Sales teams
Capture new enquiries, move opportunities through a clear pipeline
and keep every next action visible.
CUSTOM CRM SYSTEMS
Every lead and client in one clear system.
A CRM designed around your sales process—not a generic platform your team has to work around. Track every enquiry, conversation, follow-up and client from one place.
BUILT AROUND YOUR WORKFLOW
Your CRM should match the way your business sells.
Every business handles enquiries, follow-ups and clients differently. Your system should reflect that.
Mortgage & financial advisers
Manage clients, appointments, documents, case stages and important
follow-ups in one place.
Recruitment agencies
Connect candidates, clients, vacancies, conversations, tasks and
placement progress.
Estate & letting agents
Track applicants, valuations, vendors, landlords, viewings and
follow-up activity.
Professional services
Keep prospects, active clients, projects, documents and renewals
organised.
Growing businesses
Replace scattered spreadsheets and inboxes with one CRM built around
your own process.
WHAT YOUR CRM CAN DO
Everything your team needs to keep business moving.
Lead capture
Send website enquiries and new opportunities directly into your CRM.
Visual pipeline
See every opportunity, its current stage and what needs to happen next.
Client records
Keep contact details, conversations, notes and history together.
Tasks & follow-ups
Assign actions, set reminders and stop opportunities going quiet.
Email & notifications
Trigger useful messages and keep staff informed when records change.
Documents
Store important files against the correct lead or client record.
Roles & permissions
Give each team member access to the information and actions they need.
Reporting
Understand pipeline value, conversion, activity and team performance.
Integrations & automation
Connect forms, calendars, email, payments and existing software.
FROM ENQUIRY TO CLIENT
One clear journey from first contact to closed business.
STEP 01
New enquiry
→
STEP 02
CRM lead record
→
STEP 03
Sales pipeline
→
STEP 04
Follow-up & conversion
BEFORE
Leads spread everywhere.
Disconnected spreadsheets
Leads buried in inboxes
Missed callbacks
Duplicate data entry
Unclear ownership
No pipeline visibility
WITH YOUR CRM
One organised pipeline.
One lead database
Automatic enquiry capture
Follow-up reminders
Complete client history
Clear responsibility
Live pipeline reporting
HOW IT WORKS
Six simple steps.
We map your sales and client journey first, then build the CRM around it.
Consult
We understand how enquiries become clients in your business.
Quote
You receive a clear scope, delivery plan and agreed build price.
Build
We build your records, pipeline, permissions and automations.
Review
Your team tests the CRM against real everyday scenarios.
Refine
We make the agreed refinements and prepare the system for launch.
Launch
Your CRM goes live and your team can start working from one place.
AFTER LAUNCH
We can manage the CRM after launch too.
Hosting, databases, monitoring, updates and ongoing technical support can stay with Elero as your business grows.
MANAGED CRM SYSTEM
£349.99
per month
- Secure CRM hosting
- Database & system monitoring
- Integration maintenance
- Bug fixes to your Elero-built CRM
- Priority technical support
START A PROJECT
Stop losing track of leads and follow-ups.
Show us how you currently manage enquiries and clients. We'll map a cleaner CRM around the way your business works.