Lead to customer
Manage lead sources, statuses, web-to-lead forms, customers, contacts, and lifecycle movement.
EloquentCRM gives each company its own workspace, owner login, CRM modules, sales documents, projects, support tickets, reporting, and plan-based access.
The plans below unlock real EloquentCRM navigation groups and modules, so tenant access matches what the customer buys.
Manage lead sources, statuses, web-to-lead forms, customers, contacts, and lifecycle movement.
Create proposals, estimates, invoices, payments, subscriptions, expenses, contracts, and credit notes.
Run projects, tasks, files, discussions, support tickets, knowledge base, and announcements.
The SaaS layer tracks tenants, owner staff, allowed menus, allowed modules, billing cycle, limits, and subscription status.
Core CRM records are scoped by company, so each tenant works inside its own dataset.
Starter, Professional, Business, and Enterprise map to menu/module access and limits.
Trial signup creates a workspace, owner login, plan, billing cycle, limits, and subscription record.
Adjust the numbers for a rough monthly view across sales follow-up, support handling, and team coordination.
Start with the essentials, add reporting, automation, subscriptions, and stronger controls as teams mature.
For founders and small teams getting organized.
For growing teams that need a full sales process.
For companies that need forecasting and stronger controls.
For teams that need scale, compliance, and tailored onboarding.
A practical view of what changes between tiers.
| Capability | Starter | Professional | Business | Enterprise |
|---|---|---|---|---|
| CRM limits | ||||
| Staff users | 3 | 12 | 40 | Unlimited |
| Contacts | 1,000 | Unlimited | Unlimited | Unlimited |
| Storage | 2 GB | 25 GB | 100 GB | Unlimited |
| Modules | ||||
| Leads, customers, tasks, projects, tickets | ✓ | ✓ | ✓ | ✓ |
| Reports and analytics dashboard | — | ✓ | ✓ | ✓ |
| Subscriptions, expenses, contracts | — | Partial | ✓ | ✓ |
| Custom reports and admin controls | — | — | ✓ | ✓ |
Create a trial workspace and explore the full customer operating system.
Start free trial