CRM Platform

The Customer Relationship Management (CRM) module is the heart of ElevateSells. Manage your sales pipeline, track customer interactions, and handle billing all in one place.

Pipelines

Pipelines help you visualize your sales process. Move deals through stages from initial contact to closed won.

Kanban View: Drag and drop deals between stages.
Custom Stages: Configure stages to match your unique sales workflow.
Deal Tracking: Assign values, expected close dates, and probability to each deal.

Customers

Maintain a centralized database of all your contacts and companies.

360° View: See all emails, notes, deals, and tasks associated with a customer.
Enrichment: Automatically gather public data to enhance customer profiles.
Segmentation: Tag and categorize customers for targeted campaigns.

Invoices

Create professional invoices directly from your closed deals.

Templates: Customizable invoice templates with your branding.
Recurring Billing: Set up automated recurring invoices for subscriptions.
Tracking: Monitor payment status and send automated reminders.

Orders

Manage product orders and inventory related to your sales.

Product Catalog: Maintain a list of products and services.
Order Management: Track order fulfillment status.
Integration: Sync with accounting software if applicable.