COMING IN 2026
Business Essentials.
RUN YOUR BUSINESS SMARTER
Business Essentials is Evolv365’s all-in-one platform designed for small businesses. It brings task management, expenses, documents, and insights into one clean, modular system, so you spend less time juggling tools and more time growing your business.
Whether you’re starting out or scaling up, Business Essentials grows with you. And with the built-in AI assistant, you gain a smart partner that helps analyze data, streamline tasks, and spot opportunities - giving you the kind of support that feels like an extra team member.
MODULES
What's in the Base Suite.
Five core modules power every Business Essentials workspace:
Tasks & Workflows
Create, assign, and automate tasks with reminders that keep everyone on track.
General Administration
Store key documents, track contract dates, and manage company records.
Customer Requests
Collect, route, and follow up on service requests - internal or external.
Insights & Reports
See KPI's, spot trends, and make informed decisions with real-time reporting.
WORK SMARTER
AI Assistant – Built Right In.
Every module includes a secure, contextual AI that helps you work smarter:
ASK
Ask: "What tasks are overdue?"
→ Get instant answers.
SEE
"Show me last month's expenses."
→ Get summaries and drilldowns
DO
"Create a task for next week's deadline."
→ Smart scheduling, auto-assigned.
PRIVACY FIRST
Runs in your environment – no external data sharing or model training.
Customize as You Grow
Add optional modules for CRM, Project Management, Compliance, Onboarding, and more – so your setup always fits your business needs.
Everything Works Together
Each module connects seamlessly: tasks trigger document uploads, expenses update dashboards, and your AI assistant ties it all together – no tool-hopping required.
SEE IT IN ACTION
Book a demo to see how Business Essentials can transform the way you work.