ElevateCRM App Template
20 ClonesBy Lucas Swanner
ElevateCRM
ElevateCRM is a modern AI-powered customer relationship platform built to help teams manage leads, close deals, organize customer communication, and grow revenue from one connected workspace.
Its intelligent daily brief, advanced sales calendar, visual pipelines, automated follow-ups, and built-in AI agents keep important opportunities moving while reducing repetitive administrative work. From the first lead to onboarding, support, renewal, and expansion, ElevateCRM gives businesses a complete view of every customer relationship.
Main Features
- AI-powered daily priorities, insights, and next-step recommendations
- Contact, company, lead, and customer account management
- Customizable visual sales pipelines and deal workspaces
- Advanced CRM calendar with meeting preparation and follow-up tracking
- Shared inbox, communication history, and AI-assisted replies
- Sales sequences and automated outreach workflows
- Tasks, scheduling, reminders, and team workload planning
- Customer onboarding, health scoring, renewals, and expansion tracking
- Support tickets, knowledge base, and customer portal
- Products, quotes, proposals, contracts, invoices, and payments
- Reports, forecasting, revenue analytics, and customizable dashboards
- Visual automation builder and configurable AI agents
- Custom fields, objects, permissions, integrations, and team roles
- Responsive light, dark, and evening themes
- Launch Center for safely removing sample data and preparing the workspace for real use
Productivity