Manage Customers Data, Proposals, Projects and Create Invoices on Cloud
EloCRM – Customer Relationship Management System is a great fit for almost any Small Business, Service Provider, Freelancer and Companies Database. Track leads, close opportunities, send proposals, manage projects and get accurate forecasts.
Features And Benefits
Explore the awesome EloCRM features that will help you get your business to the next level
Get Paid Faster Using Online Invoicing
- Smart online invoicing
- Get paid online using integrated payment methods
- Email Reminders
- Invoice wise Payment Records
- Recurring Invoices Options
- Customer Invoice View Tracking
- Pre Defined Terms & Notes Options
- Beautiful Template Type a message
Project Management Tool
Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.
Create Good Looking Proposals
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Knowledge Base For Customers And Staff Members
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Send Surveys To Leads And Customers
Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.
Create Additional Custom Fields
Available Custom fields for most of the important features. You can add custom fields to PDF invoices, estimates etc…
Goals Tracking
Setup goals and tracking achievements. Notify staff members about failure or achievement. Tracking everything.
Company Newsfeed
Share great company events, upload documents, easy employees communications
Built In Staff Tasks
Assign task to multiple employees, add task followers, task comments allowed, task attachments.
Awesome Support System
Great support ticket system with autoresponse. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.
Create Estimates
Create estimate within a minute. Sent to your customers and wait to accept. Ability to auto convert the estimate to invoice after customer accept. You customers can view and make actions the estimate even without login.
Leads Management
With the EloCRM you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.
Record Expenses
Record company expenses. Set up a recurring expense and the expense will automatically be created afterthe specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.
Simple Reports For Quick Overview
Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is usefull to clients, improve text based on votes)
Manage Contracts
Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and and to your customers via buil-in sending contracts feature. Ability to send customer reminders before contracts expiry.
Corporate Brands
