Brex vs Evolve Leads

Brex offers corporate cards, expense management, reimbursements, business accounts, and travel — all on one unified, global platform. The Brex mobile app gives you full, fast access to your Brex account and card. Use the app to make purchases, check spending limits and policies, submit expenses, request or approve reimbursements, send payments anywhere, and more. Download the free Brex app to: • Use your card without reaching for your wallet • Easily check what’s allowed per your expense policy • See any pending tasks at a glance in your inbox • Add missing receipts (many are added automatically!) • Book and manage business travel with global inventory • Send and receive ACH and wire payments anywhere • Store funds in an FDIC-insured business account • Schedule or cancel recurring or one-time payments • Reach live support 24/7 from anywhere Brex accounts also integrate with your existing tools, including QuickBooks, NetSuite, Workday, Coupa, Gusto, WhatsApp, and Slack, to help you streamline workflows and close the books faster Download the app or visit brex.com to get started.

LEAD GENERATION APP FOR FIELD SERVICE PROFESSIONALS The Lead Line app from Evolve lets you quickly capture field service leads on your iPhone or iPad. Note: The app is exclusively for users of the Evolve field service platform, which requires a paid account (learn more at www.evolveone.com). EASILY ADD NEW BUSINESS LEADS It’s easy to add a new lead, then mark them as Cold, Warm or Hot. Next, choose a field service category such as Pest or HVAC. This is especially useful for multi-service-line businesses using Evolve. Any service categories you set up in Evolve will appear in the drop-down menu in Lead Line. Type in details about the lead, or press the record button to add an audio note. You also can attach one or more photos related to the service that need to be quoted or scheduled later. INTEGRATION WITH EVOLVE’S SOFTWARE Any information your technicians or salespeople enter into Lead Line will be captured automatically in your Evolve CRM dashboard. Leads also will be processed and scheduled, based on your customized rules. QUICK STATS AT A GLANCE Within the Lead Line app, you can also see how many leads were submitted this month and how many leads were scheduled this month (i.e., conversions from leads to actual sales). LEARN MORE ABOUT EVOLVE To learn more about Evolve’s features and benefits for field service professionals, visit our website or call 800-435-2175