prokonzept.eu

What It Is

EVA Finance is a construction financing software/CRM from Pro Konzept Software, aimed at mortgage and construction financing advisors such as Baufi-Spezialist. It positions itself as an “All-in-1” solution: financing consultation, customer management, task follow-up, and customer self-service interactions are all handled in one system. The goal is to reduce duplicate data entry and let advisors spend more time on sales and client communication.

Core Features and Integrations

Based on the available content, EVA is not a general-purpose CRM; its focus is the German construction financing workflow. The system supports entering customer data once and connects with interfaces such as Baufinex, Starpool, Finmas, Qualitypool, Ehyp, and ING to improve the efficiency of quote calculations and financing applications. On the CRM side, it emphasizes independence, with EVA-Board used to manage tasks from customer inquiry through to closing. The B2C module can send links for online self-service information entry, online appointment booking, and simplified document uploads, while also giving customers a login portal to view electronic files and quotes. These links can also be embedded into a website to capture leads. For IT integration, the content mentions synchronization of calendars, emails, tasks, and customer, broker, and bank contacts with Outlook/Caldav or mobile phones.

Pricing, Trial, and Support

The website includes entry points for “Pricing and Features” and “Request a Demo,” but the crawled content does not disclose specific plans, unit prices, seat counts, or trial policies, so procurement requires booking a consultation. Support is one of the clearer publicly available details: during the initial rollout, EVA provides 6 weeks of personalized guidance and training, after which users can expect relatively quick responses via email or phone. When submitting a support request, it is recommended to include a description of the issue, personal information, and screenshots.

Pros, Cons, and Who It’s For

Its strengths are its strong industry focus and end-to-end design around construction financing advisors’ needs, including data collection, quote applications, customer files, and process tracking. Multi-platform interfaces and the B2C self-service area can reduce manual back-and-forth. The downside is limited public transparency: there is no clear information on data security compliance, permission management, deployment model, API documentation, SLA, or pricing. It is better suited to mortgage/construction financing brokers and advisory teams in Germany or German-speaking markets. If you only need a standard sales CRM, a general-purpose product may be more flexible.

Access from China and Alternatives

Access from China cannot be determined from the available content and should be considered unknown. Given that the product ecosystem is clearly tied to European/German financing platforms, Chinese businesses would need to separately verify network access, payments, language support, compliance, and local bank interfaces. Alternative options can be selected based on needs, including general CRMs such as Salesforce, HubSpot, Pipedrive, and Zoho CRM, or local financial/mortgage business systems.