How EasyCRM Works

EasyCRM takes you from first customer contact to a closed deal and PDF quote – all in one system, no app-switching required. Here is how every piece fits together.

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Lead Capture

Every potential customer reaches EasyCRM regardless of which channel they use to contact you. A web-chat widget captures visitors directly on your website. Email, WhatsApp messages, Facebook Messenger or Instagram DMs all arrive in your team's shared inbox. You can also enter a contact manually or push one via the REST API (from the Standard plan) from another system. The inbox is available from the Standard plan. Every contact becomes a record with a full history, and the lead is automatically assigned to a salesperson via assignment rules.

Web-chat widget on your website
Receive email, WhatsApp, Messenger and Instagram DM
Manual contact creation
REST API with granular scopes for system integrations
Automatic assignment via team assignment rules

Email WhatsApp WebChat API

Lead

Qualification and Sales Pipeline

A lead is qualified and converted to an opportunity. In the Kanban pipeline you see every opportunity at its current stage – from first contact to final quote. You name the stages to match your own sales process. If a deal falls through, you select a loss reason from a list you define yourself. Predictive scoring (a value of 0 – 100 calculated using the Naive Bayes statistical method on your organisation's own win/loss history) tells you which opportunities have the highest chance of success.

Kanban pipeline with stages matching your process
Configurable deal loss reasons
Predictive scoring 0 – 100 (based on your own history)
Convert lead to opportunity
Multiple pipelines (Standard plan: 5, Pro: unlimited)

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Closing and Reports

When an opportunity is ready to close, log activities – a call recorded via VipTEL, a meeting or a task – and chat with the customer straight from the unified inbox. Build a quotation with line items, per-line VAT and export it to PDF. The quote converts to an order. After closing, the deal flows into reports: pipeline analysis, win/loss overview, revenue forecast and lead attribution. The iOS and Android mobile app is in preparation.

Activities: calls (recorded via VipTEL), meetings, tasks
Quotation with line items, VAT and PDF export
Convert quote to order
Reports: pipeline, win/loss, forecast, lead attribution
iOS and Android mobile app in preparation

Quotation #0042 PDF

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What you get from day one

All leads in one place – none slip through the cracks
Pipeline that matches your actual sales process
Team sees the full communication history with every customer
Predictive scoring surfaces the most promising opportunities
PDF quotes generated directly from the CRM
Reports reveal where deals drop off and why

Unified inbox Sales pipeline Quotations

How does it work in practice?

: Registration is free. After signing up you have your own {company}.easycrm.sk subdomain, you can invite your team and create your first pipeline. First leads can be added manually or via the REST API (from the Standard plan).
: EasyCRM calculates the probability of closing each opportunity on a scale of 0 to 100 based on your organisation's own history of won and lost deals. It is not artificial intelligence – it uses classical statistics (Naive Bayes) trained on your own data.
: Yes. The Standard plan gives you up to 5 pipelines; the Pro plan has no limit. Each pipeline has its own stages that you can name and order to match your sales process.
: The iOS and Android mobile app is in preparation.
: All channels – email (Google Workspace or Microsoft 365), WhatsApp Business, Facebook Messenger, Instagram DM and VipTEL calls – converge in one shared inbox (from the Standard plan). You reply in the customer's context without switching apps, and the full communication history is visible to your entire team.

See how EasyCRM works for your team

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