The AI workspace for running your business.
Track leads, take calls, send marketing, and collect payments — and let AI handle the busywork. Easyly is one workspace built for growing service businesses.
No credit card required · Setup in under 15 minutes · Cancel anytime
Leads dashboard
Tracking pipeline and source performance
Leads by source
Top statuses
Recent leads
Top sources
Active call
03:42Recent calls
Trusted by 12,000+ teams
See every lead. Move them faster.
A flexible pipeline view with custom statuses, owners, and sources. Filter, sort, and bulk-edit in milliseconds — no spreadsheets, no losing leads in someone's inbox.
- Custom statuses, owners, and tags
- Bulk actions and saved filters
- Real-time team activity feed
Main Board
5 leads · Today| Lead | Status | Total |
|---|---|---|
JL Johnie Lee | New | $199 |
TC Tracy Christian | Paid | $99 |
AL Amina Lewis | Pending | $399 |
RC Ricky Carson | Quoted | $120 |
JW June Wayland | Paid | $1,220 |
Two-way SMS with AI that drafts your follow-up.
Easyly's AI reads the conversation history and suggests on-brand follow-ups in one tap. Calls, texts, emails — all in a single thread, all logged automatically.
- AI-suggested replies based on context
- Voice-to-text dictation
- Templates, tags, and shared inboxes
Reports that show what's working.
Track lead sources, conversion rates, and revenue trends without exporting to a spreadsheet. Every dashboard updates in real time, and your team sees the same source of truth.
- Live KPIs across leads, calls, and revenue
- Source attribution by channel
- Drill-down to the lead behind every number
Reports
Last 20 daysLeads by source
AI that scores, suggests, and writes for you.
Easyly's AI reads every conversation, scores leads in real time, predicts the best time to reach out, and drafts on-brand messages. You stay in control — it just removes the busywork.
- Lead scoring and intent detection
- AI-drafted SMS, email, and call notes
- Predictive next-best-action suggestions
"Hey Johnie — want to grab 15 mins Tue at 2pm? I'll show you the dashboard built for movers."
Workflows that run themselves.
Build trigger-based workflows in a visual editor — welcome series, follow-up cadences, lost-deal recovery, payment reminders. No code, no Zapier, no monthly per-task fee.
- Visual workflow builder with drag-and-drop steps
- 60+ triggers across leads, calls, and payments
- Pause, edit, and re-run any workflow live
Payments that close the loop.
Send branded invoices, take card payments, and auto-reconcile — all wired into the lead record. No more chasing Stripe links across email threads or guessing who paid what.
- One-click invoices and payment links
- Stripe-powered cards, ACH, and Apple Pay
- Auto-reconciled to the deal in your pipeline
E-signatures that keep deals moving.
Send legally-binding contracts from inside Easyly. Customers sign on any device, you get notified instantly, and the signed PDF lands in the lead record with a full audit trail.
- ESIGN- and eIDAS-compliant signatures
- Reusable templates with merge fields
- Audit log: IP, timestamp, viewer events
Everything you need. Nothing you don't.
Most CRMs make you piece together 5+ tools to run a real business. Easyly is the entire stack — in one login.
CRM & pipeline
Manage every lead from first touch to close. Custom pipelines, fields, automations, and team views.
Phone & SMS
Built-in VoIP. Call from your browser, log everything to leads automatically, and 2-way SMS in the same thread.
Marketing & automations
Bulk email and SMS campaigns. Trigger-based workflows that follow up while you sleep.
Payments & e-sign
Take card payments, send invoices, get contracts e-signed — and route the deal back into your CRM.
Up and running in 15 minutes.
No engineering required. No 6-week implementation. Just connect, capture, and convert.
Connect
Pick a phone number (or port your existing one). Import contacts from CSV, Google, HubSpot, or Pipedrive in two clicks.
Capture
Leads from web forms, calls, ads, and texts all land in one shared inbox — automatically tagged and routed to the right rep.
Convert
Automated follow-ups, payment links, and e-sign close the deal while your team focuses on the conversations that matter.
Built for teams that close deals.
"We dropped HubSpot and Aircall and saved $640 a month. The phone system alone is worth the switch."
"Our follow-up game went from 'we'll get to it' to fully automated. Pipeline doubled in 90 days."
"Setup took an afternoon. By Friday we were taking calls, sending invoices, and getting paid."
Frequently asked questions
Everything you need to know before getting started.
What is Easyly?
Easyly is an all-in-one CRM platform that combines lead management, a built-in phone system, SMS and email marketing, workflow automations, and payment processing in a single workspace. It's designed to replace the five or more disconnected tools that growing service businesses typically use.
Who is Easyly for?
Easyly is built for small and mid-sized service businesses — moving companies, home services, real estate teams, professional services, healthcare practices, and any team that manages a high volume of leads, customer calls, and recurring payments.
How much does Easyly cost?
Easyly offers a 14-day free trial with no credit card required. Paid plans start at $49 per month for the full platform, including unlimited leads, the built-in phone system, marketing automations, and payment processing.
Does Easyly include a phone system?
Yes. Easyly includes a fully integrated VoIP phone system. You get a dedicated business number (or you can port your existing number), with inbound and outbound calling, voicemail transcription, call recording, and two-way SMS — all logged automatically against your leads and contacts.
How long does it take to set up Easyly?
Most teams are up and running in under 15 minutes. Setup includes choosing a phone number, connecting your email, importing contacts (CSV or direct integration), and configuring your sales pipeline. White-glove migration is included on annual plans.
Can I import my existing CRM data?
Yes. Easyly imports from CSV, Google Contacts, HubSpot, Pipedrive, Salesforce, and Zoho. The import wizard maps fields automatically and preserves notes, tags, and pipeline stages. There is no data limit.
Does Easyly integrate with other tools?
Easyly integrates with Stripe, Google Workspace, Microsoft 365, Zapier, Make, Mailchimp, QuickBooks, and over 100 other apps. There is also a public REST API and webhooks for custom workflows.
Is my data secure?
Yes. Easyly is SOC 2 Type II certified, GDPR-compliant, and HIPAA-eligible. Data is encrypted in transit using TLS 1.3 and at rest using AES-256, and backed up daily.
One AI workspace.
Your whole business, on autopilot.
Join 12,000+ teams running their CRM, phone, marketing, and payments inside Easyly. Set up in 15 minutes — no engineer required.