Done with spreadsheets. Start selling with a system.
When your business grows, spreadsheets stop working. EasyCRM gives you visibility over customers, deals and communication in one place.
Where spreadsheets break down
You keep customers in Excel, emails in Gmail, quotes in another file and meeting notes in a notebook. When a customer calls, you hunt for where you left off. When a new employee joins, you have to walk them through everything by hand. And when you want to know how many open deals you have – you assemble it manually.
- Contacts, quotes and emails scattered across three places
- A customer's history is scattered across several files
- No clear view of how many open deals you actually have
- Onboarding a new hire depends on tribal knowledge
Customer, activities and calls on one card
Every customer has their own card – with activities, notes, call records and emails delivered to the organization alias. When a customer calls, open their card and see what has been handled with them.
- Activities, notes and call records on every contact
- Custom fields for information relevant to your business (from the Standard plan)
- Companies with linked people
Replace your deals spreadsheet with a clear kanban
Instead of rows in a spreadsheet, you set up custom stages for your sales process. Each deal is a card you drag when it advances. At a glance you see what is in progress and what is waiting on you.
- Custom stages that match how you sell
- Deal value on the cards and a revenue forecast in reports
- Loss reason recorded for every lost deal
A price quote inside the system
No need to open Word or Excel. Add line items, set prices, and EasyCRM calculates the totals and prepares a PDF quote that you download and send to the customer. When the customer agrees, convert the quote to an order with one click.
- Quotes built from a line-item list
- PDF quote to download
- Convert an accepted quote to an order without re-entering data
Calls log themselves
With the VipTEL integration, calls are logged automatically in the customer's history when their number is saved in EasyCRM. An inbound call shows a pop-up with the contact's name. No manual call records.
- A pop-up with the contact name on an inbound call
- Automatic call log in the customer history
Benefits that small business owners appreciate
- One system instead of three separate tools
- Each customer's activities and calls on their contact
- A new hire sees the activity history without hand-holding
- Open deal overview without manual assembly
- Quotes and orders without an external tool
Questions from small business owners
Try EasyCRM with your own customers
Free account, no credit card.