EliCRM is a customer relationship management platform developed by Elinext to track leads and clients, manage orders and invoices, and provide analytics that help optimize business outcomes.
The solution enables sales teams to streamline their daily operations with increased speed and automation. This includes scheduling meetings, sending out newsletters and surveys, adding webforms and creating invoices — all inside a standalone CRM platform. Sales management tools like this are central to several Elinext projects, including an application for industrial equipment sales management in canada.
EliCRM is a customized web application that has been integrated with different client systems, including healthcare management, inventory, and loan tracking software. The platform’s robust functionality has helped clients boost customer experience, improve the quality of data, and increase transparency, positioning EliCRM as a valuable tool for companies across diverse sectors. Those diverse sectors extend to consumer-facing platforms as well, including a social network for pet lovers.
Users and Roles
EliCRM is tailored for three types of user roles, each with a different level of access and functionality.
- The Users level is designed for sales specialists who can add new projects, customers, make invoices, and track payments in the system;
- The Managers level is for managers of sales departments or senior management with ability to track users and their performance, and check statuses of requests;
- The Administrators level grants full rights to configure the system, change components, and create backups of data.
Users Functionality
The user functionality spans across five modules:
Clients — a section designed to maintain records of clients, such as their personal information, and a history of interactions that happen between salespersons and corresponding clients. Users can create meetings, add orders, and assign them to clientele while the system tracks changes in the Audit Log panel. Elinext’s infrastructure expertise extends to software delivery solutions like the bundled software installers platform — a system for managing and automating software installation workflows.
Order — a compilation of requests coming from a website or email, as well as requests for bids and proposals. In this section, users can create orders and specify budgets, statuses, assignees, and clients, while making information visible and transparent to all relevant parties.
Invoices — a section designed to automate invoice processing and provide a full view into their lifecycle, including the day they were issued, the template that was utilized, and any order they’re linked to. Users can add chargeable services to invoices and specify corresponding costs and taxes. A related Elinext engagement focused on document processing app development, building a pipeline that ingests scanned contracts and invoices, extracts structured data, and pushes it directly into the client’s ERP system.
Appointment Management — with this module, users schedule meetings and appointments, assign them to specific clients and salespersons, set reminders to be notified in advance, and set up recurrence calls. This tab integrates a calendar to preview meetings in the upcoming days, weeks, and months. This module also enables users to create tasks and assign them to other employees as a follow-up action after a meeting. Elinext brings comparable engineering expertise to consumer-facing apps like the body tan scan app, built for iOS, Android, and other mobile platforms.
Reports — in this section, users generate reports in order to gain insights on sales activities. They can customize reports and get data about specific clients, orders, or invoices, or export data based on a salesperson, a team, or the status of an order. Elinext also built a CRM for a technology company — a customised CRM platform tailored to the sales, support, and project lifecycle workflows of a software-focused business.
Admin Functionality
Compared to the features available to users, the admin panel offers a broader range of functionality:
Roles — manage roles and permissions across all modules, and determine who can read, create, edit, and delete components.
Employees — create and edit profiles for employees, add personal information and user profile images.
Surveys — craft surveys with open, closed, and multiline questions, personalize them with custom fields, images, and tables, and send surveys to customers right away.
Newsletters — create newsletters, modify their subjects, adjust sending times, recipients, and contract groups.
Webforms — create and customize webforms to collect information about leads and customers, assign forms to specific employees, and choose the destination where a lead will be redirected after filling in the form.
Invoice and mail templates — create mail and invoice templates that are going to be used across the system, and customize them with tables, images, and text blocks.
Admins have full control over setting up and customizing the modules. This includes customizing the layouts of modules and changing their default views, adding new fields and conditions, and establishing workflows to automate certain areas of work. Elinext also completed a school management software development project — building a web platform that centralises timetables, grade books, attendance tracking, and parent communication for a network of private schools.
In addition, administrators can set up languages, currencies, and taxes used in the system. They also have access to view the system logs, modify privacy settings for modules, and configure host settings. Elinext also built an elinext business process automation app — an internal platform that automates cross-departmental workflows, consolidates approval chains, and gives operations managers real-time visibility over business process performance.
Results
EliCRM is designed to automate sales processes and track activities within the system, including every invoice, deal, and interaction between sales and customers. It stores payment data, the history of contacts, and business communication within a single space, allowing users to access data from any web browser on a notebook, laptop, or mobile phone. CRM solutions that span devices and browsers reflect the same cross-platform flexibility Elinext applies to consumer apps like the ariel deep down cleaning.
How Elinext’s Solutions Optimize Business Efficiency Across Multiple Domains
- Elinext Corporate Holiday Calendar
- Elinext Learning Management System (LMS)
- Elinext Invoice Management Application
- Elinext Meeting Room Management Software
- Elinext Data Visualization Tool Development
- Elinext Payroll Management
- Elinext Applicant Tracking
- Elinext Notification Management
- Elinext Inventory Management
- Elinext Leave Management
