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CRM

A CRM where every customer has one complete record

Contacts and companies with one timeline of enquiries, orders, messages and tasks. Leads routed to the right person, duplicates merged and lists that keep themselves up to date.

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  • Included in every plan
  • Unlimited staff and contacts
  • Import from CSV or HubSpot

Why Elara One CRM

The customer is the centre, not the tool

  • Instead of: Details copied between tools

    One record, kept in step

    Orders, forms, chats and emails write to the same contact, so nobody copies anything across.

  • Instead of: Leads waiting in a shared inbox

    Every lead has an owner

    Routing rules assign each new lead to a person, a team, a queue or in turn, with a response target.

  • Instead of: Three records for one person

    Duplicates found for you

    Matched by email, phone, name and company, name and postcode, domain or name. Review side by side, then merge.

  • Instead of: A charge for every seat

    Unlimited staff and contacts

    The CRM comes with every plan, with no charge per user or per contact.

Data you can trust

Clean data without the spreadsheet work

Bring your contacts in, keep each person on one record, and let lists and routing do the sorting.

Capabilities

Everything in the CRM

What every Elara One store gets, on every plan.

What shipped lately

Contacts and companies

  • One timeline for each contact and company
  • Field history: who changed what, and when
  • Labelled associations between records
  • Notes and tags
  • Lifecycle stages from Subscriber to Repeat customer, and Lost

Custom fields

  • 12 field types
  • Text, long text, number and money
  • Date, and date and time
  • Choice, multi-choice and yes/no
  • Link, email and phone
  • Sensitive fields seen only by permitted staff

Leads

  • From forms, chat, SMS, email, orders, accounts, imports, the API or by hand
  • Route to a person, a team, a queue or in turn
  • Response time targets and triage
  • Follow-up tasks
  • Leads from Google and Meta lead forms Coming soon
  • Leads from WhatsApp and AI voice calls Coming soon

Tasks

  • To-do, call, email, follow-up and meeting prep
  • Priorities and queues
  • Repeats: daily, weekly, monthly or every N days
  • Overdue alerts
  • A My Day view for each person

Lists and data quality

  • Smart lists with live membership
  • Consent as a list condition
  • Flows on joining or leaving a list
  • Duplicate detection and side by side merge
  • Guided CSV import with a dry run, or import from HubSpot
  • Exports, and a subject access export per customer

Access and API

  • Record access: own, team or all
  • Granular staff permissions
  • Two-step sign-in for every staff account
  • Merchant CRM API with scoped keys
  • Signed change webhooks with retries and a delivery log

One record

Every touchpoint on one timeline

A form, a routing rule, a flow, a text message and an order all write to Ada’s record. Nobody copies anything between tools, because there is only one tool.

Lifecycle stage

  1. Subscriber
  2. Lead
  3. Qualified
  4. Customer
  5. Repeat customer

And Lost, for leads that go elsewhere.

AL

Ada Lovelace

Analytical Engines Ltd · owner Grace Hopper · £157.00 lifetime

  1. Mon 20 Oct

    Submitted Quote request on /trade

    Forms09:41

    Office fit-out · budget £7,500 · from a Google search

  2. Lead routed to Grace Hopper

    CRM09:41

    Rule “Trade enquiries” · stage Subscriber → Lead

  3. Flow created a task: call within 1 hour

    Automation09:42

    Quote request follow-up, version 3

  4. Grace replied by SMS

    Inbox09:47

    “Could I call you tomorrow to talk it through?”

  5. Wed 22 Oct

    Placed order #1048 · £157.00

    Commerce14:32

    Paid via Stripe · stage Lead → Customer on the first paid order

  6. Order confirmation sent

    Commerce14:32

    From Hearth & Oak, with the shop’s branding

Works with the rest of Elara One

One platform, one customer record

CRM shares its customers, data and admin with every other module, so nothing needs syncing.

  • Forms

    Lead capture with spam protection and notifications.

    Every genuine submission opens a lead on the contact’s record, with an owner.

  • Automation

    Flows that email, text, assign and update records.

    Stage changes, field changes, new owners and overdue tasks can all start a flow.

  • Commerce

    Catalogue, checkout, promotions, shipping and payments.

    Orders and lifetime spend sit on the record, and the first paid order makes a Customer.

Plans and pricing

In every plan

The CRM is the base of every Elara One store, on Leads and Commerce plans alike, with unlimited staff and contacts.

See pricing
Which plans include CRM
Plan linestartergrowthscale
LeadsIncludedIncludedIncluded
CommerceIncludedIncludedIncluded

FAQ

Questions about the CRM

What people ask before they move their contacts across.

Ask us in a demo
Is the CRM included in every plan?
Yes. Every Leads and Commerce plan includes the CRM, with unlimited staff and contacts.
Can I bring my contacts from a spreadsheet or HubSpot?
Yes. The guided CSV import maps your columns, shows a dry run before anything is written and keeps consent with each contact. Contacts can also be imported straight from HubSpot.
How does lead routing work?
You write rules, such as “trade enquiries go to Grace”. Each new lead is assigned to a person, a team, a queue or in turn, gets a response time target and can create a follow-up task. Staff who have left are never assigned.
Can I control what each person sees?
Yes. Record access can be set to their own records, their team’s or all records, staff permissions are granular, and sensitive custom fields are visible only to permitted staff.
Does the CRM have deals and pipelines?
Not yet. Deals and pipelines are on our roadmap. Today, lifecycle stages, lead triage and tasks cover the path from enquiry to customer.
Can I get my data out?
Yes. Export contacts and companies, export everything held about any one customer for a subject access request, and read the rest through the merchant API.

Give every customer one complete record

The CRM comes with every plan. Get started, or book a demo and bring your questions.

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