Your team sells. EasyCRM keeps things in order.
Every rep sees where every deal stands. The manager sees the forecast. Nobody forgets a follow-up. As simple as it sounds.
Sound familiar?
You open your inbox in the morning and can't find the thread from a client you spoke to last week. Reps track deals in their heads or in spreadsheets nobody else reads. The manager has to manually compile a forecast from three sources at month end. And follow-ups – they just get forgotten.
- Deal status buried in email threads instead of a shared view
- Follow-ups depend on individual memory
- Manager has no forecast without manual data gathering
- A new rep has to dig through history to get up to speed
See every deal, at every stage
A kanban board with your own stages gives the entire team a single view of the pipeline. Drag deals as they advance. Every stage has a closing probability, from which the forecast report calculates a weighted value – no spreadsheets required.
- Custom stages that match your sales process
- Closing probability set on every stage
- Deal count in the header of every column
The call logs itself and links to the contact
With the VipTEL integration, calls are logged automatically. A call is linked to the contact if their number is saved in EasyCRM, and an inbound call shows a pop-up with the contact's name.
- A pop-up with the contact name on an inbound call
- Automatic call record on the contact
Revenue forecast without manual assembly
The manager sees a revenue outlook by month and win rates by rep or stage. Make decisions based on data, not gut feeling.
- Revenue forecast by expected closing month
- Win rates per rep and per stage
- Loss reasons in one place
Calls and emails on the contact
Call records and emails delivered to the organization alias are visible directly on the contact, when the sender or number is saved in EasyCRM. Messages from other channels, such as WhatsApp, are in the shared inbox.
- Call records and alias emails on the contact
- A shared inbox for WhatsApp, Messenger and email
- Activities and notes on the contact and the opportunity
Results that sales teams appreciate
- No follow-up slips through – the pipeline is the single source of truth
- A new rep sees activities and calls on the contact and the opportunity
- The manager has a forecast without manual assembly
- Calls and alias emails are visible on the contact
- Loss reasons recorded for every lost deal
Questions from sales teams
Give your team the tool that keeps things in order for them
Free account, no credit card. Your reps can start today.