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Ecollat CRM Logo

Customer relationship management for sales teams

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Ecollat CRM - 2026 Pricing, Features, Reviews & Alternatives

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Last updated: September 2026

Ecollat CRM overview

What is Ecollat CRM?

Ecollat CRM is a sales customer relationship management software platform designed to centralize lead management, customer data tracking, and sales process optimization. The solution functions as a lead management system and enables organizations to capture, nurture, and convert prospects through customizable pipeline stages while maintaining detailed records of all customer interactions. The platform serves businesses across direct-to-consumer, business-to-consumer, and business-to-business sectors and provides tools for sales teams to manage relationships systematically and improve conversion rates through structured workflows and automated communication capabilities.

The platform features a lead lifecycle management system that allows users to manage prospects through customizable pipeline stages displayed on a Kanban board interface, enabling visual tracking of opportunities as they progress through the sales funnel. The integrated communication module consolidates email, SMS, and WhatsApp messaging within a centralized dashboard, allowing sales representatives to send personalized communications without switching between multiple platforms. Task assignment and calendar functionality facilitate team collaboration through assignable tasks and activity tracking while the entities management system centralizes contact and organization information for relationship tracking. The tagging system provides categorization capabilities through customizable tags that enhance searchability and segmentation of leads, opportunities, and contacts based on user-defined criteria. Custom lead forms can be created and configured to capture business-specific data points, ensuring comprehensive customer information collection.

The sequence feature automates email outreach through personalized campaigns with scheduled timing for consistent lead nurturing while email list management supports advanced segmentation for targeted campaign delivery. Lead source tracking provides visibility into the origin channels of incoming prospects, enabling marketing optimization based on conversion data. Custom fields allow organizations to tailor the CRM database structure to capture unique data points relevant to their specific sales processes. The automation engine implements rule-based workflows that automatically assign leads to team members, generate follow-up tasks, and update record statuses based on predefined triggers, reducing manual data entry and improving operational efficiency.

Ecollat CRM operates as part of an all-in-one business tool ecosystem that includes modules such as Digital Collateral, Product Information Management, Quotation Tool, Headless CMS, and Digital Asset Management, suggesting integrated data flows across complementary solutions. The cloud-based architecture provides accessibility from multiple devices with internet connectivity, supporting mobile access for field sales teams requiring on-the-go functionality. User role management features enable role-based access control to secure sensitive data and facilitate team collaboration. The platform is designed to scale with organizational needs and maintain data security through industry-standard measures.

Starting price

10per user /
per month

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Ecollat CRM’s user interface

Ease of use rating:

Ecollat CRM's key features

Most critical features, based on insights from Ecollat CRM users:

Contact management
Forecasting
Interaction tracking
Lead capture
Lead generation
Lead management
Predictive analytics
Reporting/Analytics
Sales pipeline management
Workflow management

All Ecollat CRM features

Contact management
Forecasting
Interaction tracking
Lead capture
Lead generation
Lead management
Predictive analytics
Reporting/Analytics
Sales pipeline management
Workflow management

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Ecollat CRM pricing

Pricing plans

Pricing details:

Free plan
Free trial
Subscription

Business

10

/user

Per month

Features included:

  • Lead Calendar And Pipeline Management
  • Add Task For Leads
  • Custom Fields
  • Create Sequences
  • Emails Sync
  • Lead Statuses
  • Pipeline Stages
  • Tags
  • Create Templates
  • Lead Source
  • Add Group
  • Client Setting
  • Create Meeting In Calendar
  • Chrome Extension
  • Notification (Pop-up, Push, Email)
  • Visual Dashboards
  • Create Automation
  • View Or Create Custom Fields
  • Add Lead Source
  • Export Pipeline Data
  • Export Lead Data
  • Integration With Quotation Tool
  • Add/Edit Lead Status
  • Deal Management
  • Customizable Pipeline
  • Deal Data Enrichment
  • Lead Data Enrichment
  • Comments
  • Email Inbox
  • Activity Reports
  • Raise Ticket

Enterprise

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User opinions about Ecollat CRM price and value

Value for money rating:

Ecollat CRM support options

Typical customers

Freelancers
Small businesses
Mid size businesses
Large enterprises

Platforms supported

Web
Android
iPhone/iPad

Support options

Email/Help Desk
Phone Support
Chat

Training options

Live Online
Documentation

Ecollat CRM FAQs

Q. Who are the typical users of Ecollat CRM?

Ecollat CRM has the following typical customers:
Small Business, Mid-size Business

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Q. What level of support does Ecollat CRM offer?

Ecollat CRM offers the following support options:
Email/Help Desk, Phone Support, Chat

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