Manage Customers, Projects, And Create Invoices In The Cloud

Customer Relationship Management software that is a great fit for almost any small business, freelancer or many other uses. Track leads, close opportunities and get accurate forecasts.
elo-crm

Features And Benefits

Explore the awesome EloCRM features that will help you get your business to the next level

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.
good-looking-proposal
customer

Knowledge Base For Customers & 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.
newsfeed

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 simple Kan Ban 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.
expense
report

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.

View Live Demos

Customer Relation Manager Login URL

Admin Login

User Name: demo@eloerp.com
Password: demo

Customer Relation

User Name: demo@eloerp.com
Password: demo