CRM carries the whole relationship you have with a customer. Every step sits here, from a lead to an opportunity, from the first contact to a service record. Service follow-up and closing a sale work side by side, so this is not a box kept apart from sales documents and stock.
Mikro, Logo or Piconn can keep the account record. EQLEM manages the relationship, the activities and the service. If you prefer, you bring both together on one platform. Lead lists in spreadsheets and follow-up scattered across WhatsApp end up in one place.
Sales reps can move leads across multiple boards (tied to project / cost centre context) and run the opportunity and quote process. Service teams close requests with SLA tracking and satisfaction scores. In the shared inbox you can sync mail over IMAP, and an optional Outreach Reply AI agent drafts replies or sends them after your approval.
Who is it for?
Sales teams use customer cards, lead boards, opportunities and quotes. Most of that works on web and mobile, though the opportunity process is limited on mobile.
Marketing teams run email and WhatsApp outreach, templates, file attachments, a shared inbox, message sequences and campaigns. All of that is on web.
Service teams handle requests, SLA tracking, satisfaction scores and assignments from both web and mobile.
Operations teams import data and clean duplicates on web. Managers watch territory and customer health views, analytics and custom reports on web. Compliance officers check consent management and the audit trail on web.
How it works
Customer and lead cards and lead boards work on web and mobile. A lead can belong to more than one board; moving between boards changes the board membership. The opportunity and quote process is on web and limited on mobile.
You import data from Apollo, Apify or a CSV file. Records already on the target board are skipped. Duplicate cleanup runs on web.
Customer history and activity records sit on both web and mobile, so a field visit is logged from the phone.
Territory, automation and custom report rules use a form builder — raw JSON is not required. Message sequences, campaigns (with bunny.net attachments) and inbound calls stay on web.
In the inbox you sync mail: outbox Message-ID matching and contact addresses join threads. You can choose the Outreach Reply agent in automatic or approval mode; agent logs live under System.
Service requests, SLA tracking, satisfaction scores and assignments work on web and mobile. Automation, webhooks, analytics, custom reports and the self-service portal are on web.
When an opportunity closes, you move to Sales and raise the document through document entry. Lists share the list experience rules. Notifications pass on SLA and outreach events. Permissions decide who sees a lead, who may delete one and who may send a campaign. Document output uses print templates.
Benefits
Leads, opportunities and service records sit in one account.
Multiple boards let you separate funnels by team or project.
A shared inbox plus IMAP sync cuts channel scatter.
The Outreach Reply AI agent shortens reply time; approval mode keeps you in control.
SLA tracking and satisfaction scores turn service quality into a number.
Import and duplicate cleanup reduce the load of dirty data.
The consent list stops campaigns going to people who did not opt in. The audit trail shows who changed what.
Related modules
- Sales Management — the document after the quote
- Assets & Inventory — service requests
- Master Definitions — accounts, AI provider / model / agent
- Dashboard & Sign-in — sign-in and summary
Related features
List experience, notifications, permissions, reporting, modular licensing, document entry, print templates.
Short FAQ
Is the Outreach Reply AI agent ready? Yes. You set up provider, model and agent under System definitions; in the inbox you choose automatic or approval replies. Broader analytical “AI suggestions” remain on the roadmap.
Can one lead sit on more than one board? Yes. Membership is per board; a transfer moves the lead to the target board. Converting to an opportunity clears every board membership.
Is service SLA available on mobile? Yes. Service requests, SLA tracking, satisfaction scores and assignments all work on web and mobile.
Next step
Open a narrow pilot with a lead board, IMAP sync and activity logging. Try the Outreach Reply agent in approval mode first. Leave the self-service portal to a second stage. Begin with Try Free, or choose from the Modules catalog.