We are the CRM Software Experts

Eligeo CRM helps small and medium sized businesses successfully
implement Marketing, Sales & Customer Service Software Solutions

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Eligeo CRM is a specialized Customer Relationship Management (CRM) consultancy firm.

With employees throughout Canada and the United States, we serve small to medium sized businesses across North America.  Providing custom CRM solutions since 2008, our staff is well versed in CRM services including CRM quick starters, bootcamps, consulting, training, customizations, programming and project management.

CRM Virtual Assistant

Whether you have a CRM or you’re looking to implement a new CRM system, Eligeo CRM can offer our CRM Virtual Assistant service.  This is not like you’re traditional virtual assistant as our team comes packed with CRM experience, software developers and expert trainers.

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SugarCRM

Eligeo CRM is a certified SugarCRM Partner.  We can help you support, customize and successfully implement Sugar inside of your business.

 

 

Saleforce

Eligeo CRM’s team of Salesforce experts can help you adopt, implement and customize Salesforce to meet the needs of your organization.

 

 

Technology Business Assessments

Many of our customers have complex requirements which need proper vetting and analysis to find out how much it’s actually going to cost.  Eligeo CRM offers a comprehensive assessment that helps you build a blue print for your CRM implementation.

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CRM Consultants

Eligeo CRM is a team of CRM Consultants & CRM developers based across Canada and the United States. We help our customers successfully implement CRM solutions.

CRM Software

We’re partnered with some of the most popular CRM products in the world including SugarCRMSalesforce and TealCRM.

Customizations

Eligeo CRM helps customers customize their CRM products to meet their needs. Whether it’s an integration, enhancement to the system, or a tweak – we can help.
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CRM Training

Our team is certified on all CRM platforms that we support and customize. We can help provide your team with either pre-planned training courses or customized courses for you.

CRM Add-On's & Integrations

Eligeo CRM has built a number of add-on’s for SugarCRM & TealCRM including Visual Sales Pipeline and SQL Tools.

Custom Software

Looking for an alternative to any of the big “CRM’s”? We’ve developed a number of custom applications including TealCRM and Visual Sales Pipeline.

Our customers look to us when…

They are frustrated with their existing CRM system and it is not performing to what was promised when it was “sold”.

They are new to CRM systems and want an expert to help them deploy, customize, implement and train their staff using the right methodologies.

They know they need a CRM system but are unsure of what which CRM would best fit their business processes.

They want an “all-in-one” CRM solution that integrates with their current systems efficiently and is cost effective.

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Eligeo CRM has served over 150 businesses of all sizes since 2008. We've helped them build custom software solutions, customized existing CRM systems and developed some of the best business relationships you could ever hope for. We love our customers!

Eligeo Yak Blog

SugarCRM Demo – The Mobile App

  SugarCRM Demo – Using the Mobile Application on the I-pad A lot of CRM users are choosing to exclusively use the I-pad application for day to day use, especially sales teams that are frequently on the road.  It has become much easier to open the mobile...

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SugarCRM Demo – The Module Builder

  SugarCRM Demo – Using the Module Builder to build a custom module in SugarCRM Let’s say you have invoices and sales documents you’d like to track in your CRM system.  Sugar doesn’t come with those modules out-of-the-box but you can use...

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Act-On’s New Advanced Social Media Module

Our favourite Marketing Automation tool just got better!  Act-On recently announced the release of their new Advanced Social Media Module.  Now you will be able to publish, listen and report on all of your social media posts directly within the Act-On platform. Act-On...

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The SugarCRM Customer Journey Solution

Ever since SugarCon 2016, SugarCRM has been creating a buzz about the new Customer Journey Plugin.  The plugin developed by AddOptify combined with the Sugar Platform is now officially available as the SugarCRM Customer Journey Solution! The Customer Journey Solution...

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SugarCRM Weekly Demo – August 4th

  SugarCRM Demo – Creating Reports In SugarCRM, there are four different types of reports you can create.  A Rows and Columns Report (most common), Summation Report, Summation Report with Details, and a Matrix Report.  The information you want to see...

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