For Small and Mid-sized Businesses
Done with spreadsheets. Start selling with a system.
When your business grows, spreadsheets stop working. EasyCRM gives you visibility over customers, deals and communication – without an IT department or an expensive rollout.
Your day looks like this
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 spend five minutes finding 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
- Finding a customer's history takes minutes, not seconds
- No clear view of how many open deals you actually have
- Onboarding a new hire depends on tribal knowledge
Contacts & history
Full customer history on one card
Every customer has their own card with a complete history – calls, emails, quotes, notes. When a customer calls, open their card and immediately know where you left off. No digging through an email inbox.
- Complete history on every contact
- Custom fields for information relevant to your business
- Customer segmentation by industry or status
Sales pipeline
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
- Pipeline value visible at a glance
- Alerts for stalled deals
Quotes & invoices
A price quote in a few clicks, inside the system
No need to open Word or Excel. Add line items, set prices, and EasyCRM generates a PDF quote to send to the customer. When the customer agrees, convert the quote to an invoice with one click.
- Quotes built from a line-item list
- PDF with your company logo ready to send
- Convert a quote to an invoice without re-entering data
Calling
Call from EasyCRM, records write themselves
With the VipTEL integration you call with a click directly from a customer's card. The call is automatically logged in the customer's history. No manual notes, no forgotten post-call memo.
- Click-to-call from any customer card
- Automatic call log in the customer history
- Call notes directly in the system
What changes
Benefits that small business owners appreciate
- One system instead of three separate tools
- Any customer's history accessible in seconds
- A new hire can get up to speed without hand-holding
- Open deal overview without manual assembly
- Quotes and invoices without an external tool
Why EasyCRM
FAQ
Questions from small business owners
Try EasyCRM with your own customers
Free account, no credit card. You'll be up and running in a minute.