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.
Eligeo CRM is a certified SugarCRM Partner. We can help you support, customize and successfully implement Sugar inside of your business.
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.
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.
CustomizationsEligeo 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.
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.
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.
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 – 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...read more
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...read more
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...read more
SugarCRM Demo – Using Studio to customize fields and layouts. Sugar couldn’t make it easier for you to customize your CRM instance. Any administrator has the option to use the developer tools to add and edit fields, change what appears in your layout and...read more
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...read more
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...read more