CRM Partner
Fullest current public CRM simulation with business folders, searchable chatbot chats, lead urgency, source attribution, notes, calendar, pipeline, hidden/test protection, and recorded CRM activity.
The flagship CRM Partner demo is modeled after the strongest CRM workspace Ell Vii's Automations currently operates. CRM is a separate business system with its own pricing and security boundary. It can connect to a website, but it is not automatically included in the website itself.
Approved website forms, chat, booking, or lead sources can send information into the CRM. The CRM workspace, internal notes, pipeline, and customer records remain a separate access-controlled business application rather than public website content. See CRM pricing and security details →
The demos share one visual and interaction system. Lower levels intentionally remove advanced views rather than pretending each CRM is an unrelated product.
Fullest current public CRM simulation with business folders, searchable chatbot chats, lead urgency, source attribution, notes, calendar, pipeline, hidden/test protection, and recorded CRM activity.
Keeps chatbot context, sources, automation, calendar, pipeline, and opportunity visibility, while removing the highest-control activity and protected-workspace layer.
Focuses on lead urgency, source tracking, overdue follow-up, calendar, and pipeline stages. Chatbot inbox and richer revenue context are removed.
Focuses on business folders, customer notes, appointments, and scheduled follow-up without advanced source automation or pipeline depth.
A clean lead workspace for contact details, basic status, customer needs, and next steps. It shows the CRM foundation before the operational layers are added.
The future control-center tier is intentionally separate from the CRM demos while it is being matured. The planned direction is broader business control in one location, including email operations, CRM visibility, employee/team controls, timecards, clock-in/out records, and other approved business administration tools. It should only become purchasable once the system is stable enough to replicate confidently for client businesses.