New Features
Make every step fast and easier
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CRM Configuration Enhanced with Marketing Attribution Tools
EliteTechnique introduces dedicated configuration menus under the CRM module for managing Campaigns, Mediums, and Sources. These settings, accessible via CRM → Configuration, allow users to define and manage marketing attribution values directly within the CRM environment. This enhancement supports better segmentation, lead tracking, and performance analysis by enabling users to assign consistent campaign-related data to each lead or opportunity. With this update, businesses can more easily trace the origin and impact of their marketing efforts, ensuring improved data-driven decision-making.
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Multi-Branch Setup Across EliteTechnique
This feature introduces branch-based access control for users in a multi-branch setup. Administrators can assign each user to a specific branch, ensuring that users only see and interact with records belonging to their designated branch. This targeted visibility enhances data security, reduces clutter, and streamlines user workflows by presenting only the most relevant information. The implementation supports efficient management and clear separation of data across multiple branches.
Branch setup
Assigning a branch
Proposal Description Line Counter
A live line counter has been added to the proposal description box, showing users how many lines they’ve entered out of the allowed limit. If the limit is exceeded, the counter turns red and a warning message appears, helping users stay within the required length
Command Centre: Integrated Sales, Leads & Projects Dashboard
The Command Centre app’s new dashboard gives you a clear, interactive view of your Sales, Leads, and Project Pipelines—all in one place. Instantly see the number of items in each stage and jump directly to detailed lists with a single click. This upgrade streamlines your workflow, making it easier than ever to track progress and manage your entire pipeline from one central dashboard
Elite Technique Universal SMS Solution
With this new feature, you can easily send SMS messages from any part of the Elite Technique system. It’s built as a special add-on, so you don’t have to worry about it interfering with other tools or updates. Whether you want to notify customers or team members, just use the SMS option wherever you are in Elite Technique—no extra setup needed. This makes staying in touch fast, simple, and reliable for everyone.


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