Run every client journey from first conversation to long-term account.
Elentaria captures client activity, keeps commercial records current, coordinates scoping and proposals, launches the right handoff, and acts on billing, renewal, and growth signals across the systems your team already uses.
Turn conversations into action
Capture enquiries and meetings, update the CRM, and coordinate follow-up without relying on manual notes and data entry.
Move opportunities forward
Carry requirements through scoping, pricing, proposals, approvals, and signature without constant internal chasing.
Protect every account
Coordinate invoicing, renewals, client-risk signals, and expansion opportunities before important work is missed.
From first enquiry to growing account.
Elentaria connects qualification, discovery, scoping, proposals, handoffs, billing, and account growth so information is captured once and every action moves the client relationship forward.
Turn every enquiry into a qualified next step.
Elentaria captures new-business activity from your active channels, understands the company and request, creates the right records, and routes each opportunity to the appropriate owner and action.
Website enquiries, email requests, referrals, partner opportunities, outbound responses, event leads, and automatic CRM record creation.
Company research, service fit, budget and timing signals, account enrichment, lead scoring, and missing or duplicate-record detection.
Ownership assignment, personalised response, meeting scheduling, qualification follow-up, and opportunity-stage updates.
- Enquiry captured
- Account understood
- CRM record created
- Opportunity qualified
- Next action triggered
Turn every client conversation into a clear scope.
Elentaria prepares the team before discovery, captures what happens during the conversation, keeps the CRM current, and structures the requirements, commitments, and next steps needed to shape the work.
Account briefs, client history, previous activity, service context, meeting preparation, and relevant commercial information.
Meeting capture, transcription, summaries, requirements, objectives, stakeholders, concerns, commitments, next steps, and automatic CRM updates.
Requirement organisation, deliverables, assumptions, timelines, dependencies, required expertise, open questions, and internal follow-up.
- Meeting captured
- Needs understood
- CRM updated
- Scope structured
- Next step assigned
Move a defined opportunity toward an approved engagement.
Elentaria brings the scope, pricing, commercial terms, proposal content, and internal approvals together so the opportunity can move forward without fragmented documents and follow-up.
Scope information, deliverables, timelines, pricing models, team information, proposal content, and supporting documents.
Rates, packages, retainers, estimates, margin checks, discounts, non-standard terms, internal review, and approval routing.
Proposal delivery, client questions, revision tracking, follow-up, contract coordination, e-signature, and stalled-opportunity detection.
- Scope approved
- Proposal prepared
- Pricing reviewed
- Client follow-up coordinated
- Engagement confirmed
Turn a signed engagement into a coordinated start and accurate billing.
Elentaria carries approved client, scope, pricing, and commitment information into the delivery and finance processes without forcing teams to re-enter the same information.
Sales-to-delivery transfer, client objectives, scope, commitments, timeline, responsibilities, owners, kickoff information, and required next steps.
Project or client-record creation in existing systems, kickoff preparation, information collection, workspace setup, task initiation, and client communication.
Deposit, retainer, milestone, time-based, or recurring invoicing; billing-information checks; invoice delivery; overdue-payment follow-up; and exception routing.
- Engagement confirmed
- Handoff created
- Delivery systems updated
- Billing initiated
- Payment monitored
Turn client signals into renewal and expansion actions.
Elentaria combines relationship activity, engagement history, delivery signals, billing events, contracts, and account knowledge to identify when a client needs attention or presents a new opportunity.
Meeting and communication activity, engagement status, unresolved issues, billing events, quiet-account signals, satisfaction indicators, and CRM health updates.
Retainer or contract dates, renewal preparation, account-risk detection, follow-up, unresolved commitments, and escalation to the responsible owner.
Additional services, new projects, retainer expansion, cross-sell signals, client referrals, account planning, and personalised outreach.
- Account signals combined
- Risk or opportunity identified
- Owner informed
- Action triggered
- Outcome tracked
Automate coordination. Keep client judgment where it belongs.
Elentaria moves routine commercial work forward automatically while keeping scope decisions, pricing, commitments, approvals, and important client conversations visible to the team.
Keep control of pricing, discounts, estimates, scopes, commercial terms, proposals, and important client commitments.
Incomplete briefs, unclear requirements, unusual pricing, scope changes, contract questions, and billing discrepancies are routed to the appropriate person.
Review what was captured, which records were updated, what was communicated to the client, and what action is waiting for the team.
Common questions
Does Elentaria replace our CRM, proposal, project-management, or accounting systems?
No. Elentaria coordinates commercial work across the systems your teams already use. Your CRM, proposal, project-management, finance, and delivery systems remain responsible for their existing records and functions.
Can we begin with one consulting or agency workflow?
Yes. An implementation can begin with a high-friction process such as enquiry qualification, meeting-to-CRM updates, scoping, proposal preparation, client handoff, milestone invoicing, or renewal follow-up, then expand into connected areas.
Can Elentaria work with different pricing and engagement models?
Yes. Elentaria can coordinate fixed-fee projects, estimates, retainers, time-based work, recurring engagements, packages, milestones, and company-specific approval rules using the information available in connected systems.
What happens when the client request or scope is unclear?
Elentaria identifies missing information, unresolved assumptions, or unusual conditions, pauses the relevant action when necessary, and routes the case to the responsible person with the available client and commercial context.
See how Elentaria could run your client lifecycle.
Bring one current enquiry, scoping, proposal, handoff, or billing workflow and see how Elentaria can remove manual coordination, accelerate execution, and keep client work moving.