List of Elevate CRM Customers
Joinville, 89218-060,
Brazil
Since 2010, our global team of researchers has been studying Elevate CRM customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Elevate CRM for CRM from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Elevate CRM for CRM include: Sercompe Brazil, a Brazil based Professional Services organisation with 120 employees and revenues of $15.0 million, FACE Digital, a Brazil based Professional Services organisation with 50 employees and revenues of $5.0 million, Fudge Properties, a United States based Construction and Real Estate organisation with 10 employees and revenues of $1.0 million and many others.
Contact us if you need a completed and verified list of companies using Elevate CRM, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Elevate CRM customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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FACE Digital | Professional Services | 50 | $5M | Brazil | Elevate CRM | Elevate CRM | CRM | 2021 | n/a |
In 2021, FACE Digital implemented Elevate CRM as its CRM to centralize client interactions and sales processes. The professional services firm adopted Elevate CRM to consolidate customer records and standardize contact handling across client engagements.
The implementation configured core contact and lead management modules, opportunity pipeline stages, and centralized dashboards. Website integration instrumented web lead capture directly into Elevate CRM to route inbound inquiries into the CRM database and reduce manual entry. Basic sales automation workflows were established for lead routing and follow up.
Using Elevate CRM on their website indicates embedded form capture and direct ingestion of inbound leads into the CRM system. The deployment used cloud hosted application delivery to support a distributed small team in Brazil, enabling remote access to the centralized customer record. Operational coverage included sales, marketing, and client services functions.
Governance emphasized role based access controls, data hygiene rules, and standardized opportunity stage definitions to align handoffs between marketing and sales. The rollout structured the CRM as the system of record for client engagement and pipeline management, with reporting and dashboard configuration to support operational visibility.
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Fudge Properties | Construction and Real Estate | 10 | $1M | United States | Elevate CRM | Elevate CRM | CRM | 2022 | n/a |
In 2022, Fudge Properties implemented Elevate CRM using Elm Street's Elevate platform to centralize CRM process area for the Wilmington, MA brokerage, placing Elevate CRM at the core of its CRM operations. The deployment was sized for a 10-person firm and oriented toward automating routine marketing and client communication workflows within the CRM category.
The implementation automated real estate marketing tasks including scheduled listing social posts, generation and distribution of daily market reports, and templated client communications. Functional capabilities configured in Elevate CRM included marketing automation, client alert workflows, and report publishing, with emphasis on template-driven notifications and campaign scheduling within the CRM process area.
Operational scope covered the firm’s United States brokerage activities, with primary business functions impacted being marketing, sales, and client communications. Governance focused on CRM process ownership and approval flows for marketing templates and alerts, and the change delivered documented improvements in responsiveness and time savings by automating client alerts and marketing workflows.
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Sercompe Brazil | Professional Services | 120 | $15M | Brazil | Elevate CRM | Elevate CRM | CRM | 2021 | n/a |
In 2021, Sercompe Brazil implemented Elevate CRM in the CRM category. The deployment places Elevate CRM on the corporate website to capture inbound leads and to manage customer interactions via web-embedded forms and contact flows.
Sercompe Brazil’s Elevate CRM instance is delivered as a cloud-hosted, web-deployed application configured for contact management, lead capture, opportunity lifecycle tracking, and activity logging, consistent with CRM functional workflows. Configuration emphasized sales pipeline stage definitions, user role permissions, and a centralized contact master to support prospect-to-client handoffs and daily sales operations. Form-to-record mapping was implemented on the corporate site so inbound inquiries are automatically created as leads inside Elevate CRM.
Operational coverage includes sales and client service teams, aligning business functions across prospecting, client onboarding, and account management. Governance measures focused on role-based access controls and record ownership rules to preserve data integrity within Elevate CRM.
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