Made To Grow Your Business.....

Reasons to work with us.

Ermelo CRM is complete Customer Relationship Management software that is a great fit for almost any company, or many other uses. With its clean and modern design, Ermelo CRM can help you look more professional to your customers and help improve business performance at the same time.

01 

...Take Your Business to
the Next Level.
 

CRMs need to focus on customers and Ermelo CRM does that with a powerful consultative, relationship approach and support system that helps you track and resolve issues quickly via the integrated ticket system and customer reminders. Assign reminders to yourself, one or many staff members and with one click, reminders can be sent to email and in-app notification system. These features and more can take customer satisfaction to the next level. Ermelo CRM has many features designed to fit many applications. Find out more about the features below and or you can contact us for a demo of the how Ermelo CRM can help you succeed

02 

TOP
Quality.
 

Our aim is to help clients solve their businesses problems in a digital world, and our objective is consistently achieved. Our work has been praised for its obvious and not so obvious attention to detail. This type of attitude has proven to be successful for us.

Our products and services are created transform organisations for the digital economy. Our products drive sales with a cross-channel, digitally-led approach to manage a high-value relationship, not an order form.

03 

Reach success day by day 

Analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales

Projects

Manage and invoice projects with the powerful project management feature. Track expenses and time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track time logged by assigned project member.

Invoices

Build professional and great looking invoices. Attach files and send directly to your clients including the invoice PDF. Invoice with different tax based on item. Create recurring invoices who will be regenerated automatically based on your setup for recurring invoice (every X months). You can set recurring starting from 1 month to 12 months.

Manage Leads

With the simple Kan Ban you can keep track of leads and easily follow their progress.Attach files, convert lead to customer, auto import leads from email, create proposals, leave notes.

Expenses

Record company expenses. Set up a recurring expense and the expense will automatically be created after the specified period. The period time could be days, weeks, months or years. Ability to set expenses billable to customers or projects.

Reports

Reports Reports Sales Item Reports Total report income Reports by customer Custom date picker Leads Conversions Knowledge base articles (Track if your article is useful to clients, improve text based on votes).

Tasks

Assign task to multiple employees, add task followers, task comments allowed, task attachments.

Online Payments

Record and receive payments . Customers can pay you via payment  gateways. Auto generated PDF after each recorded payment

Support System

Great support ticket system with auto response. Private ticket staff notes, ticket assignments, attachments, predefined ticket replies, insert knowledge base link, ticket priorities, ticket statuses.

Knowledge Base

Add knowledge base articles from text editor. “Did you find this article useful?” vote included in clients area.

Contracts

Use contracts feature to lock in current and feature sales. Create PDF documents in a minute and to your customers via built-in sending contracts feature. Ability to send customer reminders before contracts expiry.

Surveys

Create surveys and impress your customers. Add your question and improve your company productivity. Ability to send surveys to leads/customers/staff members and manualy created mail lists.

Calendar

Have clear view of all your company events, invoice expiry dates, contracts expiration, estimate expiration, tasks finish date
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