Elements CRM Feature List

Admin

The Admin Element is the master Element, used to customize and configure your company's Elements experience. This is where you can add new users (employees) and set their access permissions, create tax jurisdictions, locations, resources and more.

Home

Each user gets their own individual Home Element to set up their info, change their password and other cool stuff. You can view all your priorities of the day while you're at Home and setup a custom dashboard, just the way you like it.

Calendar

Keep track of what you have going on each day with the Elements Calendar. It's got all kinds of nifty tools, like the Meeting Maker which instantly checks everyone's availability. Events you create on your Elements Calendar can instantly post to your iCal. sweet!

In/Out

You can no longer get away with taking extra long lunches. The In/Out Element knows when you are working. It also has a fantastic timer for tracking time spent on projects. Generate time sheet reports to bill your clients, or to prove to the boss that you've been busy.

Contacts

This is a place for your personal contacts like your dentist, golf buddies or grandma. It's fantastic; you can click the twitter icon to jump to their twitter page, or instantly start a conversation on iChat. The coolest part is that you can drag in a vCard and watch it upload automatically!

Mail

The Mail Element is connected to Elements Mail, our really awesome email integration app. Emails sent and received between you and your clients are automatically recorded with each customer's history.

Message

Good communication is essential to any successful organization. The Message Element makes it possible with internal messaging between you and your team and automatic project updates for project managers. Send from Elements CRM on the desktop and the iPhone!

Notes

It's time to say good-bye to your sticky-notes. With the Notes Element, you can jot down your thoughts and all the different tasks you need to get done. Notes keep things simple.

Sales

This one has got it all. The Sales Element is where you store important info about your leads and customers, track communication history and schedule follow-ups, create estimates and invoices, generate sales reports and export mailing lists; the list goes on and on and on.

Products

No matter what you sell, or how you sell it, the Product Element can help you track and organize every detail about it. Products can be a physical product or a service you provide. This Element ties into the Sales Element, providing a product list to choose from when making sales.

Marketing

This one takes Elements CRM to the next level. It's got a really cool integration to Mail Chimp for email marketing campaigns, and has a twitter app built right into it so you can tweet while you work. The Marketing Element can even generate a Mail Merge for letters, envelopes and mailing labels.

Developer

Product development will now be an organized process. Users may submit customer feature requests or product issues to your company's engineer, who then manages these requests using the nifty tools of the Developer Element.

Finance

Elements encompasses all business management activities you face on a daily basis and the Finance Element brings it all together. From integrating with Acclivity's AccountEdge software, to processing credit cards and generating statements, the Finance Element is about full-circle integration.

Internet

When's the last time you needed a password and couldn't find it? Or a software license serial number? The IT/MIS Element is a fantastic tool for organizing all of this important info, safely and securely.

Projects

The Projects Element is a robust project tracking tool for managing internal and client projects. You can build project templates which are great for routine processes, you can track budgets, manage tasks, generate invoices and all the other stuff that goes along with project management.

Documents

This is so awesome to have in a CRM. It stores important company and client documents in the cloud, making them accessible anywhere! You'll positively love the sleek drag and drop interface for uploading new docs, and the really neat check-out feature for editing and version tracking.

Images

This isn't the place for a photographer to store all their pics, but rather an album for important company images, like a logo perhaps. You can rate, categorize and even share your photos with others. Just like documents, it has the really cool drag and drop feature for uploading new images.