Easy Project Platform
Our new B2B CRM will help you operate leads easily and efficiently. You may follow the route of any lead from the very beginning to the very end while having a clear overview of all sales activities.
- Convert leads into business opportunities
- Follow the route of your lead and assign them to the right people using a lead splitter
- Track marketing campaigns and their results across all channels
- Track your sales activities to clarify what’s ahead of you
- Cooperate with your partners to achieve even better results
Fast and well-prepared follow-up on leads is essential for any successful acquisition. Typically, a digital environment generates a large number of leads with varying relevance. Lead processor is helping to distribute, split and prioritize leads among your own sales team or your partner network.
- Available endpoint for your marketing automation tool to send lead data
- All received data is converted into a lead record and as such be conditioned
- Based on its conditions, every lead is assigned to your team member or partner
- Conditions may prioritize leads
- Split leads based on percentage among salesmen
- Duplicity identification
Opportunity and Pipeline Management
Our B2B CRM will manage your opportunities so you can stay connected to the people and information essential for every sale closure. From anywhere. Track all associated activities as they happen and receive updates when action is required. Send emails effortlessly using templates.
- Quickly create immediate quotes
- Use Price Book to manage your products and services to clarify quotes and contracts
- Price Book allows an accurate understanding of your revenue source.
- Streamline the whole sales process and have a detailed overview of your opportunities
- View critical details in a rich activity timeline of your customer's activity
- Keep your team informed with real-time updates
- Get a clear perspective over your performance and your quarterly targets
Our B2B CRM provides a complex partner overview where you may track your top partners as well as their progress to the detail. Develop a network of partners across the world and sell your products faster and better.
- Drive performance using territory modeling
- Let external account managers take care of your clients
- Create a partner ecosystem where you train partners to sell even better
- Allow your partners to work within B2B CRM safely and with exact data visibility.
- Partners' evidence and engagement in B2B CRM goes from the acquisition (lead) to the continuous customer care operations
- Account summarizes sales activities from all related entities such as leads, opportunities, and people
- Account collects all traditional sales information about business history, proposals, and similar
- Provides instant view on projects and their statuses
- Provides views on issues or help-desk tickets on account allows to understand the state of customer service and alert salespeople.
- Allows sales and customer care teams to truly collaborate and share information
Role-Based Homepages and Dashboards
Within the new B2B CRM, you will be updated with customized sales forecasting reports that you can build with ease. In our role-based scenarios, the sales director has a clear overview of revenues, the performance of sales managers, and the pipeline. See which reps are on track to beat their targets with real-time leaderboards.
- Make critical decisions anywhere you want
- Get an accurate view of your entire business with comprehensive forecasts.
- Track your top performers
- Get deep insights and intelligence on accounts
- Stay ahead of your competition with easy-to-use and intuitive homepages
Process and Project Support
Essential features of project management such as WBS, Gantt, or agile management are present to support various processes in the sales department or serve to deliver projects.
- Invite delivery teams to collaborate or pre-sales and manage sold projects in one platform
- Manage large RFPs as waterfall projects
- Manage new hire or partner onboarding as a project
- Manage recruitment
- Use mind maps for your planning, strategic thinking, or just notes
In our B2B CRM, you may manage what you sell. From the new lead, across the opportunity quotation to the last implementation. Manage every step along with your partners to get the most out of the deal. The customer does not have to do anything. They can just sit back, relax and watch their business grow with your product.
- Seamless quotation and contract management
- Manage what you sell
- Provide your customers with great services and zero-effort business
- Customize the process for every customer with your best practice
- Get the best out of shared roles which will spend less time implementing and you will lower your costs
B2B CRM and especially its “contracts” are designed to turn the CRM into a rock-solid source of data for systems managing the delivery of your products and services. The character of our PM platform is also ideal for building solutions on top of standard products.
- Contracts = evidence of exactly sold items
- One time delivery or continuous delivery logic of contracts
- Contract update procedures implemented
- Contracted services or support contracts are passed on to delivery and support teams instantly
- Open Source, API, Custom fields, and flexible system settings make our PM platform an ideal tool to develop highly customized solutions to drive and automate your business
- Integration of our PM platform’s calendar services with Microsoft’s Office 365
- Multiple pipelines
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
Management and assignment of tickets have never been easier! With the new HelpDesk dashboard, you can efficiently handle your ticket and available resources. There is no need to open every ticket and create an update for the assignment of responsibilities. You can just preview your tickets at the ticket pool provided by the HelpDesk dashboard to identify the resources needed for the given problem.
- Ticket drag & drop
- Unanswered tickets pool
- Tickets for review
- Agile board for bugs and feature development
- See the current prescribed SLA for your open tickets
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