ELLA Reviews

Project Insight is a strategic project and portfolio management software that gives companies a complete picture of the work happening across their entire organization. Streamline workflows, automate processes, enhance collaboration, and capture project data points from all your teams and systems in one central command center so you can make confident decisions about business. Manage work at the project, program or portfolio levels and integrate with the tools you already use, including Azure DevOps, Jira, Microsoft, Salesforce, and ServiceNow, and HubSpot to eliminate the need to manually key in data across teams. With the most views of any project management platform, teams can keep tabs on assignments, status, risks, resources, capacity, schedules, budgets, and more. Project Insight also offers free view only seats for clients. The power of AI can be used to assign action items after meetings, predict future capacity, balance workloads, & select the right resources. Additional AI-powered features include what if simulations to generate tradeoffs when priorities change and AI-generated project templates (WBS). Whether you are moving from basic spreadsheet project tracking or you have a sophisticated PMO with a complex web of unique business processes, Project Insight has the broad feature set to help you grow as you go. Our onboarding teams are known for being the best in the business and our platform can be fully customized to manage projects and data the way your company needs to.

Numa is the AI Customer Operations System purpose-built for dealerships that are losing revenue and customers to broken processes they've been patching for years. Every day, service calls go unanswered, advisors are buried fielding "where's my car?" instead of selling work, and managers don't hear about unhappy customers until the bad review is already live. Numa solves this at the infrastructure level, automatically following up with customers and giving advisors, reps, and managers real-time visibility into customer satisfaction across the entire operation. Operator answers and routes every inbound call so no opportunity goes dark. Status Updates proactively contacts customers so advisors aren't drowning in callbacks. Voice AI books appointments on the spot so customers never sit waiting. LiveCSI surfaces heat cases in real time so managers can step in before a CSI score takes the hit. Opportunities reaches out on declined services, open recalls, and equity moments, recovering revenue that would otherwise sit untouched. All of it runs through one unified system: one inbox, one shared context, nothing falling through the cracks. The result: revenue recovered, advisors freed up, and a customer experience that lifts CSI and builds lasting loyalty.

WebPrez serves as a specialized sales enablement platform designed specifically for professionals operating within the insurance and financial industries, including roles such as insurance agents, annuity experts, financial advisors, and teams across financial organizations. This cutting-edge platform equips financial professionals with the tools necessary to simplify complex discussions, educate prospective clients, and improve interactions through guided discovery resources, engaging video content, and personalized follow-up strategies. At the heart of WebPrez is the Smart Money System™, a methodical framework that navigates prospects through three essential components: • Smart Money Discovery™ – pinpointing financial goals, concerns, and potential growth strategies • Smart Money Snapshot™ – delivering a clear overview of a client’s financial situation • Smart Money Blueprint™ – creating a tailored action plan with detailed recommendations By unifying client discovery, video communication, automation, and educational resources into a single integrated system, WebPrez helps advisors build trust, enhance the quality of their meetings, and accelerate the sales cycle. In the end, this platform not only improves the effectiveness of financial conversations but also creates a more interactive and satisfying experience for both the advisors and their clients, fostering a stronger relationship.