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 * Software
   * * * monday.commonday.com is a project management and team collaboration
         software that allows teams to organize, plan, and track their work in a
         visual and streamlined way
       * CreatioCreatio provides a variety of tools such as lead and opportunity
         management, sales forecasting, marketing automation, and customer
         service and support, with an integrated system for managing business
         processes and workflows.
     * * SugarCRMSugarCRM is a customer relationship management (CRM) software
         that helps businesses manage and automate their sales, marketing, and
         customer service processes.
       * GeoQuotesGeoQuotes is a quoting and proposal tool that helps businesses
         create and send quotes quickly to their customers.
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   * * * Sales Automation
       * Systems Integration
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     * * Marketing Automation
       * Customer Portals
       * Customer Support
     * * Project Management
       * Workflow Automation
   
   * * * BY INDUSTRY
         
         
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OPTIMIZE OPERATIONS &
DRIVE BUSINESS GROWTH

Digital Workflow & CRM Systems to streamline & scale your business

Schedule a Call


OUR PARTNERS







A STRONG VISION IS CRITICAL TO A COMPANY’S FUTURE

As a Senior Leader, it’s tough to implement that vision when you’re dealing
with:


LACK OF VISIBILITY

Inability to trust data in your
pipelines or confidently create
efficiencies from shareable data.


INSUFFICIENT RESOURCES

Lack of internal expertise and the
time to effectively lead digital
transformation initiatives.


ECONOMIC UNCERTAINTY

High inflation, labour shortages, and
increased wages impact your ability to budget and plan.


WITH THE RIGHT PARTNER AND THE RIGHT SOLUTION, YOU’LL FEEL CONFIDENT YOU’RE SET
UP FOR LONG-TERM SUCCESS




AT ELIGEO, WE HELP YOU


WORK SMARTER, NOT HARDER


A COHESIVE DIGITAL TRANSFORMATION PLAN THAT ALL DEPARTMENTS CAN GET BEHIND

As a leader, you must find the right balance between your people, processes, and
technology to streamline the business and drive results.

Eligeo can help you leverage all three to optimize your business:

People: We put your people first and make sure their needs are aligned with your
vision.
Processes: We’ll optimize how the work gets done, eliminate inefficiencies, and
reduce unnecessary costs.
Technology: We’ll help you choose the best solution for your unique needs.

Schedule a Call



OUR CLIENTS





OPTIMIZE YOUR SALES, MARKETING & CUSTOMER SERVICE EFFORTS

Whether your focus is on customer service, marketing or sales, we offer a
comprehensive range of no code/ low code solutions:

 * Workflow Automation
 * Sales Automation
 * Marketing Automation
 * Project Management
 * Systems Integrations
 * Customer Service Solutions
 * Customer Portals



We help bring calm to your business
to accelerate your team’s progress,
improve the customer experience, and drive growth.

Schedule a Call

monday.com has made our process at least 10X more efficient!

Our staff adopted the custom CRM built by Eligeo in record time because the
implementation team kept my key staff engaged throughout the development
process.

-J. Gonzalez,
Owner, We Paint & Renovate Inc.


HOW IT WORKS


1. BOOK A CLARITY CALL

We’ll take the time to understand your
unique needs, then determine your best
next steps.


2. GET YOUR ROADMAP

Our outcome-driven approach means
you get a clear plan and implementation
at every stage.


3. OPTIMIZE YOUR BUSINESS

Strategically transform and streamline
operations to drive business growth.





TRUSTED BY BUSINESSES LIKE YOURS


NOT ONLY AM I IMPRESSED WITH ELIGEO’S IMPLEMENTATION, BUT THE SALES TEAM ALSO
POSSESSES A HIGH LEVEL OF KNOWLEDGE.

KANXI, CHIEF OPERATING OFFICER, KSI CUISINE SOLUTIONS, MONTREAL, QC

Using monday.com, all our departments can now easily share information and they
can easily find what they need because kitchen projects have so many processes –
delivery, sales, payment, accounts receivable, and installation – Eligeo’s
custom implementation solved this by sharing one item across teams while also
lowering the cost of operating for us.


MONDAY.COM HAS MADE OUR PROCESS AT LEAST 10X MORE EFFICIENT!

J. GONZALEZ, OWNER, WE PAINT & RENOVATE INC., STOCKTON, CA

Our staff adopted the custom CRM built by Eligeo in record time because the
implementation team kept my key staff engaged throughout the development
process.


BEFORE ELIGEO AND MONDAY.COM, EVERYTHING WAS MANUAL

VALERIE, DIRECTOR OF IMPLEMENTATION TRAINING AND DEVELOPMENT, EMOVI, LAVAL, QC

We’ve learned a whole new way of thinking about data, how it moves and how we
communicate it—it’s been great. Eligeo was also able to take each of our
departments and meet their individual needs while also getting them
inter-connected.


ELIGEO IS GREAT AT PROVIDING THE SUPPORT AT GETTING OUR TEAM UP AND RUNNING

CRYSTAL, CONSULTANT, ORGANIC BC, VERNON, BC

I appreciate how, when there are little questions, Eligeo gets back to us right
away, and when there are bigger requests, they really work with us closely to
co-create a solution.


ELIGEO’S EXPERTISE IS INVALUABLE

NEIL, DIRECTOR OF IT, MAGELLAN LUXURY HOTELS, WINNIPEG, MB

Thanks to Eligeo’s expertise, we were able to concentrate on our internal
systems and make the right decisions about customizing and integrating the tool
with other platforms.


THE SOLUTION IS SOMETHING STRAIGHTFORWARD, NO STEEP LEARNING CURVES.

JOSEPH, SENIOR ASSOCIATE AND DIRECTOR OF THE RENDERING DEPARTMENT, FERGUSON
SHAMAMIAN, NEW YORK, NY

I suppose we were just looking for someone who could say, ‘this is what you can
do and this is how you can do it.’ and the result was that we got there 30 times
faster than if it was just us working on a solution.


WITH THE IMPROVEMENTS THAT KATHY (ELIGEO SUPPORT) BROUGHT IN, WE HAVE SEEN A 50%
OVERALL IMPROVEMENT IN OUR SALES PROCESS.

OFFICE MANAGER, CRAFTSMAN CONCRETE FLOORS, TEXAS, USA

Kathy helped us optimize our quoting process and eliminated the need for
constantly saving files from monday.com. Another thing I’d like to mention is
that, the solution she helped us adopt has been saving me at least an hour on
average, each day.


NOT ONLY AM I IMPRESSED WITH ELIGEO’S IMPLEMENTATION, BUT THE SALES TEAM ALSO
POSSESSES A HIGH LEVEL OF KNOWLEDGE.

KANXI, CHIEF OPERATING OFFICER, KSI CUISINE SOLUTIONS, MONTREAL, QC

Using monday.com, all our departments can now easily share information and they
can easily find what they need because kitchen projects have so many processes –
delivery, sales, payment, accounts receivable, and installation – Eligeo’s
custom implementation solved this by sharing one item across teams while also
lowering the cost of operating for us.


MONDAY.COM HAS MADE OUR PROCESS AT LEAST 10X MORE EFFICIENT!

J. GONZALEZ, OWNER, WE PAINT & RENOVATE INC., STOCKTON, CA

Our staff adopted the custom CRM built by Eligeo in record time because the
implementation team kept my key staff engaged throughout the development
process.


BEFORE ELIGEO AND MONDAY.COM, EVERYTHING WAS MANUAL

VALERIE, DIRECTOR OF IMPLEMENTATION TRAINING AND DEVELOPMENT, EMOVI, LAVAL, QC

We’ve learned a whole new way of thinking about data, how it moves and how we
communicate it—it’s been great. Eligeo was also able to take each of our
departments and meet their individual needs while also getting them
inter-connected.


ELIGEO IS GREAT AT PROVIDING THE SUPPORT AT GETTING OUR TEAM UP AND RUNNING

CRYSTAL, CONSULTANT, ORGANIC BC, VERNON, BC

I appreciate how, when there are little questions, Eligeo gets back to us right
away, and when there are bigger requests, they really work with us closely to
co-create a solution.


ELIGEO’S EXPERTISE IS INVALUABLE

NEIL, DIRECTOR OF IT, MAGELLAN LUXURY HOTELS, WINNIPEG, MB

Thanks to Eligeo’s expertise, we were able to concentrate on our internal
systems and make the right decisions about customizing and integrating the tool
with other platforms.


THE SOLUTION IS SOMETHING STRAIGHTFORWARD, NO STEEP LEARNING CURVES.

JOSEPH, SENIOR ASSOCIATE AND DIRECTOR OF THE RENDERING DEPARTMENT, FERGUSON
SHAMAMIAN, NEW YORK, NY

I suppose we were just looking for someone who could say, ‘this is what you can
do and this is how you can do it.’ and the result was that we got there 30 times
faster than if it was just us working on a solution.





HOW CAN WE HELP YOU?

We work with customers in several specialty industries:

 * Construction

 * Finance

 * Insurance

 * Manufacturing

 * Business Services

 * Not For Profit

 * Healthcare

 * Higher Education

Don’t see yours here?
Don’t worry – we want to hear about your project, too!

Schedule a call today to tell us more and to get started.

Schedule a Call



INSIGHTS FROM THE BLOG

Business Management


USING WORKFLOW AUTOMATION FOR A PROFITABLE FUTURE

Rashi Aug 23, 2023 3 Min read
Are you tired of drowning in a sea of administrative tasks, struggling to piece
together scattered information, and feeling like your systems are more like

Read More »

Read More
Events


FINANCE INDUSTRY INSIGHTS FROM FINOVATE SPRING 2023

Rashi Jun 27, 2023 2 Min read
Lack of effective communication and efficiency within an organization can have
significant and far-reaching consequences if left unaddressed. I recently talked
with our Director of

Read More »

Read More
Business Management Client Case Studies CRM monday.com


HOW BERKSHIRE NATURAL RESOURCES COUNCIL REVOLUTIONIZES CONSERVATION EFFORTS WITH
MONDAY.COM

Rashi Jun 20, 2023 2 Min read
Berkshire Natural Resources Council’s (BNRC) tireless mission is to preserve the
awe-inspiring beauty and ecological splendor of the Berkshires, ensuring that
future generations can revel

Read More »

Read More
Client Case Studies monday.com


A FRESH START TO MONDAY.COM – PEACE IS LOUD & FORK OFFICE  

Rashi Jun 7, 2023 2 Min read
In the world of project management and team collaboration, finding the right
tools to streamline processes and boost productivity is crucial. Fortunately,
monday.com has emerged

Read More »

Read More
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SOFTWARE

 * monday.com
 * Creatio
 * SugarCRM
 * GeoQuotes
 * monday.com to Sugar
 * Apps by Eligeo


SOLUTIONS

 * Workflow Automation
 * Sales Automation
 * Marketing Automation
 * Project Management
 * Systems Integration
 * Customer Service Solutions
 * Customer Portals


INDUSTRIES

 * Construction
 * Finance
 * Insurance
 * Manufacturing
 * Business Services
 * Not For Profit
 * Healthcare
 * Higher Education


INSIGHTS

 * Blog
 * Instagram
 * YouTube
 * LinkedIn
 * Facebook
 * Events

© Eligeo CRM Inc.



Close
 * Software
   * monday.com
   * Creatio
   * SugarCRM
   * GeoQuotes
 * Solutions
   * Sales Automation
   * Marketing Automation
   * Project Management
   * Customer Portals
   * Customer Support
   * Customer Service
   * Workflow Automation
   * Systems Integration
   * Finance
   * Construction
   * Insurance
   * Manufacturing
   * Business Services
   * Not for Profit
   * Healthcare
   * Higher Education
 * Insights
   * Blog
   * Upcoming Events
   * Client Case Studies
 * About
   * Jobs
 * Schedule a Call