CRM for Financial Services

Tracking customers and relationships has never been easier

CRM for Financial Services

Eligeo CRM specializes in building out CRM’s for all kinds of industries.  When it comes to managing relationships and information on your clients, a CRM is imperative.  Eligeo CRM can help you configure the perfect relationship management tool for your financial service company.

Customer Profiles

With a CRM you can configure specific profiles for each of your clients.  You can specify what information you’d like to track including all of the particular details you would capture for their applications.  Whether it’s a birthday reminder or storing complete profiles of your customers you can do it with a powerful CRM platform.

Security & Trust

For many financial service companies, security is paramount.  Eligeo CRM works with both on-premise installed software and software-as-a-service.  When hosting in the cloud we can help you find the right data centre from the United States to Canada to Europe and all the way down under to Australia.

Track Opportunities

When it comes to your portfolio, you’re following up constantly with a number of opportunities.  Keeping track of what policies you’re offering them and when they may be making decisions can help you establish a pipeline of what business to pursue and who to follow up with.


All of the CRM’s that Eligeo CRM works with are 100% mobile capable with iOS and Android platforms.  Subscriptions with these vendors also offer offline capabilities to ensure that when you’re away from the Internet you can easily capture information and re-sync when you get back to a hotspot.

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