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Open the dashboard
Go to dashboard.everready.ai to get started.
User guide
EverReady Connect, step by step
EverReady Connect captures your contacts and activities in your CRM: it reads every email signature, keeps contacts up to date, and syncs emails and meetings in the background. This guide covers the first login, then everything Connect does for you.
Our key concepts
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Paul MartinHead of Sales+33 6 39 98 40 12
Signature reading
EverReady reads the signature of every email you exchange and turns it into a contact in your CRM.
Account matching
A contact is created only when its account already exists in your CRM, so nothing lands in the wrong place.
10min
EmailsMeetings
Background sync
Emails and meetings flow into your CRM on their own, with updates every 10 minutes.
The account comes first. EverReady creates a contact only when its account is already in your CRM. Add the account, and the contacts from the last two months are picked up automatically.
Part 1 of 2
First login: connect your accounts
Set up EverReady Connect in a few minutes. Once connected, everything runs on its own.
Lives on dashboard.everready.ai
Watch the first connection video02
Set your password
Enter your business email, click Initialize password, then set your password from the email you receive.
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Log in
Return to the dashboard and log in with your new password.
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Connect email and CRM
Click Connect next to Email and CRM, then grant all read permissions, and EverReady syncs automatically.
Part 2 of 2
What EverReady Connect does for you
From email signatures to a full activity view, EverReady keeps your CRM accurate without any manual work.
Lives on your EverReady dashboard
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Contacts created and updated automatically
EverReady reads each email signature and creates or updates the contact in your CRM, on the right account.
Best practice
Create the account in your CRM first. EverReady then picks up the contacts from the last two months on its own.
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Emails and meetings, always in sync
Emails and meetings sync into your CRM automatically when the contact exists, with updates every 10 minutes.
How to use it
Add a domain to the blacklist as soon as you spot traffic you would rather keep out of the CRM, a supplier or a recruiter for instance.
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Everything EverReady does, in one dashboard
See every contact, email and calendar event update EverReady performs, right from your dashboard.
How to use it
Open the dashboard once a week and clear the contacts to validate. It is the shortest way to keep the CRM clean.
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Review and edit update details
Review the details of every contact update and edit fields directly from your dashboard.
How to use it
Fix a job title or a phone number here rather than in the CRM: the correction flows back and survives the next sync.
Three habits to keep
Create the account first
EverReady only creates contacts for accounts already in your CRM. The account comes first, the contacts follow.
Keep the blacklist current
Every domain you exclude is noise your team will never have to clean up later.
Clear the validation queue
Contacts with no matching account wait in the dashboard. A weekly pass keeps that backlog at zero.
Need help getting started?
Our team is here to help you get the most out of EverReady Connect. Reach out any time and we will guide you through it.
Contact us