# Eligeo Reviews
**Vendor:** Eligeo CRM  
**Category:** [Salesforce Consulting Services](https://www.g2.com/categories/salesforce-consulting-services)  
**Average Rating:** 4.5/5.0  
**Total Reviews:** 2
## About Eligeo
Eligeo CRM can help you get your organization started on the right pathwith Salesforce.com Sales Cloud.




## Eligeo Reviews
  ### 1. Great professionals working very close.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Oscar M. | CEO & Founder, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 06, 2023

**What do you like best about Eligeo?**

It is a very logical approach to the quote creation process. As we do not have many different products, for us is an ideal tool.

**What do you dislike about Eligeo?**

The approach is not that flexible at some points. For example, the approach to approve quotes by the client, and until that is done you can't download quotes on the standalone app for example, makes it hard for our pipeline. Our client for example, does not need to approve them, so that some features are blocked because of that, does not make much sense in our workflow.

**Recommendations to others considering Eligeo:**

it is an automated tool built-in monday, that let you choose your own design. that is unbeatable.

**What problems is Eligeo solving and how is that benefiting you?**

It lets us automate the quote creation, se we can send them using monday integrations in a very optimised pipeline.
We are more productive as the PMs save time creating them.

  ### 2. Great quoting workflow

**Rating:** 4.5/5.0 stars

**Reviewed by:** Óscar M. | CEO, Small-Business (50 or fewer emp.)

**Reviewed Date:** January 24, 2023

**What do you like best about Eligeo?**

The ability to have everything on the same platform.

**What do you dislike about Eligeo?**

Having to log in too many times. the need to untag the excel option when exporting a pdf.

**Recommendations to others considering Eligeo:**

If they do not want to go outside monday to keep the quoting system the should go for eligeo.

**What problems is Eligeo solving and how is that benefiting you?**

It lets me integrate a quote system into our Monday workflow.



- [View Eligeo pricing details and edition comparison](https://www.g2.com/products/eligeo/reviews?section=pricing&secure%5Bexpires_at%5D=2026-05-14+19%3A22%3A16+-0500&secure%5Bsession_id%5D=7f0f4742-18f5-4de8-9647-fbc3d897d080&secure%5Btoken%5D=390749f7fde3a56a99159abc8b99ed975b6a8edf1509c7b4755fb3f19f6aff0f&format=llm_user)

## Eligeo Features
**Planning**
- Needs Assessment
- Resource Allocation
- Stayed within Budget
- Statement of Work
- Best Practices

**Delivery**
- Technical Expertise
- Met Deadlines
- Meeting Management
- Project Updates
- Scope Management
- Roll-out

**Support**
- Go Live Support
- Documentation
- Training 
- Metrics
- Admin Services

**Team Quality**
- Change Management Skills
- Executive Presence
- Vertical Expertise
- Technology Partnerships

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