CRM carries the whole relationship you have with a customer. Every step sits here, from a lead to an opportunity, from the first contact to a service record. Service follow-up and closing a sale work side by side, so this is not a box kept apart from sales documents and stock.
Mikro, Logo or Piconn can keep the account record. EQLEM manages the relationship, the activities and the service. If you prefer, you bring both together on one platform. Lead lists in spreadsheets and follow-up scattered across WhatsApp end up in one place.
Sales reps move leads along a board and run the opportunity and quote process. Service teams close requests with SLA tracking and satisfaction scores. AI-assisted suggestions are on the roadmap and are not presented as available today.
Who is it for?
Sales teams use customer cards, the lead board, opportunities and quotes. Most of that works on web and mobile, though the opportunity process is limited on mobile.
Marketing teams run email and WhatsApp outreach, templates, a shared inbox, message sequences and campaigns. All of that is on web.
Service teams handle requests, SLA tracking, satisfaction scores and assignments from both web and mobile.
Operations teams import data and clean duplicates on web. Managers watch territory and customer health views, analytics and custom reports on web. Compliance officers check consent management and the audit trail on web.
How it works
Customer and lead cards and the lead board work on web and mobile. The opportunity and quote process is on web and limited on mobile.
You import data from Apollo, Apify or a CSV file. Duplicate cleanup runs on web and keeps your list tidy.
Customer history and activity records sit on both web and mobile, so a field visit is logged from the phone.
Territory and customer health views are on web. Message sequences, campaigns and inbound calls stay on web too.
Service requests, SLA tracking, satisfaction scores and assignments work on web and mobile. Automation, webhooks, analytics, custom reports and the self-service portal are on web.
When an opportunity closes, you move to Sales and raise the document through document entry. Lists share the list experience rules. Notifications pass on SLA and outreach events. Permissions decide who sees a lead, who may delete one and who may send a campaign.
Benefits
Leads, opportunities and service records sit in one account.
A shared inbox cuts the scatter across channels.
SLA tracking and satisfaction scores turn service quality into a number.
Import and duplicate cleanup reduce the load of dirty data.
You can require an activity before a lead moves to the opportunity stage, which gives the team some discipline.
The consent list stops campaigns going to people who did not opt in. The audit trail shows who changed what.
Related modules
- Sales Management — the document after the quote
- Assets & Inventory — service requests
- Master Definitions — accounts and classification
- Dashboard & Sign-in — sign-in and summary
Related features
List experience, notifications, permissions, reporting, modular licensing, document entry.
Short FAQ
Are AI suggestions ready? No. AI-assisted suggestions are on the roadmap and are not presented as available today.
Is service SLA available on mobile? Yes. Service requests, SLA tracking, satisfaction scores and assignments all work on web and mobile.
Next step
Open a narrow pilot with the lead board and activity logging. Leave message sequences and the self-service portal to a second stage. Keep AI suggestions as a roadmap note. Begin with Try Free, or choose from the Modules catalog.