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.

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.

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.

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.

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.

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.

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.

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.

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.