Eligeo is the premier CRM software consulting company in North America.

We provide CRM software systems tailored to your business. Eligeo CRM’s services include CRM quick starters, bootcamps, consulting, training, customizations, programming and project management.

 

Eligeo CRM | SugarCRM | Act-On Marketing Automation | TealCRM

We are a specialized Customer Relationship Management (CRM) consultancy firm

Product certified staff based in Canada

Serving small to medium sized businesses across North America

Our Partners include SugarCRM, Salesforce, TealCRM and Act-On Software

We have been providing solutions since 2008 as CRM specialists

Phone:
+1 888-276-0290

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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!

Our customers look to us when …

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

They do not have a CRM and want an expert to help them deploy, customize, implement and train their staff using the right methodologies.

They have no way of tracking company history, sales of any future prospects or existing customers.

They want an integrated system that works efficiently and cost effectively.

CRM Consultants

Eligeo CRM is a team of CRM Consultants based in Calgary & Vancouver, Canada. 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 SugarCRM and TealCRM.

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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.

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.

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CRM Add-On's & Integrations

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

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.

Eligeo Yak Blog

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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SugarCRM Demo – Customizing fields and layouts with Studio

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...

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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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90 Second SugarCRM Tips – Sugar Plug-in for Outlook

90 Second SugarCRM Tips – Sugar Plug-in for Outlook Anyone who is implementing a new CRM system wants to know if it easily integrates with their email provider.  The Sugar Plug-in for Outlook makes it easy to archive all email communication with your contacts...

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SugarCRM Weekly Demo – July 28th

A new SugarCRM Demo!  A day in the life of a Sales Rep. As a Sales Rep, you probably spend a majority of your day in your CRM system.  Logging calls, making notes, and viewing your potential opportunities.  In this demo we go over viewing your dashboards and adding...

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