One CRM platform for CEOs and CTOs to agree on

Most leadership reports are assembled by hand from spreadsheets and are out of date by the time they are read. In EDCRM.AI the dashboards are drawn from the live system: leads by source, deals by stage, appointments held, calls made and activity per user. You can look at one branch, one team or the whole company, from a laptop or the mobile app.

Every deal carries a value, a stage and an owner. That gives you a view of what is likely to close this month and what is stuck. Separate pipelines for different products or regions keep the picture clean. A forecast is only as honest as the data behind it, so automation keeps stages current by moving deals when a proposal is sent or a payment arrives.

Role-based permissions control what each user can see and do, so a sales agent sees their own contacts while a manager sees the team. Branches or business units can run in separate accounts under one organisation. For integration, EDCRM.AI provides an API and webhooks, and workflows can call a webhook as an action when a CRM event happens.

Ask any CRM vendor these questions, including us, and get the answers in writing. Our answers on hosting are that we store our customers' data based on their requirements and choice of platform, on security certifications for the platform, EDCRM.AI maintains SOC 2 Type II accreditation covering Security, Confidentiality and Availability, with HIPAA compliance support for eligible use cases. Euro Digital's own ISO certification is separate from the platform's certifications., and on service levels Business-hours support Monday-Friday, 09:00-18:00 GST. Critical incidents acknowledged within 4 business hours and normal requests within 1 business day. Any uptime or resolution-time SLA should be included only in a signed enterprise order or service schedule..

• Ask who owns the customer data and whether the contract says so.
• Ask how you export all contacts, conversations and files if you leave.
• Ask where the data is hosted and whether that meets your own obligations.
• Ask who at the vendor can access your account and how that is logged.
• Ask what happens to your data after the subscription ends.

A typical mid-sized company runs separate tools for CRM, email campaigns, booking, forms, chat, call tracking and review requests. Each has its own contract, user list and renewal date, and its own copy of customer data. EDCRM.AI covers these functions in one platform, which means fewer integrations to maintain and one user list to review when someone leaves.

Euro Digital is an ISO certified and ICV certified IT company in Abu Dhabi, with a delivery team in India. We run set-up as a project: discovery, configuration, data import, integration, training and handover. Before the first workshop, prepare a list of your current tools, your sales stages, the user roles you need and the systems EDCRM.AI must exchange data with.