Elate CRM transformed the way we manage our entire sales team. It helped us a lot to streamline the lead management, generating reports, customer retention, and to enhance value of sales also. The key module for opportunity and follow-up reminders have increased our productivity. Our sales team is now closing deals faster, and the graph for our annual turnover steeply enhanced with this software. Highly recommended to everyone.
Elate CRM helps me to manage financial relationships in a proper way. It integrates seamlessly with our financial system and provides us with a complete view of our client accounts. It helps to track sales team and clients simultaneously and to track the monthly sales turnover, employee expenses, accounts reports etc. Its user friendly interface allows me to ease my accounting process with respect to the increased sales after using this software.
You don't miss out when your customer tries to reach you to make a good deal. Access the online and cloud software wherever and whenever you want to. Elate CRM is scalable as it can grow with your business.
A CRM (customer relationship management) tool is an essential part of any business, providing a simple way to track customer interactions and manage relationships with customers. It can help you identify new opportunities, build lasting relationships, increase customer loyalty and, above all, get more customers.
Elate CRM offers a comprehensive dashboard with advanced features, including centralized customer data management, sales pipeline tracking, reporting, and more.
Ideal solutions for you
Follow up with your warm leads personally to make them the sales-qualified leads and close the deals with satisfaction.
Take the lead's journey to conversion with the activities feature. It may include bounced emails, opened emails, form submissions, etc.
Pitch your customers with proper documents such as sales proposals. Outline the client's problem and plan all the details to solve it.
Define your prospects who have a high probability of becoming your satisfied customer by purchasing a product or service.
Issue the commercial purchase order specifying the products, quantities, and approved prices for the items or services.
For added security, you can restrict your employees&pos; access based on their role in the organization.
Integrate Elate Sales CRM to record and store each consumer interaction at every point of contact. Accurate pricing and application decisions become easy. Customers can make payments through secure online portals 24/7. You no longer need to repeat entries like transactions or product items across multiple platforms.
| Standard | Pro | Premium | |
|---|---|---|---|
| Dashboard | |||
| Dashboard with Cards | |||
| Monitoring | |||
| Lead Management | |||
| Leads Capturing | |||
| Leads Qualification | |||
| Leads Assigning | |||
| Leads Scheduling | |||
| Lead Pipeline View | |||
| Customer Engagment | |||
| Customers Management | |||
| Customers Analytical Report | |||
| Contact Management | |||
| Activity Management | |||
| Sales Planning | |||
| Sales Forecasting | |||
| Team Management | |||
| Prospect Planning | |||
| User Workflow Management | |||
| Opportunity Management | |||
| Centralized Opportunity Panel | |||
| Open/Close/Re-open Opportunity | |||
| Assign Opportunity | |||
| Proposal & Sales | |||
| Proposal | |||
| Propsoal Approval Individual / Common | |||
| Proposal Templates | |||
| Revising & Scheduling Proposals | |||
| Sales Performance Tracking | |||
| Multiple Target Settings | |||
| Sales Person Target Report | |||
| Sales Person Outstanding Report | |||
| Charts & Reports | |||
| Customer Report | |||
| Lead Report | |||
| Customer-wise Product Report | |||
| Product-wise Proposal Report | |||
| Product-wise Customer Report | |||
| Opportunity Report | |||
| Proposal Report | |||
| Customer-wise Outstanding Report | |||
| Sales Person Performance Report | |||
| Accounting & Finances | |||
| Invoice Requests | |||
| Customer Support | |||
| Tickets & Scheduling | |||
| Completion Report with Customer Signature | |||
| Integration | |||
| QuickBooks Online | |||
| Tally Prime | |||
Find if your question is already answered.
Customer Relationship Management system is a software that helps you to maintain better relations with your customers and clients, thus enabling you to grow your customer base even faster and also manage your sales executives in an organized manner.
CRM should be able to maximize the sales of the company and increase good co-ordination between the sales executives and support team to ensure that the clients receive the best service and prompt response.
Once you begin to use the CRM, you will have the power to define the sales workflow for the sales executives and organize them to maximize the deal closure rate. You will find it easy to convert your leads to customers
Absolutely! Elate CRM seamlessly integrates with both Tally and QuickBooks, enabling smooth data synchronization and facilitating efficient financial management for your business.
