Elotree
CRM & CLIENT MANAGEMENT FOR AGENCIES, CONSULTANTS & FREELANCERS
Turn prospects into customers and convert them to repeat buyers.
Transform leads into loyal customers with Elotree’s integrated CRM. Share proposals, manage contracts, and watch your business grow.
No credit card required
Engage your leads and prospects
Nurture your leads, share proposals, follow up and turn them into prospects.
Share proposals
with prospects to convert them.
Add follow-ups
to never miss out on engaging leads.
Create orders
for predefined service packages for clients.
Send proposals to prospects
Use Elotree to craft proposals for prospects when they are ready to convert.
Predefined service packages
Create products for frequently sold service offerings and create orders for clients quickly.
Create orders for quick client turnover
Use orders to convert new opportunities or upsell to your current customers.
Keep relations with clients warm with a deep Understanding
Gain clarity on project execution, address concerns, engage proactively, and boost account revenue.
Monitor project execution, Track projects for any client or go deep into one.
Track the financials, raise invoices, and record payments.
Serve their concerns with discussions and tickets.
Involve your clients in the action
Elotree allows you to assign clients to projects with their dedicated accounts, enhancing collaboration and engagement.
Opt for a client login
Let your clients stay in sync with their projects.
Let clients chat
and create tickets using their dashboard.
Notify clients
Send global notifications to all clients about business updates.
Do more with Elotree
Manage your projects
Plan and execute projects and deliver great outcomes on time.
Manage your finances
Stay on top of your expenses and earnings for better financial health.
Manage your workforce
Keep your team happy and productive with built-in HR tools.
Freelancers
Consultants
Agencies & Firms
Connect your existing tools to do more with Elotree
Integrate your payment systems, cloud storage and more.
Hear from Our Customers
Be operationally excellent with Elotree
Elotree reduces cost and complexity in running your business.
