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