Easy Project Platform
Well-organized contact information will save you time, prevent information loss and streamline the communication process. Your personal contacts are always available in the right sidebar and can be synchronized with other devices.
- Types of contact – person/company/account
- Contact grouping
- Contacts can be linked to tasks, projects, CRM cases, users
- Synchronization with other devices
- QR code generator and import/export options (vCard)
Lead – Contract Management
With Easy CRM, you can manage all processes from creation of a lead to invoice. Leads can be generated from forms, imported, or created manually. With advanced filtering options, you can set up a sales pipeline and opportunities lists.
- Complex management of CRM cases
- Custom fields
- Lead statuses
- Invoicing integration
- Contacts integration
Sales Manager Dashboard
The Sales Manager dashboard will help you to remember upcoming meetings, resolve immediate issues, and keep track of team performance. Remove the hassle of managing through numerous apps and do everything in Easy Project.
- Meeting Calendar
- Team Performance Gauge
- Details Team Performance Tab
- Lead Distribution Tab
- Contacts Tab
Sales Consultant Dashboard
Let Easy Project take care of organizing your contacts and meetings while you concentrate on your core responsibility: helping potential clients and making your numbers.
- Meeting Calendar
- Personal Performance Gauge
- Leads & Opportunities Tabs
- Personal Performance Overview Tab
- Contacts Tab
Statistics for HelpDesk
Get an overview of your support service performance. Help Desk Statistics are customizable — you can view performance by users and status and compare statistics for different time periods, allowing for a cross sectional analysis of performance.
- Performance statistics by users, ticket status, etc.
- Statistics for different time periods
- Line graphs, bar & pie charts
- Export options
- SLA performance reports broken down by ticket owners and assignees
Complex HelpDesk Settings
Customize your Help Desk with complex settings. Create email templates for auto-replies and include corporate logos, signatures and more. You can also configure you projects for automatic ticket assignment and set specific SLAs.
- Definition of SLAs: ordering, resending, e-mail generated
- Help Desk project set up for all tickets
- Send ticket updates to external emails
- Mail templates
- Header and footer customization
- Automatic ticket updating
- Ticket owner field keeps information about the responsible support agent for the successful final delivery of the solution
- Send a quick email to customer from template
All live operations are at the Help Desk manager's fingertips. Easily assign tickets to your employees using drag & drop and Action Buttons, keep track of bug resolution and feature development, and review tasks assigned to you.
- Action Buttons
- Ticket drag & drop
- Unanswered tickets pool
- Tickets for Review
- Agile board for bugs and feature development
HelpDesk Manager Dashboard
Everything a Help Desk manager needs is on one dashboard — quickly distribute tickets between workers with Action Buttons, update tickets that require your review, and keep track of all your meetings and the performance of your team.
- New tickets list
- Action Buttons for quick ticket assignment
- Overview of Help Desk Projects
- Ticket Review list
- SLAs performance charts
HelpDesk Operator Dashboard
With the Help Desk Operator Dashboard, you can navigate between tickets and, keep track of your performance, and the incorporated Kanban will allow you to check your requests to the development team for feature development and bug fixing.
- Lists of new and critical tickets
- List of tickets that require your attention for review
- Action button for quick re-assignment of tickets to yourself
- Gauge for your personal KPI performance
- Kanban board tab for tracking feature development and bug fixing
Keep and share the knowledge gained during project implementations and use it for further realizations, recommend knowledge to users, assign them to tasks. Search in them. Knowledge is the key to success. You can also comment a knowledge, compare and return changes or view a list of readers of that knowledge.
knowledge category + personal/project categories
assigning knowledge posts to projects/tasks
recommending knowledge posts to users
quick access from the service panel
search in knowledge by keywords
DMS – document management system
Document management system plugin provides quick access to all your files and documents and their management directly from Easy Project. It's organized in a familiar directory structure and thanks to document versioning you will have all your docs up-to-date. Approval workflows simplify documents' circulation in your company and simply make your work easier.
- Document versioning + read/write online mode
- Document approval workflows - set-up circulation workflow and control it via Easy Project
- Notifications - get notifications about document changes or documents waiting for your approval
- Lock documents – another users can see that file is being edited by someone else
- Directory structure - same as in your favourite file manager
- High-capacity infrastructure ready - upload large amounts of documents