Easy CRM (Customer Relationship Management) | Features

Leverage your customer data without hassle

CRM is integrated right from your planning activity. Built with simplicity in mind, you can follow-up time spent by your staff, or upcoming business opportunities.

Show, filter, and export your activity feed

Display all your organization events as a list, and leverage our smart filters to get insights.

Event List display

Display your events as a list with all associated data.
Smart Filters

Filter your data by period, by customer, by stakeholder, by activity ... and combine as many filters as you want. Get quick answers to your questions.
Sums & Totals

Sum the overall turnover, number of customer contacts, number of achievements, working hours or events... and any additional numeric field.
Export Excel & CSV

Export in an instant data that matters in XLS or CSV format, for further analysis on spreadsheet or send them to accounting.

Find concrete CRM applications on our blog

See Examples

CUSTOMIZABLE FIELDS

Integrate your own fields for appointments, and search for them in the CRM: Reference number, etc ...

EXPORT & PRINTING

One-click PDF export, for printing or external sharing.

Try it for free

Create your planning tailored to your activity. No credit card needed

Easy CRM (Customer Relationship Management) | Features

Leverage your customer data without hassle

Show, filter, and export your activity feed

Event List display

Smart Filters

Sums & Totals

Export Excel & CSV

CUSTOMIZABLE FIELDS

EXPORT & PRINTING

Try it for free

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