Many CRM systems can seem overwhelming: We’ve created Easy CRM to include the most essential tools for you to be able to run your small and medium sized companies and manage your team efficiently.
Collect new leads, manage clients, quotations, invoices, tasks and more for your entire team.
Watch the video to see the most basics on how it is used.
Click here to watch our Part1 Video: First steps – Usage & Feature Presentation
Click here to watch our Part2 Video: First steps – Usage & Feature Presentation
Screenshots
This screen shows the list of clients and client companies added to the system
Overview of open tasks and recent tasks of the entire team
Overview of all Quotations and Invoices in the system
Menu that shows a form that can be added to the front-end. Form submits will be added to the CRM as leads.
Settings menu to set standard currency, tax percentage, invoice/quote headers and footers etc
Client profile with all activity logs, tasks, quotes and invoices pertaining to the client