Follow up on every lead. Win more deals.
A simple sales CRM: leads, a drag-and-drop pipeline, workflows that do the follow-ups for you, and quotes and invoices when you win. Free for 2 users - pay only for the people who sell.
Free plan for ever · 14-day free trial of every feature · no card needed
Hello, Sam
My to-dos All activities
Deals needing attention Pipeline
Pipeline Report
Won last 6 months
From enquiry to paid invoice - in one place
No copying between apps. Each step picks up where the last one left off.
Everything a sales team needs. Nothing it doesn't.
Set up in minutes - a ready-made pipeline, lead sources and lost reasons are waiting for you.
Drag-and-drop pipeline
See every deal by stage. Drag it forward as it moves, drop it on Won or Lost. Totals and weighted value update as you go.
Leads in seconds
Add an enquiry in five seconds, from a call, walk-in or WhatsApp. Duplicates are spotted by phone and email. Convert to a customer and deal in one click.
Follow-ups that happen
Plan calls, meetings and tasks. Reminders before each one, "Your day" every morning, and a warning on deals with nothing planned.
WhatsApp & SMS built in
WhatsApp any lead with templates in one click. Connect your WhatsApp Business number: replies land on the record and new chats become leads. SMS with MSG91 or Twilio.
Click-to-call, recorded
Click the phone button: your phone rings, then the customer. Every call is logged on the record with its recording. Calls to your number ring the right person. Your own Twilio or Exotel account.
Quotes customers accept online
Products on the deal become the quote. Your customer accepts it from a link with their name and signature - and the order or invoice makes itself, straight into your books. VAT / GST-ready.
Your whole team
Give leads and deals to people, see who is doing what, and keep everyone's work in one place. Add users as your team grows.
Reports & dashboards
Ready-made dashboards and reports, or build your own: any records, filters and chart. Click a bar to see its deals, and email it to your team every Monday.
Contacts & companies
Every person and company with their deals, quotes, invoices, what they owe, notes, files and history on one page.
Fits your business
Add your own lists - Properties, Vehicles, Students, Projects - with their own fields, linked to contacts and deals. Arrange every form in sections, with required fields and smart rules.
Speaks your team's language
Each person works in English, Spanish, French or Portuguese, with dates their way. Booking pages and quotes greet customers in your language, and Contacts can become Patients.
Workflows
When a lead comes in, a deal moves or goes quiet, CRM plans the follow-up, sends the email or alerts your team - by itself.
Lead assignment
New leads from your website, imports or the team are shared out in turn, or by source, area or value. Nobody waits.
Lead scoring
Points for what matters to you. Hot, warm and cold leads at a glance, so your team calls the best ones first.
Your inbox, on every record
Connect Gmail, Outlook or your business email: emails with customers land on their records, replies alert the owner, and you answer from your own address.
Do it all,
and then some more!
Leads
Every enquiry - from your website, a call, WhatsApp or an import - lands as a lead, goes to the right person in turn and gets a score, so the hottest ones are called first.
Pipeline
See every deal by stage. Drag it forward as it moves; totals and weighted value update as you go.
Contacted3 · $184,000
Proposal2 · $240,000
Negotiation1 · $95,000
Follow-ups
Calls, meetings and tasks with reminders, and a "Your day" email every morning. Deals with nothing planned are flagged.
Quotes accepted online
Products on the deal become the quote. Your customer accepts it from a link with their name and signature, the deal moves to Won and the invoice lands in your books - VAT / GST-ready.
Automation, campaigns and more
Workflows plan the follow-ups and send the emails by themselves. Reach hundreds personally, take bookings, call and WhatsApp from the record, and keep it all secure.
Features at a glance
Capture every enquiry in seconds and make sure the right person calls it back, fast.
- Web forms, imports and WhatsApp chats become leads
- Shared out in turn, or by source, area or value
- Hot, warm and cold scores - and duplicates spotted
| Item | Qty | Amount |
|---|---|---|
| Office desks | 24 | $144,000 |
| Fit-out labour | 1 | $66,000 |
Track every opportunity from first call to won, with its products, people, files and history in one place.
- Drag-and-drop pipeline with weighted totals
- Several pipelines with your own stages
- Lost reasons, close dates and stuck-deal warnings
Plan calls, meetings and tasks, get reminded before each one and see your week at a glance.
- Reminders by email and in the app
- Calendar with drag, plus Google and Outlook sync
- Booking pages customers use to pick a free slot
# QT-0042
| Item | Qty | Rate | Amount |
|---|---|---|---|
| Laser Printer LP-200 | 2 | $24,500 | $49,000 |
| Annual Maintenance | 1 | $19,600 | $19,600 |
Turn a deal into a quote in one click. Your customer accepts it online and the invoice makes itself.
- Products and price lists picked up for you
- Accept online with name and signature
- Sales orders and invoices that go into your books
Follow up with hundreds of people personally - from your own mailbox, a few at a time.
- Mass email with each person's name and an unsubscribe link
- Sequences of emails, calls and tasks that stop when they reply
- Opens, clicks, replies and bounces counted
Ready-made dashboards and reports - or build your own with any records, filters and chart.
- Pipeline, won and lost, and sales by person
- Monthly targets with an "on track" meter
- Click a bar to see its deals; email reports every Monday
Never forget a follow-up again
Every morning each person gets "Your day": the calls, meetings and tasks due, deals closing this week and new leads waiting. A reminder arrives before each call. Deals with nothing planned - or stuck for too long - are flagged on the board and on Home.
- Reminders 5 minutes to a day before, by email and in the app
- Log the outcome and plan the next step in one go
- Alerts when a lead or deal is given to you, and when deals are won
Your day · 3 to do, 1 deal to close
Let CRM do the routine work
Tell it once: when something happens, if it matches, then do this. Calls get planned, emails go out, the team is alerted and leads find their owner - while you sell.
- Ready-made workflows: start in one click, change anything
- Timed checks: a lead not called in 2 days, a deal quiet for 14, a close date near
- Round-robin lead assignment and hot / warm / cold lead scores
- A run history for every workflow - see exactly what it did
Follow up with hundreds - personally
Mass email and sequences go out from your own mailbox, a few at a time, so they look like you wrote them and land in the inbox. A reply stops the follow-ups at once.
- One email to a filtered list, with each person's name and an unsubscribe link
- Sequences: emails, calls and tasks over days, as replies in one conversation
- See who opened, clicked, replied, bounced or unsubscribed
- Safe daily limits per mailbox; pauses itself if too many bounce
Made for the way your team works every day
Fewer clicks on every record, on the computer and on the phone.
More than a pipeline
Free for 2 users, priced per user as you grow - and the quotes and invoices you send land in your books.
| Typical CRMs | Ellibo CRM | |
|---|---|---|
| Quotes & invoices that go into your books | ||
| Call & WhatsApp in one tap | Often an add-on | |
| Same customers in Accounting, Inventory & Subscriptions | Separate tools | |
| Free plan | Limited | 2 users, free for ever |
Made for businesses that sell
Questions
What is Ellibo CRM?
A simple sales CRM for small and growing businesses: capture leads, follow up on time, move deals across your pipeline, and send quotes and invoices when you win - from any browser, on a computer or phone.
Is it priced per user?
Yes. The Free plan includes 2 users, free for ever. Paid plans are priced per user, so you pay only for the people who use CRM and add more as your team grows.
Can I send quotes and invoices from the CRM?
Yes. Make a quote from a deal (its products go straight in), turn it into a sales order or invoice, email the PDF and record payments - all VAT / GST-ready. They are real documents in your books, so Ellibo Accounting and Inventory see them too.
Will my team get reminders?
Yes. Everyone gets a "Your day" email each morning with their calls, meetings and tasks, a reminder before each one, and an alert when a lead or deal is given to them. Each person chooses which emails they get.
Who sees what?
Roles keep it simple: Admin, Manager (everyone's deals and reports), Sales (their own leads and deals) and Viewer (read-only).
Can I bring my contacts from Excel?
Yes. Import leads or contacts from Excel or CSV; the columns are matched for you, and people already in the CRM are skipped.
Can it do the follow-ups by itself?
Yes. Workflows plan a call when a lead comes in, alert the team when a deal goes quiet, send a thank-you email from your template, move a stage or tag a record - by themselves. Assignment rules share new leads out to your team in turn, and lead scoring shows who is hot. Start from ready-made workflows in one click.
Can I see my emails with customers in the CRM?
Yes. Connect Gmail, Outlook / Microsoft 365, Yahoo, iCloud or your business email, and emails with your leads, contacts and companies appear on their records - only those, from the day you connect. Reply from CRM with your own address. No mailbox to connect? BCC your CRM address on any email. Passwords are stored encrypted, and Microsoft sign-in never shares your password.
Can I email many customers at once?
Yes. Mass email sends one personal email to a filtered list of leads or contacts, each with their own name, an unsubscribe link and optional open and click counts. Sequences follow up with one person at a time - emails, calls and tasks over days - and stop by themselves when they reply. Both go out from your own mailbox, a few at a time within a safe daily limit, so they land in the inbox.
Does it work with WhatsApp and SMS?
Yes. Message any lead or contact on WhatsApp from their page with templates - on every plan, no setup. Connect your own WhatsApp Business number and replies land on the record, new chats become leads, and you see delivered and read ticks. SMS works with your own MSG91 (India, DLT-ready) or Twilio (worldwide) account, and sequences can include WhatsApp and SMS steps. You pay your provider directly; Ellibo adds nothing per message.
Can customers book meetings with me?
Yes. Share your booking page link: customers pick a free time from your working hours (and your Google or Outlook calendar, if connected), the meeting and the lead are added to CRM, and they get an invitation with a reschedule link. Your CRM calls and meetings can also show in Google, Outlook or Apple Calendar.
Can my customer accept a quote online?
Yes. Every quote has a private link - in the quote email, or copy it into WhatsApp. Your customer sees the quote, downloads the PDF and accepts it by typing their name (and signing, if they like), or declines it with a reason. You get an alert, the deal moves to Won, and the sales order or invoice can be made for you, straight into your books.
Does it connect with my website and other software?
Yes. Web forms bring website enquiries in as leads on every plan. From the Standard plan, the REST API lets your website or any software add and read leads, deals, contacts and activities with an API key, and webhooks tell other programs the moment a lead comes in, a deal is won or a quote is accepted. Zapier, Make and Pabbly Connect work through their webhook and HTTP steps - no code needed.
Is my data safe? Who can see what?
You decide. Besides the Admin, Manager, Sales and Viewer roles, you can make custom roles (for example a telecaller who can't delete or download), hide amounts or phone numbers from some people, and group salespeople into teams. Every view, change, deletion and download is recorded in an audit log, and you can download a full backup of your CRM any time.
Does it work on my phone?
Yes. Ellibo CRM runs in any browser. On a phone, records show the details first, the calendar shows your day at a tap, and quick search opens full screen.
Is there a free plan?
Yes: 2 users, 1 pipeline, 250 open deals and 2 workflows, free for ever, with quotes, invoices and reminders. Every new business also gets a 14-day free trial of every feature, no card needed.
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