For Sales Teams
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.
Your day looks like this
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
Pipeline visibility
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. Weighted pipeline value – always current, no spreadsheets required.
- Custom stages that match your sales process
- Colour-coded alerts for stalled deals
- Pipeline value and deal count at a glance
Calling
Click to call, the log writes itself
Make calls directly via the VipTEL integration – just click the number in EasyCRM. Every call is automatically linked to the contact and the deal. No manual notes, no forgotten conversations.
- Click-to-call from any contact card
- Automatic call record on the contact and deal
- Quick note field right after each call
Reports & forecasts
Revenue forecast without manual assembly
The manager sees a live revenue outlook, win rates by stage, and lead scores in real time. Make decisions based on data, not gut feeling.
- Real-time sales forecast
- Win rates per rep and per stage
- Lead scores to prioritise the right opportunities
Unified communication
Full customer history on one card
Emails, WhatsApp messages and call records are all visible directly on the contact. Everyone on the team sees the history – no one has to ask what was discussed last time.
- Email and WhatsApp in one thread
- Team-wide visibility of all communication
- No switching between apps
What changes
Results that sales teams appreciate
- No follow-up slips through – the pipeline is the single source of truth
- A new rep can get up to speed on history from day one
- The manager has a forecast without a single call to the team
- Calls, emails and messages are visible to the whole team
- Lead prioritisation based on scores, not intuition
Why EasyCRM
FAQ
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.