Getting Started with EasyCRM

EasyCRM is a Slovak-first CRM system that runs in your browser – no credit card and no installation. This page walks you through the first steps: from registration and your own subdomain, through setting up your team and communication channels, to your first contacts.

Registration and Your Own Subdomain

No credit card is required at registration – you start on the free plan and get a 14-day Pro trial at no cost. After signing up you receive your own {company}.easycrm.sk subdomain that belongs to your organisation. The interface is available in Slovak and English. In settings you can upload your own logo and adjust the color theme.

  • Registration without a credit card
  • Your own {company}.easycrm.sk subdomain
  • 14-day Pro trial for free
  • Slovak-first product – interface in SK and EN
  • Custom logo and color theme in settings

Team Setup and Access Control

Invite team members by email and assign them roles with a granular permission system scoped to each team – each member sees only what they are allowed to see. Create your first sales pipeline and name the stages to match your process. Set up automatic lead assignment rules for sales teams. Then connect your communication channels: email via OAuth (Google Workspace or Microsoft 365), WhatsApp Business via Meta WABA, Facebook Messenger, Instagram DM or VipTEL for calls. The inbox and telephony are available from the Standard plan. Member limits by plan: Free 3, Standard 25, Pro unlimited.

  • Invite team members with different roles and permissions
  • Create a sales pipeline and configure stages
  • Automatic lead assignment rules for teams
  • Connect email (Google Workspace or Microsoft 365)
  • Connect WhatsApp Business, Messenger or VipTEL

First Contacts and Data Protection

Contacts are added manually in the app or via the REST API (from the Standard plan), which enables automated data flow from your other systems. File import is not available. The iOS and Android mobile app is in preparation. In the GDPR tools you manage contact consent and can anonymise a contact. Customer support is available in Slovak.

  • Manual contact creation
  • REST API for automated data flow (from the Standard plan)
  • iOS and Android mobile app in preparation
  • GDPR tools: consent management and anonymisation
  • Customer support in Slovak

Benefits from the first login

  • No credit card to try – free right away
  • Your own subdomain from the moment you register
  • Team works with different roles and permissions
  • Communication channels connected in one place
  • GDPR tools: consent management and anonymisation
  • Slovak product with support in Slovak

What to expect when you start?

No. You register for free on the Free plan. The Pro plan can be tried for 14 days at no cost – a credit card is only required when you switch to a paid plan.

File import is not available in EasyCRM. Contacts are added manually in the app or via the REST API (from the Standard plan), which enables automated data flow from your other systems.

The Free plan supports up to 3 active members. The Standard plan allows up to 25 members; the Pro plan has no limit. Roles and permissions can be configured individually for each member.

You do the basic setup – subdomain, first pipeline, invitations and email connection – right in the app. Connecting WhatsApp Business or VipTEL requires configuration on the Meta WABA or VipTEL PBX side.

Yes. EasyCRM is a Slovak product and customer support communicates in Slovak. The interface is available in both Slovak and English.

Start for free and invite your team

No credit card required. Your own subdomain after registration. 14 days of Pro for free.