Eltropy Review

Our score: 8.0 User satisfaction: 100%

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

An award given to products that have recently entered the market but are already becoming very popular
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Eltropy Position In Our Categories

Since businesses have their own business needs, it is only practical they steer clear of adopting an all-in-one, ideal solution. However, it would be almost impossible to find such application even among well-known software solutions.
The reasonable thing to do should be to narrow down the varied major aspects which necessitate deliberation such as important features, pricing, skill capability of staff, company size, etc. Next, you should follow through your product research thoroughly. Read these Eltropy reviews and explore the other software programs in your list in detail. Such comprehensive product investigation can make sure you drop unsuitable apps and pay for the system which delivers all the function your business requires to be successful.

Position of Eltropy in our main categories:

TOP 100

Eltropy is one of the top 100 Communications Software products

TOP 100

Eltropy is one of the 100 Content Management Software products

If you are interested in Eltropy it could also be a good idea to analyze other subcategories of Content Management Software collected in our database of B2B software reviews.

Companies have diverse wants and requirements and no software platform can be perfect in such a scenario. It is pointless to try to find an ideal out-of-the-box software system that fulfills all your business requirements. The intelligent thing to do would be to modify the solution for your unique wants, worker skill levels, finances, and other elements. For these reasons, do not rush and subscribe to well-publicized leading systems. Though these may be widely used, they may not be the perfect fit for your unique wants. Do your groundwork, investigate each short-listed platform in detail, read a few Eltropy Content Management Software reviews, contact the maker for clarifications, and finally select the application that offers what you require.

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

Positive Social Media Mentions 2
Negative Social Media Mentions 0

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


  • Cloud Hosted

Language Support

  • English

Pricing Model

  • Quote-based

Customer Types

  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

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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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Reviewed By Louie Andre
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