapping and a workflow with a goal on a real workspace.
Request a demo