Easy Project Platform

Platform includes all Essential and Business PM tools plus CRM and Help Desk.

CRM

Contact Management

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.

Easy Project – Contact Management

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.

Easy Project – Lead – Contract Management

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.

Easy Project – Sales Manager Dashboard

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. 

Easy Project – Sales Consultant Dashboard

Help desk

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.

Easy Project – Statistics for Help Desk

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. 

Easy Project – Complex Help Desk Settings

HelpDesk Dashboard

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. 

Easy Project – Help Desk Dashboard

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.

Easy Project – Help Desk Manager Dashboard

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.

Easy Project – Help Desk Operator Dashboard

Knowledge Base

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.

Easy Project – Knowledge Base

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.

Easy Project – DMS – document management system

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