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Eligeo CRM Inc.
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        • monday.commonday.com is a project management and team collaboration software that allows teams to organize, plan, and track their work in a visual and streamlined way
        • CreatioCreatio provides a variety of tools such as lead and opportunity management, sales forecasting, marketing automation, and customer service and support, with an integrated system for managing business processes and workflows.
        • SugarCRMSugarCRM is a customer relationship management (CRM) software that helps businesses manage and automate their sales, marketing, and customer service processes.
        • GeoQuotesGeoQuotes is a quoting and proposal tool that helps businesses create and send quotes quickly to their customers.
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ChatGPT and CRM

ChatGPT and CRM

April 17, 2023April 12, 2023 by Rashi

If you’re looking to take your CRM strategy to the next level? Look no further than ChatGPT. The innovative AI-powered chatbot can provide your business … Read More

Categories CRM, General Leave a comment
Reading List to Grow Your Association - Blog Banner

Reading List to Grow Your Association

January 27, 2023January 1, 2022 by derekmajor

Professional and trade association managers wear many hats. You can get overwhelmed with the day-to-day and never have enough time to grow or nurture yourself … Read More

Categories General Tags association management, organization, project management, reading list, time management
The #1 Thing Companies Don't Understand About Their Business

The #1 Thing Companies Don’t Understand About Their Business

January 30, 2023November 19, 2020 by derekmajor

If you build your company from the ground up, it becomes special to you—and rightfully so. However, when it grows, expands and becomes successful, it’s … Read More

Categories General Tags business process
Think You're Too Small for CRM?

Think You’re Too Small for CRM?

January 30, 2023March 1, 2016 by eligeo

Regardless of size and industry, customer relationship management (CRM) software will help you manage leads, contacts, vendors and more. Just because you’re a small business … Read More

Categories CRM, General Tags crm, insightly, small business
The Dos and Don'ts of Choosing the Right CRM System

The Dos and Don’ts of Choosing the Right CRM System

January 30, 2023February 29, 2016 by eligeo

An excerpt from Dan Leubitz’s article in QIR4 2015. Dan analyzes in detail all the relevant factors to consider when choosing a CRM, and examines … Read More

Categories CRM, General, Sales
7 things a CRM will teach you about your company

7 things a CRM will teach you about your company

January 31, 2023June 18, 2015 by derekmajor

I often meet a lot of business owners and executives that are pondering the merits of purchasing a CRM system for their company.  Whether you’re … Read More

Categories CRM, General Tags choosing a crm, crm

Technology shouldn’t dictate your business process

January 31, 2023March 16, 2015 by derekmajor

If you’ve ever been in a consulting session with me then you’ve probably heard me utter these exact words: Technology shouldn’t dictate your business, your … Read More

Categories General

The endless possibilities of CRM

January 31, 2023January 5, 2015 by derekmajor

I love the business of CRM.  It really is an industry that has a life of it’s own. No matter what industry you find yourselves … Read More

Categories CRM, General

Getting Started with CRM: The Essentials

January 31, 2023July 29, 2014 by derekmajor

The modern business environment is defined by, and thrives upon, progressive customer relationships. All the feedback and criticism that the organizations of today depend on … Read More

Categories CRM, General

Your CRM should be the hub for customer database software

January 31, 2023May 27, 2014 by derekmajor

One of the recurring themes that I tend to see during my consulting visits with clients is that they all end up striving for the … Read More

Categories General
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Recent Posts

  • Why is No-Code Ideal for the Construction Industry?
    Why is No-Code Ideal for Construction? May 26, 2023
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    Craftsman Concrete Floors: Sales, GeoQuotes and Everything in Between May 2, 2023
  • ChatGPT and CRM
    ChatGPT and CRMApril 12, 2023
  • Streamline your business operations and cut costs with monday.com CRM
    Streamline Your Business Operations and Cut Costs with monday.com CRMMarch 20, 2023
  • Personalized monday.com Implementation - How KSI Cuisine Solutions Streamlined Communications
    Personalized monday.com Implementation – How KSI Cuisine Solutions Streamlined CommunicationsMarch 15, 2023

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© Eligeo CRM Inc.

  • Software
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