Loading
Solutions · Sales teams
Small sales teams use EloSync to capture prospects, assign ownership, schedule follow-ups, and review what needs attention — without bolting on a separate task tool.
My team's tasks
Call Acme Studio
Sara · Due Today
Prepare Northwind brief
James · Due Tomorrow
Update Bright Co. notes
Amina · Due Wed
When prospects live in personal inboxes and follow-ups live in memory, pipeline reviews become guesswork and handoffs between teammates break down.
Log each prospect as a lead, assign a salesperson, create the next follow-up task, and schedule meetings when needed. Install Opportunities and Quotations when you want a fuller sales lifecycle.
Capture prospect
Assign salesperson
Schedule follow-up
Update lead stage
Review open work
Start with free Leads and Tasks. Install more only when your workflow needs them.
EloSync includes CRM modules such as Leads, Contacts, Companies, and Opportunities. Start with Leads and Tasks; install more CRM modules from the Marketplace as needed.
Shared tasks and lead assignment help the team see ownership. Permissions control who can view and edit records.
Leads, Tasks, and ToDos are included. Many CRM modules are free to install. Paid add-ons include Automation, WhatsApp Cloud, AI Assistant, and Branded.