Business Process Automation with EGO CRM

Modern business demands speed, accuracy, and process transparency. Manual task management leads to errors, slows down the team, and limits company growth. EGO CRM offers a comprehensive solution for automating business processes, enabling more efficient work and data-driven decision-making.

EGO CRM Capabilities

Automation of repetitive tasks — from order processing to document approvals.
Workflow customization to suit your business without programming.
Monitoring employee and department performance via analytical dashboards.
Scaling your company without switching systems — thanks to built-in ERP features, including finance, project, and resource management.

Examples of Automation with EGO CRM

Automatic lead distribution: requests are assigned to managers based on responsibility, experience, and workload.
Document and contract approval: the system tracks approval stages and notifies responsible parties about delays.
Task and project management: deadlines and statuses are monitored automatically, notifications arrive on time.
Financial automation: invoices, acts, and reports are generated automatically, budget control without accountant involvement.
Inventory and stock management: stock levels are monitored, replenishment requests and critical alerts are generated automatically.
Client communication automation: reminders, emails, and SMS are sent automatically based on deal or order status.
Custom business scenarios: any process can be linked via rules and integrations, including marketing campaigns and management reports.

Vireos2.0™ — Core of Flexible Automation

The heart of EGO CRM is Vireos2.0™, a technology that unifies data, roles, and processes into a single system. It allows rapid adaptation of CRM to any business scenario, easy feature expansion as the company grows, and full process control. With Vireos2.0™, workflows become logical, secure, fully transparent, and integration with external systems and APIs is seamless.

With EGO CRM, business process automation becomes real and tangible. You gain a tool for growth, optimization, and digital transformation that evolves with your company — without needing to switch to other systems.

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The system was launched in 2025. Join the future.

See the system in action

Simple examples without registration

Test it yourself with no obligations and risks

Your data is not required

You will get access to a promo account for 14 days — for 3 users:

Company manager and two managers;
Unique login links without username and password;
If needed — the account can be converted into a working one.

Everything for Developers and Integrators

For low code mode, we have prepared extended documentation and examples:

Complete API tree with PHP class descriptions and examples — View documentation.
A dedicated server with working code examples — Go to example base.

Calculate CRM cost

* We work honestly and transparently and do not allow hidden fees

The system was launched in 2025.

The team has been working in CRM, PRM, ERP since 2007.

Our clients — implementation/consulting:

Trust proven in practice:

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How is CRM implemented?
And how much does it cost?

Our statistics show that only 14% of users implement CRM as recommended: with the involvement of specialists experienced in the specific system.

86% of users try to do it on their own. There are several reasons for this phenomenon. We want to warn you about some of them.

The main EGO CRM setup is performed by providers or programmers free of charge.
If you want to configure it yourself, take an online session with a programmer. A specialist will show you the settings, including hidden ones. Knowing what, where, and how, you will configure CRM twice as fast and more effectively!
Do not believe slogans. There are no universal rules for implementation. Just make the most general plan and act. The system is designed so that you cannot be inconsistent.
At any time you can contact our specialists for consultation or questions.
If necessary, we carry out full-scale implementation. This is a very optimal solution. The confidentiality of your business processes and data is guaranteed.

Vireos2.0™ — intelligent technology for scalable business architecture

Vireos2.0 is the modern core of the EGO CRM platform, designed for rapid deployment, flexible configuration, and seamless scaling of business processes. The technology integrates intelligent algorithms for managing data, roles, permissions, and automations into a unified, adaptive architecture.
The technology is used by 350+ partners and corporate giants.