You never start from scratch
Every customer has a card in EasyCRM with their history – calls, messages, and notes. Your reps get up to speed in seconds, even when picking up a contact from a colleague.
All communication on one card
The contact card brings interactions together in one place – logged calls, emails and messages from the shared inbox, and notes in a chronological feed. Nothing gets lost even when multiple colleagues handle the same customer.
- Chronological feed of events on the contact
- Calls logged automatically at the end of every VipTEL call
- Email threads and WhatsApp messages assigned to the contact
- Manual notes on the contact
Contacts and companies, linked together
Assign a person to a company. The company card then lists every assigned person, so with larger accounts you can see who you are talking to at the organisation.
- Company card with a list of assigned people
- Company ID, tax ID, and VAT ID on the company card
- Notes on contacts and companies
Capture exactly what you need to know about a customer
Standard fields – name, email, phone, company – don't cover every business. You define custom fields in settings for contacts, leads, and opportunities, and you can read and write their values through the REST API as well. Custom fields are available from the Standard plan.
- Field types: text, number, date, yes/no, select, and multi-select
- Custom fields for contacts, leads, and opportunities
- Custom field values through the REST API
Benefits you feel on every call
- Instant context before every call or meeting
- The whole team sees the same history, not just the "owner"
- Custom fields adapted to your industry and process
- Calls and messages linked to the contact in a single view
Contacts are the heart of EasyCRM
Sales Pipeline
Pipeline opportunities are linked to contacts, so they are at hand while you work with the customer.
More about: Sales PipelineCalling & calls
Click a contact's phone number and call instantly. Every call is automatically logged to their history.
More about: Calling & callsUnified inbox
Emails and WhatsApp messages from the shared inbox are assigned to the contact, keeping threads complete.
More about: Unified inboxQuestions about contacts and relationships
Know your customers completely
Create a free account and keep your relationship history clear and in one place.