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Eltropy REVIEW

Content Management Software

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What is Eltropy?

Eltropy is a client management software that integrates core functionalities of financial services, sales and marketing, and solar buying into a single, comprehensive platform. As a financial services solutions provider, Eltropy helps businesses retain clients by deepening and improving customer relations via better communication, information management, and automation of time-intensive tasks such as follow-up phone calls and emails.

Eltropy helps improve sales and marketing efforts and results by simplifying the management and dissemination of information within the organization as well as making it easy for customers and prospects to access beautiful and branded content. The software provides a specific module for solar energy customers, delivering a customer portal for solar buyers that greatly improves and streamlines their buying experience.

Overview of Eltropy Benefits

Eltropy helps businesses and organizations manage their clients and their experiences better and effectively address ordinary and unique challenges that hamper their customer management processes. The software is designed to reduce the time needed for phone calls, emails, and face to face meetings and instead engage customers through better and trackable communication channels.

Eltropy leverages modern messaging apps but doesn’t shun from using traditional email if their clients prefer it. The software keeps their clients engaged via secure 2-way digital communications plus real-time notifications are immediately sent whenever there are updates and interactions, enabling you to retain and serve your clients more effectively than ever.

Content management is a walk in the park with Eltropy as it allows you to bring your all your content together and enjoy full control over access and version. The software plays well with popular cloud-based storage and sharing apps such as Box, Dropbox, SharePint, Google Drive, and Salesforce, making storing and sharing easy and painless.

Solar buying becomes an enjoyable experience with Eltropy. The platform offers a specific functionality for sellers and installers in the solar market – their own customer portal. The portal functions much like Amazon where customers can browse and make the purchase on their own terms while business owners have absolute control over their branding and enoy automated lead generation and increased lead conversion.

Overview of Eltropy Features

  • Content Management
  • Document Management
  • Lead Management
  • Meeting Management
  • Performance Management
  • Presentation Management
  • Proposal Management
  • Training Management

What Problems Will Eltropy Solve?

1. Eltropy allows Corporate Product & Marketing teams to curate & publish product content to Sales, Channel and In-Branch teams (Wealth Managers / Relationship Managers) at Banks and other financial institutions.

2. Sales, Channel, and In-Branch teams can use this content to engage in digital conversations with prospects and clients via email or text messaging. Eltropy tracks the consumption of content by prospects or clients and uses predictive analytics to identify the most promising opportunities and notify Sales teams.

3. Eltropy also allows Corporate Product & Marketing teams to directly reach out to customers via personalized emails or text messages to keep them informed of new products and offers, measure customer satisfaction, and more.

Awards & Quality Certificates


Eltropy Position In Our Categories

Position of Eltropy in our main categories:


Eltropy is one of the top 100 Communications Softwareproducts


Eltropy is one of the 100 Content Management Softwareproducts


Eltropy is one of the 100
Communications Software products


Eltropy is one of the 100
Content Management Software products

If you are interested in Eltropy it may also be a good idea to examine other subcategories of Best Communications Software collected in our database of SaaS software reviews.VoIP Software, Web Conferencing Software, Instant Messaging Software

There are well-liked and widely used applications in each software group. But are they necessarily the best fit for your enterprise’s special wants? A popular software solution may have thousands of customers, but does it offer what you need? For this reason, do not blindly shell out for popular systems. Read at least a few Eltropy reviews and think about the elements that you want in the software such as the cost, main functionality, available integrations etc. Then, shortlist a few systems that fit your needs. Check out the free trials of these platforms, read online opinions, get explanations from the seller, and do your research thoroughly. This exhaustive research is certain to help you choose the finest software solution for your organization’s unique requirements.

How Much Does Eltropy Cost?

Eltropy Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

Contact Eltropy for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.

User Satisfaction

We realize that when you make a decision to buy Content Management Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Eltropy reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Eltropy. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.






Technical details

Devices Supported
  • Windows
  • Android
  • iPhone/iPad
  • Mac
  • Web-based
Language Support
  • English
Pricing Model
  • Quote-based
Customer Types
  • Large Enterprises
  • Medium Business
  • Cloud Hosted

What Support Does This Vendor Offer?


What are Eltropy pricing details?

Eltropy Pricing Plans:
Free trial
Quote-based Plan
Contact vendor

Contact Eltropy for enterprise pricing information and other product details. You can also submit a request for a demo to see if the software is a perfect fit for your business.

What integrations are available for Eltropy?

Eltropy integrates with the following business systems and applications:

  • Salesforce
  • Microsoft Dynamics
  • WhatsApp
  • iMessage
  • Microsoft Outlook
  • Dropbox
  • Box
  • Microsoft SharePoint
  • Google Drive
  • Microsoft OneDrive
  • Docusign

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