EasyCRM for Consultants & Agencies
From first enquiry to signed contract – without losing information in emails.
Consulting firms and agencies need visibility over every lead, quote and meeting – without spending hours in spreadsheets. EasyCRM brings pipeline, project quotes and calendar sync into one workspace.
Sales pipeline for projects and contracts
Every enquiry in the pipeline – from qualification to contract.
Consultants and agencies know that every project starts with an enquiry – and most of them are lost before a quote is ever issued. EasyCRM gives you a Kanban pipeline with configurable stages tailored to your sales process: Enquiry, Qualification, Proposal preparation, Presentation, Negotiation, Contract. You link each opportunity to a contact or company, assign activities (meetings, calls, tasks) to it and monitor pipeline value in real time. When a deal moves – won or lost – EasyCRM records the reason for loss and you use that data in reports to improve your sales process.
- Configurable pipeline stages (Free: 1, Standard: 5, Pro: unlimited)
- Kanban view – value and stage of every opportunity at a glance
- Opportunity linked to a contact or company (B2B too)
- Activities and tasks directly on the opportunity – nothing forgotten
- Lost reasons – find out what the competitor offered that was better
Meetings and calendar sync
Meetings in the CRM, synced with Google and Microsoft.
A consultant spends a significant part of the day in meetings – at client sites, in the office or online. EasyCRM lets you log meetings (activities) directly against an opportunity or contact, with two-way sync to Google Calendar and Microsoft Calendar (Outlook). You can configure the sync direction as needed: CRM to calendar, calendar to CRM or both ways. The result: every appointment is in one place, colleagues can see availability and no meeting is forgotten. There is no built-in time-tracking or accounting integration in EasyCRM – we focus on the sales and relationship process.
- Two-way sync with Google Calendar (OAuth)
- Two-way sync with Microsoft Calendar (OAuth)
- Configurable sync direction
- Meeting visible on both the opportunity and the contact
- Mobile app – meetings accessible on the go (iOS/Android)
Quotes, orders and reports
PDF project quotes and team performance overview.
When the client is ready, you create a quote directly in EasyCRM – with line items (project phases, consulting days, travel), a VAT rate per line, sections for a clear structure and automatic numbering. The PDF is sent to the client by email or WhatsApp directly from EasyCRM. Once the quote is accepted, you convert it to an order and track delivery status. In reports you get pipeline analysis (how much value is in each stage), monthly and quarterly revenue forecast, win/loss analysis and lead attribution overview. Predictive lead scoring (Naive Bayes trained on your own data) helps prioritise opportunities with the highest probability of success – available in the Pro plan.
- PDF quote – sections, line items, VAT, automatic numbering
- One-click quote-to-order conversion
- Pipeline analysis, forecast and win/loss report (Standard+)
- Predictive lead scoring – Naive Bayes, not "AI" (Pro)
- Custom report builder – ad hoc analyses and saved favourites
What you gain
Benefits of EasyCRM for professional services.
- Full visibility over every opportunity and its current pipeline stage
- Meetings synced with Google and Microsoft Calendar
- PDF quotes without manually copying into templates
- Customer communication (email, WhatsApp, phone) against each contact
- Pipeline performance and revenue forecast reports – a basis for management decisions
- Predictive lead scoring for prioritisation (Pro)
- RBAC permissions – senior consultant, junior, support – each sees only what they should
- Mobile app (iOS/Android) – access to leads and contacts in the field
- 14-day free Pro trial – no commitment
Frequently asked questions
Consultant and agency questions about EasyCRM.
Manage every enquiry from arrival to signed contract.
Register for free and try EasyCRM for your consulting firm or agency.