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Enterprise CRM System

One Enterprise-Grade CRM to Run Your Entire Business

Effeithlon delivers a customizable, powerful project management solution designed specifically for large-scale companies managing multiple clients and employees.

✓
Customizable Dashboards
✓
Client Management
✓
Enterprise Scalability
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"Effeithlon transformed how we manage our client projects. The customizable dashboard is exactly what we needed."

— Sarah Johnson, Operations Director

+27% Growth
New Project Added
Features

All-in-One CRM Solution

Discover the powerful capabilities that streamline your workflow, boost productivity, and delight your clients.

📊

Customisable Dashboards

  • Real-time reporting
  • Role-based display of pinned items and filters
  • Monthly performance metrics (e.g. quotes, orders, certificates)
📋

Quotation Management

  • Build quotes from a product library
  • Support pricing by region (UK, Europe, ROW)
  • Manual update of prices with restricted access
  • Convert quote to project with number generation
📦

Product Item Library

  • Centralised library of all services and items
  • Category-based item management
  • Integration with invoicing and quotation tools
🎫

CRM & Ticketing System

  • Generate tickets from email or web form
  • Link tickets to quotes, projects, or audits
  • Track origin and automate workflow routing
  • Retain link after project conversion
🔄

Order & Project Workflow

  • Process order from quote
  • Auto-generate project & ticket numbers
  • Assign delivery manager with email notice
  • Track allocated vs actual time per task
⏱️

Time Tracking / Timesheets

  • Engineers book time on project tasks
  • Role-based approval flow
  • General ticket types (IT, training, events)
  • Auto include approved leave in calendars
📁

Asset Management

  • Track physical samples & digital certificates
  • Serial numbers & issue history
  • SharePoint integration for storage
  • Filter by scheme, client, site
  • Access historical assets post-archive
🎓

Competence Tracking

  • Tickets linked to staff training
  • Upload certificates & audit history
  • Track qualifications & roles
  • Auditable competence library
💰

Invoicing

  • Auto-generate from project data
  • Email clients upon project closure
  • Manual override where needed
  • Track payment status manually or integrated
  • Engineer invoice visibility with limited access
🤖

Automation Opportunities

  • Project update notifications
  • Automated ticket generation
  • Recurring audit reminders
  • Future Xero integration potential
📈

Reporting & Filtering

  • Certificate tracking by month & scheme
  • Saved filters for monthly reports
  • Custom KPIs & summary dashboards
  • Filtered dashboards per department
🏖️

Leave Management

  • Employee time-off requests via system
  • Line-manager email approvals
  • Daybook view of team absences
🔒

Permissions & Access Control

  • Role-based visibility & edit rights
  • Restrict financial data access
  • Prevent system-wide errors via groups
  • Granular partial permissions
🏛️

System Architecture

  • Self-hosted on Eurofins server
  • Single Sign-On (SSO) integration
  • Microsoft Authenticator support
  • IT security & cyber-risk compliance
💬

Communication & Support

  • MS Teams messaging for reviews
  • 24/7 technical support
  • Training logs & user reviews
  • Optional Slack-style chat
Project Management

Streamline Your Workflow

Visualize projects, track progress, and collaborate seamlessly with our intuitive project management dashboard.

EFFEITHLON

PRODUCT MANAGEMENT CRM

AD
DASHBOARD OVERVIEW

Welcome back! 👋

Manage your complete business ecosystem with our comprehensive 15-feature platform designed for modern enterprises.

Performance Analytics

Real-time insights from your business operations

+12% ↗
47
Quotes Created
7 new this week
+8% ↗
32
Active Projects
4 launched this week
+23% ↗
156
Certificates Issued
23 issued this week
+15% ↗
£89k
Revenue Generated
£12k growth this week
COMPLETE BUSINESS SUITE

15 Integrated Features

Comprehensive tools designed to streamline operations, boost productivity, and drive sustainable business growth.

1. Custom Dashboards

ACTIVE NOW

Create personalized command centers with real-time metrics, customizable widgets, and role-based views that adapt to your team's specific needs and workflows.

2. Quote Engine

7 PENDING

Automated quote generation with intelligent workflows, dynamic pricing models, and conversion tracking to supercharge your sales process and close deals faster.

3. Product Catalog

CATALOG READY

Comprehensive service catalog with detailed descriptions, smart pricing structures, and seamless integration with your quotation and project management systems.

4. Project Management

12 ACTIVE

Complete project lifecycle management from initial order through successful completion with automated workflows, milestone tracking, and team collaboration tools.

5. Time Tracking

1,247H LOGGED

Integrated time tracking with project allocation, billing rates, and automated timesheet generation for accurate project costing.

6. Asset Management

TRACKING ACTIVE

Equipment tracking, maintenance scheduling, and calibration management for all your business tools and assets.

7. Skill Matrix

MONITORING

Staff certification tracking, competency assessments, and training requirements management system.

8. Invoicing

3 READY

Automated billing, invoice generation, payment tracking, and comprehensive financial reporting tools.

9. CRM & Support

Customer relationship management with integrated support ticketing and communication tracking.

10. Leave Management

Employee leave tracking, approval workflows, and calendar integration for workforce management.

11. Security Control

Role-based access control, security management, and comprehensive user permissions system.

12. Automation

Workflow automation, process optimization, and trigger-based actions for enhanced efficiency.

13. Analytics

Advanced analytics, customizable reports, and intelligent filtering for data-driven decisions.

14. Infrastructure

Scalable cloud infrastructure, API integrations, and comprehensive system configuration tools.

15. Communication

Integrated messaging, customer support tools, and comprehensive communication tracking system.

READY TO TRANSFORM YOUR BUSINESS?

Unlock Your Business Potential

Join thousands of businesses already using our comprehensive management platform to streamline operations, boost productivity, and drive sustainable growth.

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Keep In Touch

  • Penmaenmawr, Conwy LL34 6UD
  • karl@effeithlon.co.uk
  • +44 7944 594 957

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