ElitesFlow
Platform Features

One Platform, Every Capability Your Operations Need

From customer relationships to shop-floor reporting, every ElitesFlow module is built to work together as one connected system.

CRM

One pipeline for every lead, customer and conversation.

Keep every customer interaction in one place. Track leads from first contact through to signed contract, with full visibility for sales and operations teams alike.

Lead and opportunity pipelineContact and account historyFollow-up reminders and tasksQuotation and proposal tracking
CRM
Inventory Management

Real-time stock visibility across every site and warehouse.

Track stock levels, movements and valuations as they happen. Set reorder points so procurement stays ahead of demand instead of reacting to shortages.

Multi-location stock trackingAutomated reorder alertsPurchase order managementStock movement audit trail
Inventory Management
HR & Attendance

Employee records, shifts and attendance without spreadsheets.

Manage your workforce from onboarding to daily attendance, with shift scheduling and leave tracking built for field and site teams as much as office staff.

Employee records and documentsShift and roster schedulingAttendance and leave trackingPayroll-ready reporting
HR & Attendance
Reports

On-demand reporting, filtered exactly how you need it.

Generate operational reports across projects, inventory, finance and teams without waiting on a spreadsheet export. Filter, save and share views with your team.

Custom filtered report viewsScheduled report deliveryCross-module reportingExportable formats
Reports
Analytics

Dashboards that turn operational data into decisions.

Live dashboards surface the metrics that matter to leadership, from project margins to service response times, updated as your operations happen.

Live executive dashboardsTrend and performance trackingTeam and site comparisonsConfigurable KPI widgets
Analytics
Task Management

Assign, prioritize and track work with full accountability.

Break projects into trackable tasks, assign ownership and deadlines, and see exactly where work stands across every team and site.

Assignment and ownership trackingPriority and deadline managementTask dependenciesTeam workload visibility
Task Management
Approval Workflows

Configurable approval chains for quotations, orders and expenses.

Route requests through the exact approval chain your business requires, with full visibility into where each item sits and who is responsible next.

Multi-step approval chainsRole-based approval routingAudit trail on every decisionEscalation on delays
Approval Workflows
Notifications

Real-time alerts so nothing falls through the cracks.

Keep every stakeholder informed automatically, from a technician's next service visit to a manager's pending approval, across web and mobile.

Real-time in-app alertsEmail and mobile notificationsConfigurable alert rulesTeam and role-based routing
Notifications
Documents

Centralized contracts, drawings and files with version control.

Store every contract, drawing and compliance document in one searchable, permissioned library, so teams never work from an outdated version.

Centralized document libraryVersion history and controlPermission-based accessLinked to projects and records
Documents
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