CRM Software

Excel works well for one person and a few hundred records. The trouble starts as you grow: nobody knows how many copies of the file are going around, who called which customer isn't recorded, the stage of a quote lives only in one person's head, and when that person leaves the knowledge goes too. There are no reminders either — you have to remember the day to call. In a CRM the same record lives in one place, every conversation and quote is added to the customer card, and reminders come up on their own. You can import your existing Excel list; there's no need to start from scratch.

There's no single answer that fits everyone; the right software is chosen by looking at your team's daily work. Ask five questions: does it fit your language and local workflow, do customer messages (WhatsApp, email) come in on their own, is the price clearly stated, where is your data kept, and can it connect to invoicing and accounting later. Enter a few of your own customers in a demo account and try it for a week; if salespeople don't use it, even the best one is useless.

CRM manages what happens before the sale: leads, meetings, deals, quotes. ERP manages what happens after: orders, invoices, stock, accounting. Cortex covers the CRM side and SmartERP the ERP side; both can be connected within ELPO, so you don't have to stitch together two products from different vendors.

Yes. WhatsApp, Telegram, Instagram, Facebook, email and web chat are gathered in a single inbox; a support ticket or a lead record can be opened from an incoming message.

In Türkiye, in ELPO's own data center. There's no dependency on a foreign cloud provider; if you prefer, it can also be installed on your own server.

That is the real problem of every CRM. In Cortex, message and email conversations drop into one inbox automatically, call notes are logged from a single panel, and an AI agent prepares a status summary of the deal before the meeting. Still, there is no such thing as zero data entry — that's the honest answer.

Leads are imported from an Excel (.xlsx) or CSV file: headers are recognized automatically and each column is mapped to a Cortex field (up to 5,000 rows, 5 MB). Before the import, you see how many new leads will be created, how many duplicates will be skipped, and which rows have errors, by row number.

The number of users is set by the license. There are no module limits; CRM, projects, support and HR are parts of the same platform.

The platform is web-based and works on mobile devices; records can be entered from a phone after a field visit.

The pipeline screen shows the number of deals won and lost per month over the last 6 months; the reason for each loss is written on the deal page. If you need a custom report, it can be built with the dashboard designer.