Content

Easy Project’s CRM solution allows you to register your leads and contacts, keep track of all communications, and integrate them with your lead-generating solution. From the first contact to the quote and paid invoice, Easy Project CRM has everything you need.

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.

Key features:

  • 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.

Key Features:

  • Complex management of CRM cases
  • Custom fields
  • Lead statuses
  • Invoicing integration
  • Contacts integration

Lead generation

Convert visitors of your website into prospective leads. How? You need to attract them! Besides excellent content and design, users also value interactive content these days. And that's what Calculoid can do for you.

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With Calculoid you can easily create interactive calculators (finance, ROI, health, payment, quote, etc.) and embed into your website. Once a user submits the form on your website, filled in data is instantly sent to your Easy Project, where a lead is created and is ready for follow up. Calculators can be embedded anywhere online and easily connected to your information system using REST API webhooks.


E-commerce solution

Convert your website visitors into paying customers. Easy Project is fully integrated with Calculoid that allows Stripe (Visa, MasterCard) and Paypal Payments.

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In Calculoid you can easily create price & payment calculator for your products or services and embed such a calculator anywhere on the web. As your users calculate a price and submit a payment, they are redirected to the payment gateway and order is automatically saved in your Easy Project - in the desired project, with a tracker, status, priority, assignee or any other custom field. So, by using Calculoid you can streamline your sales process with self-service pricing calculators and online payments.


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.

Key Features:

  • 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. 

Key Features: 

  • Meeting Calendar
  • Personal Performance Gauge
  • Leads & Opportunities Tabs
  • Personal Performance Overview Tab
  • Contacts Tab

Additional information

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