Customers and companies
Organize people, companies, contact details, categories, and information relevant to each business relationship.
Customer Management & Sales CRM | Elegia Studio
Elegia Digital Services · Sales management
Your customers organized. Your sales opportunities under control.
Centralize contacts, track proposals and sales opportunities, organize tasks, and keep a record of customer relationships in a CRM system tailored to your business.
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Better sales organization
01 · CONTACTS
02 · SALES
03 · ACTIVITIES
04 · HISTORY
05 · VISIBILITY
06 · GROWTH
Customer relationships should not depend on spreadsheets and scattered emails.
When contacts, conversations, and opportunities are spread across different tools, following up with each customer becomes difficult. A CRM creates a shared information hub and helps your team see what has been done, what is pending, and what needs to happen next.
Sales opportunities
Track potential deals by stage, priority, assigned team member, and next follow-up.
Tasks and meetings
Record calls, meetings, appointments, and follow-up actions, with clear responsibilities.
Centralized information
Access notes, interactions, and documents linked to each customer, according to assigned permissions.
Sales activity management
View ongoing opportunities and available indicators to help set priorities and make decisions.
Integrations and customization
Adapt fields, workflows, and connections to other tools when technically feasible and necessary.
For sales teams
More consistent follow-up. Less information lost.
A CRM can support independent professionals, sales teams, service companies, and B2B businesses that need to manage contacts and opportunities over time.
Know every customer. Access customer details and history in one place.
Track the sales process. Know which stage each opportunity has reached.
Coordinate the team. Assign responsibilities and tasks.
Plan the next step. Identify pending follow-ups and priority actions.
Implementation by Elegia Studio
01 · ASSESSMENT
02 · SETUP
03 · DEVELOPMENT
A CRM that fits your business, not the other way around.
We review your existing sales processes and propose an implementation suited to your team size, available data, and actual follow-up needs.
Processes and requirements
Identify customer types, sales stages, users, and essential information.
Environment configuration
Installation and setup of access permissions, fields, views, and the agreed sales structure.
Data import and integrations
Support for data migration and integration with existing systems, subject to technical assessment.
Each solution is scoped individually. Hosting, maintenance, data migration, integrations, and additional features are assessed in the proposal. Some advanced capabilities may require specific extensions or licenses. The configuration and processing of personal data must comply with applicable data protection requirements.
Ready to organize your sales activity?
Turn scattered contacts into customer relationships you can follow through.
Tell us how you currently manage customers and sales opportunities. We will assess the most suitable CRM solution and provide an implementation proposal.
Discuss your project