CRM integration with ELO helps you track activity at every point of the customer's journey and streamline processes

Acquiring new customers and retaining existing ones is critical to your company's success. Delivering excellent customer service is dependent on the ability to access key data in e-mails, support tickets, contracts, or other documents as well as to derive actionable insights from this information. It is therefore crucial that your ECM platform can fully integrate with your CRM system to ensure that everyone has access to key information.

This includes essential customer data and interactions ranging from master files, contracts, and invoices through to lead data captured by sales staff or customer service employees. The result: lower costs, more transparency, and streamlined internal processes. This ultimately benefits the people that matter most — your customers. 

BENEFITS

Transparent processes


All changes to a document are registered, giving you a full audit trail of the document lifecycle.

Individual permissions


The ELO permissions system lets you define authorized users and control access to information.

At your fingertips


The current status of a project and related details are never more than a click away.

Better organized


Store, retrieve, and manage all your documents in one place.

Productive teamwork


Collaboration tools enable employees to exchange information quickly and easily and foster effective teamwork.

Integrated third-party systems

Seamlessly integrates with third-party applications and enables information to travel between disparate systems.

INDIVIDUAL CONSULTATION


No matter what your business needs are, we have the right solution. Arrange a no-obligation consultation with one of our experts to discuss what ELO can do for you.

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