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    Easy CRM (Customer Relationship Management) | Features

    Event History

    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.

    CRM view in multi-planning showing filtered entries
    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.

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