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Solutions · Service businesses
Growing service businesses use EloSync to turn client requests into owned leads and tasks, schedule meetings, and keep delivery work visible to the team.
12
Open leads
5
Tasks due
3
Meetings
Today's focus
3 leads need a follow-up · 2 tasks overdue · 1 meeting this afternoon
Requests arrive faster than the team can organize them. Without shared ownership, client follow-ups compete with delivery work and nothing has a clear status.
Capture each request as a lead or contact touchpoint, assign follow-up tasks, and use Meetings for live conversations. Add Projects, Help Desk, or Invoices when those workflows become daily needs.
Client request
Create lead or task
Assign owner
Schedule meeting
Deliver and follow up
Start with free Leads and Tasks. Install more only when your workflow needs them.
Yes. Tasks and Projects support ongoing work. Leads help when the conversation starts as an inquiry.
No. Install Billing and Accounting modules later from the Marketplace when you are ready.
Create a workspace, then invite users with the roles and permissions they need.