From first enquiry to signed engagement – without information lost in email.
Consulting firms and agencies need visibility over every lead, quote and meeting – without spreadsheets. EasyCRM brings the pipeline, quotes and calendar import into one workspace.
Every enquiry in the pipeline – from qualification to engagement.
Consultants and agencies know that every project starts with an enquiry – and most get lost before a quote is sent. EasyCRM gives you a Kanban pipeline with configurable stages fitted to your sales process: Enquiry, Qualification, Quote preparation, Presentation, Negotiation, Engagement. You link each opportunity to a contact, attach activities (meetings, calls, tasks) and track the pipeline value. When a deal is lost you record the reason, and you use that data later in reports.
- Configurable pipeline stages
- Kanban view – the value and stage of each opportunity at a glance
- An opportunity linked to a contact
- Activities and tasks right on the opportunity
- A loss reason is required when closing a lost opportunity
Meetings from your Google and Microsoft calendar in the CRM.
A consultant spends a large part of the day in meetings – at clients, in the office or online. Each team member can connect their own Google Calendar or Microsoft Calendar (Outlook) through OAuth. EasyCRM imports calendar events as activities at regular intervals – roughly every 15 minutes. You also record activities directly in EasyCRM on an opportunity or a contact. Activities created in EasyCRM are not written to the calendar automatically. EasyCRM has no connection to time-tracking tools or accounting – it focuses on the sales and relationship process.
- Connect Google Calendar through OAuth
- Connect Microsoft Calendar through OAuth
- Calendar events imported as activities roughly every 15 minutes
- An activity visible on both the opportunity and the contact
Project quotes in PDF and sales reports.
When the client is ready you create a quote right in EasyCRM – with line items (project phases, consulting days, travel), a VAT rate on each line, sections for a clear structure and automatic numbering (Q-00001, Q-00002 and so on). You download the quote as a PDF and send it to the client. Once accepted, you convert it to an order. In reports you get a revenue forecast by month, win and loss analysis and lead attribution.
- A PDF quote – sections, line items, VAT, automatic numbering
- One-click quote-to-order conversion
- Revenue forecast, wins and losses, and lead attribution
- Reports over opportunities, leads, quotes, orders, products and contacts
Benefits of EasyCRM for professional services.
- An overview of every opportunity and its current pipeline stage
- Google and Microsoft calendar events imported as activities
- PDF quotes without manually copying into templates
- Reports on revenue forecast, wins and losses, and lead sources
- Role permissions for team members
- 14-day free Pro plan trial – no commitment
Consultants' and agencies' questions about EasyCRM.
Manage every enquiry from arrival to engagement.
Register for free and try EasyCRM for your consulting firm or agency.