Sales & Leads

Full visibility and control over the sales cycle, allowing your salespeople to manage deals and ensure customer satisfaction at each stage.

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Module overview

The Sales & Lead Management module in EliteParks provides you full visibility and control over the sales cycle, allowing your salespeople to effectively manage all existing deals and ensure that your customers are always taken care of at each stage. This module enables park operators to effectively drive all sales activities; from prospect call backs and data recording through to processing new business, part exchanges, buy-ins, private sales, and buy-backs. This all increases your visibility and control over margins to improve profitability, conversion ratios and ultimately, customer satisfaction.

Benefit from seamless data management between sales, operations and finance departments to drive efficiency whilst always being FCA and local authority compliant. Accelerate your sales activity and increase customer satisfaction by implementing automated workflows to accelerate the speed of processing deals.

Features & benefits

  • Contact preference recordings for GDPR compliance
  • Configurable mandatory fields for data records
  • Configurable workflow to drive call backs and sales activities
  • Increased visibility and control throughout the sales process to protect your margins and reduce sales cancellations
  • Printing and uploading of scanned deal related documentation
  • Ability to process new business, part exchanges, buy-ins, private sales, buy-backs and consignment sales
  • Access to historical campaign and holiday sale records
  • Stay in control of customers’ special terms or discounts offered; such as owner site fees
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Tools & functions available

  • Lead Management
  • Appointment & Diary Management
  • Lead Source Analysis
  • Deal Stacker
  • Deal Authorisation
  • Document Management
  • Sub-let Management
  • Post Code Lookup Integration
  • Contact Duplication Checks
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This module is part of

Our powerful comprehensive park management software solution.


Our easy-to-use specialist marina management solution.


Our complete business management solution for holiday home and residential park home manufacturers.


Our bespoke customer relationship management software solution for holiday home and caravan dealers.


Our software at a glance

Contact us to discuss your needs and arrange an informal, no-obligation demonstration.

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Ready to upgrade your current software?


Contact us by completing our online form or calling the enquiry number to arrange a Discovery call with one of our consultants.


After your discovery call, we’ll invite you to a demonstration of our proposed solution which meets your IT business requirements.


Once you’ve had your software demonstration and all your questions have been answered, we’ll work on an Indicative Price Illustration for you that shows a clear breakdown of all fees and resources included.


If you’re comfortable with the Indicative Price Illustration, we’ll visit your business and conduct a series of Business Process Analysis workshops with your team. This allows us to walk through you processes and map them to the functionality of the solution, ensuring that the proposed solution will fit your business and deliver to your stated objectives.


Once step 4 is complete, we’ll produce a business proposal for you to review with your team which includes the commercials, the delivery scope, and high-level project plan. After contracts are signed, we’ll organise a project kick-off meeting where you will be formally handed over to the implementation team.


By joining the Elite Community, you are now part of a very special group of businesses in the park & marina industry, who all share the same enthusiasm for world-class Microsoft Dynamics 365 technology.

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Market-leading, industry-focused software suite built-on and powered by Microsoft Dynamics 365 & The Power Platform

Award-winning, trusted software provider offering powerful IT business solutions for businesses in all sectors of the park & marina industry

Our team has 330 years of combined situational experience of working within the industry.

Provider of the only software solution with an integrated Finance module built specifically for the IT requirements of operators, manufacturers and dealers in the industry Elite by name and Elite by nature.

Our team has over 250 years worth of combined experience working with the Microsoft Ecosystem platform technology.

Elite by name. Elite by nature.

How we help our customers

We moved away from lots of disjointed systems that different departments were using that were hard to query for accuracy. An all-in-one, fully integrated system is a definite benefit – one system provides one version of the truth.

David Goldsmith

Head of Sales & Marketing

Shorefield Holidays

The EliteParks solution is the most complete park management solution we have seen to date.

Rena McDonald

Finance Director

Great Blue Resorts

We chose Elite for several reasons but ultimately, we recognise they provide the leading UK based IT solution for the holiday park industry. EliteParks with its enhanced functionality has the flexibility to manage all our business processes and activities in one system.

Claire Lloyd

Head of Finance

Darwin Escapes

Knowledge hub


Does EliteParks allow for online bookings and owner payments?

Yes. The EliteParks solution ships with fully functional APIs to link to your own website or to 3rd party booking agents. Additionally, you have the option of using the out of the box online booking portal that can be embedded into your EliteParks solution.

Does the EliteParks system have a finance package?

Yes. EliteParks sits on the Microsoft Dynamics 365 Business Central platform (formally NAV) and is the only solution on the market to have a fully integrated finance module

Does the EliteParks Membership module automatically raise invoices for monthly subscriptions?

Yes. EliteParks allows any combination of membership start dates and membership length. The initial invoice (joining fee) is raised on activation of a membership and the date the next invoice is due is stamped on the Membership record. EliteParks has a membership invoicing routine that can be run as often as the business requires to raise all invoices up to a defined date.

If we purchase another park after we go live with EliteParks, is there a way to add the data to EliteParks without manual input?

Yes, we have a Data Import Wizard that eases the bulk import of financial and operational data. Elite Dynamics will provide you with a Data Import Template excel file that can be populated and imported into EliteParks. This includes data such as Plots, Units, Customers, Meter Readings, Vendors, Opening Balances etc.

Can EliteParks store marketing preferences in-line with GDPR?

Yes, EliteParks marketing preferences are customisable to suit the business. Marketing products (holiday sales, memberships, etc) and communication types (direct mail, SMS, etc) are configurable and the opt in/opt out for each combination is stored against the contact in EliteParks.

Does EliteParks conform with Making Tax Digital?

Yes, of course. Microsoft has passed the MTD HMRC compliance tests for Dynamics 365 Business Central being MTD compliant. Elite Dynamics have integrated this into the EliteParks solution.

How does EliteParks account for owners subletting out their units if we collect the revenue and charge a fee?

EliteParks has a flexible solution for sublet bookings, to allow the operator to account for monies collected on behalf of owners and make repayments with a choice of administration cost rules. For example, you can charge the owner a percentage of the booking or a fixed cost per booking.

Can we get scanned or emailed documents from our customers and suppliers saved in a PDF or email format, so that they are accessible from within EliteParks and linked to related invoices or quotes?

EliteParks offers the functionality to very easily include documents in formats using simple methods such as drag and drop, or a one-step upload by which that document will be safely archived and linked to the system transaction in one very easy step.

We would like to be able to track our customer engagement through the system from their first contact with us, to the point where they are booking a holiday or buying a holiday home. Can this customer engagement be tracked through every stage of a customer’s journey?

EliteParks software incorporates a seamless experience from the point that a customer reaches out to your company as a response to a specific marketing campaign or via a search for what you are offering. Each customer journey is progressed through a sales and marketing management software (CRM) and are processed through to becoming your satisfied continued customer either through holiday bookings or a purchase of a holiday home, and the use of any other facilities you have to offer.

Our business runs fully on Office365, is this something we will be able to use with EliteParks?

EliteParks is built on Microsoft Dynamics 365 technology and allows for complete integration of Microsoft Office 365 to give you full control of your entire business operation.

Can we integrate EliteParks with our website and online booking portal?

Yes, we have out of the box APIs for both bookings and owners, which allows for any 3rd party website integration with the EliteParks solution.

Can EliteParks be hosted locally or is it hosted in the cloud?

Both. EliteParks can be hosted on your own hardware or we can provide a SaaS solution with a cloud deployment – whichever option best suits your current infrastructure. We will discuss this with you at the initial consultation meeting. The majority of our customers have a SaaS solution.

What devices can EliteParks be used on?

EliteParks can be accessed on a PC or laptop via a web browser; or on a tablet or mobile device via a native app. All that is needed is an internet connection, and EliteParks can be accessed securely from any location at any time.

Does EliteParks handle special offers on bookings?

Yes, EliteParks has the ability to apply special offers against bookings that allow for a percentage off, fixed amount off, or a fixed holiday price. With the dynamic pricing functionality, you also have the ability to increase the price of the holiday as your occupancy levels reach their maximum.

Does EliteParks handle fixed assets?

Yes, EliteParks has a fixed asset module that is integrated into the hire fleet management, as well as the financial ledgers.

How does EliteParks handle park maintenance issues?

EliteParks has a maintenance job module where both park maintenance and customer after sales jobs can be recorded, allocated and managed efficiently. Sales invoices can be raised directly from the job to the owner for chargeable work and the module has the option of being linked to inventory allowing you to manage stock levels of key maintenance items.

Can purchase orders go through an approval system in EliteParks?

Yes, EliteParks has configurable approval workflows that can be allocated to purchase documents. Each user can be configured to have a certain level of authorisation and when the purchase order hits that user’s limit, the manager will receive a request to authorise the order before it is released to the supplier. If the approval request is rejected by the manager, then the user will receive an email notification.

Do I still need my current finance system?

EliteParks is the only solution on the market with a fully integrated accredited accounts package. So as a holiday or residential park operator you have the option to replace your existing accounts package with EliteParks to create maximum efficiency and return. However, if you have a compelling reason to keep your current accounts package we can provide a link between EliteParks and your finance system.

Is EliteParks available from the Cloud?

Yes, EliteParks can be deployed in the Cloud on Microsoft secure platform or it can be loaded onto an in-house server. Whichever deployment option is chosen, EliteParks is accessed via a web browser from your PC, tablet device or smartphone.

Do you have an owners’ portal where owners can log in and pay invoices?

Yes we have two options with regards to providing owners access to manage their account. The first is via our Owners API which will provide your digital agency the functionality to connect your website directly to EliteParks. The second is via our EliteOwners mobile app which enables you to automate invoicing to your owners, notifies them when payments are due and allows payments to be processed. EliteOwners is a supporting solution of EliteParks, designed to enable your owners to self-serve and manage their own accounts.