A CRM for a studio that knows what a REST API is.
A web agency receives leads from email and from its own forms, talks to clients by email and chat, sends quotes and follows deals from enquiry to signature. EasyCRM keeps all of it together – and when you need more, the REST API and webhooks plug into your own tools.
Enquiries from email, chat and your own forms in one place
An email delivered to the organization's email alias creates a new lead in EasyCRM when it comes from an unknown sender, and is matched to the record when it comes from a known contact. You add the EasyCRM chat widget to your website and its conversations land in the shared inbox. Enquiries from your own forms or other systems go into EasyCRM through the API – and the whole team sees them in one place.
- A chat widget on your website – messages in the shared inbox
- An email delivered to the organization alias creates a lead or is matched to an existing record
- Facebook Messenger and WhatsApp Business in one inbox
- An API endpoint for your own forms: POST /api/v1/leads
From enquiry to signed contract in a Kanban pipeline
Every new project is an opportunity in the pipeline. You set up the stages to fit your own process – for example: New enquiry, Analysis, Quote, Negotiation, Signed, Lost. When the customer is ready, you build the quote right in the CRM: line items for UI/UX design, development, testing and maintenance – each with a price and a VAT rate. You download the finished quote as a PDF and send it to the customer. An accepted quote converts to an order in one click.
- A Kanban pipeline with configurable stages
- Quotes with line items, VAT and PDF export
- Convert a quote to an order in one click
- Reports: win rate, loss reasons, revenue forecast
Connect EasyCRM to your own tools
Web agencies build their own tooling – a project tracker, an internal dashboard, invoicing automation. The EasyCRM REST API covers contacts, leads, opportunities, activities, quotes, orders, conversations, calls, reports and sync. Every token has explicitly granted permissions and a rate limit that depends on the plan. Outgoing webhooks notify you of events such as a lead conversion, a deal stage change, a won or lost deal, a logged call or a received message. Every webhook call is signed with HMAC-SHA256 and on the Pro plan you also get a delivery log, a list of undelivered messages and manual redelivery through the API.
- REST API v1 with bearer-token authentication and per-token permissions
- A rate limit that depends on the plan
- Webhooks: lead conversion, stage change, won and lost deals, call, received message
- HMAC-SHA256 signature on every webhook call
- Delivery log and undelivered messages with manual redelivery (Pro)
- OpenAPI documentation generated from the code
A web agency with a CRM and developer tools
- Enquiries from the web, email and the API in one place
- A pipeline fitted to your process from enquiry to signature
- Quotes with line items and PDF straight from the CRM
- A REST API and webhooks for integrating with your own tools
- Role permissions for team members
- 14-day Pro plan trial for free
EasyCRM for web agencies – questions and answers
A CRM for a studio that thinks like a developer
Register for free and try EasyCRM on a 14-day Pro trial – including the API and webhooks.