What is CRM software?
CRM (customer relationship management) software keeps every lead, customer and conversation in one place and helps sales teams decide what to do next. eVitalyst CRM covers leads, contacts, opportunities and pipeline stages, with dashboards for each sales representative and weekly reports for managers.
Because CRM is part of the ERP rather than a separate tool, a won opportunity flows straight into a quotation and a sales order, and the customer record shows orders, invoices and payments as well as calls and meetings. That is a genuine 360-degree view of each customer.
CRM features
Manage every relationship and interaction with customers and prospects. Leads, opportunities and pipeline stages give sales teams a clear view of what to pursue next, and managers a forecast they can trust.
Leads
Capture leads from any source, qualify them and assign them to the right salesperson.
Contacts & Customers
Companies and contact people with their history, documents, orders and balances.
Sales Opportunities
Track deals with value, probability, expected close date and next steps.
Pipeline & Sales Stages
Define your sales stages and see every opportunity moving through the pipeline.
Sales Rep Dashboard
Each salesperson sees their leads, opportunities, tasks and targets in one place.
Weekly Sales Reports
Managers get weekly activity and pipeline reports without chasing updates.
Quotation Tracking
Follow quotations sent to prospects until they are won or lost.
Why businesses choose eVitalyst CRM
A 360-degree customer view
Sales, service and finance history on one record.
A pipeline you can forecast
Stages and probabilities turn into a reliable forecast.
Follow-ups that never slip
Tasks and reminders keep every lead moving.
From deal to order in one step
Won opportunities flow into quotations and orders.
Who uses CRM
- Sales representatives: Manage their leads, deals and follow-ups.
- Sales managers: Review the pipeline, forecast and team activity.
- Management: See which customers and segments drive growth.
Built for the UAE and GCC
For UAE and GCC businesses selling to large accounts and government entities, eVitalyst CRM keeps long sales cycles, multiple contacts and tender quotations organised, in English with multi-currency values.
Part of the Sales & Service flow
Win customers, deliver projects and serve them well.
- 01
Win
Leads and opportunities move through the pipeline.
- 02
Quote & sell
Quotations become orders without re-keying.
- 03
Deliver
Projects and orders delivered on time and on budget.
- 04
Serve
Requests handled within SLA, history kept.
Ask AI about your CRM data
Your CRM data data is already in eVitalyst. Ask questions in plain language, build dashboards without a developer and get insights while you enter data.
CRM, answered
What is CRM software?
CRM software manages leads, customers, opportunities and sales activities so teams sell more and never lose track of a customer.
Is eVitalyst CRM connected to sales and finance?
Yes. Won opportunities become quotations and orders, and the customer record shows invoices and payments.
Can I define my own sales stages?
Yes. Pipeline stages are configurable to match your sales process.
Do salespeople get their own dashboard?
Yes. The sales rep dashboard shows each person their leads, opportunities, tasks and targets.
Can I track quotations sent to prospects?
Yes. Quotation tracking follows each quote until it is won or lost.
Ready to add CRM?
See it with your own processes, or add it to your eVitalyst today.