Customer relationship management
CRM
Elevate Your Business with Seamless Customer Management and Growth Strategies
- Dynamic Customer Boards
- Manage your customers effectively with boards. Implement custom filters and bulk options to tailor your boards to your specific business needs. This feature enables you to categorize customers, streamline processes, and optimize your approach to customer management.
- Bulk SMS and Email
- Reach your customers effortlessly with Easyly's bulk SMS and email feature within the CRM. Send targeted messages to a large audience, whether it's announcements, promotions, or updates. Enhance your marketing efforts by leveraging mass communication directly from your CRM platform.
- Collaborative Customer Profile
- Teamwork made easy by allowing multiple users to collaboratively work on a customer profile. Whether it's updating contact details, adding notes, or managing tasks, multiple team members can seamlessly contribute to a customer profile, ensuring a continuous and cohesive customer engagement experience.
Easyly CRM
Optimize Customer Engagement with Easyly's CRM Features
Streamlined Task Management, Timely Follow-ups, and In-Depth Reporting for Business Excellence
- Efficient Task Management
Create, assign, and track tasks within the CRM interface. Stay organized and on top of deadlines, ensuring that your team can manage customer interactions, follow-ups, and key activities effectively.
- Calendar Integration & Follow-ups
Schedule and manage follow-ups with ease. Ensure timely interactions with customers by setting reminders and appointments directly within the CRM. Streamline your workflow and enhance customer engagement through strategic calendar management.
- Better Reporting Insights
Gain a deeper understanding of your business performance with Easyly's CRM reporting features. Generate comprehensive reports that provide insights into customer trends, sales performance, and overall CRM effectiveness.
FAQ
Frequently Asked Questions
Easyly CRM is an all-in-one customer relationship management workspace that combines lead and contact tracking, pipeline management, calendar integration, automations, AI-powered communication, and team collaboration in a single login. It's built for small service businesses (1–50 seats) that want CRM, AI agent, payments, and messaging without stitching together multiple tools.
HubSpot and Salesforce are powerful but priced and built for larger sales teams with dedicated admins. Easyly CRM is bundled with industry-specific modules (moving, real estate, professional services, and more) and ships with native AI voice agents, payments, and SMS/email out of the box — no add-ons or per-seat AI fees. Setup is day-1 instead of week-long onboarding.
Yes. Easyly is purpose-built for small service businesses that need CRM, marketing, payments, and an AI agent in one tool. Industry-specific bundles cover moving, real estate, professional services, healthcare, and more. Pricing is sales-led so you only pay for what your business actually uses — talk to sales for a quote.
Automations can trigger on lead creation, status changes, time delays, form submissions, payment events, and more. Actions include sending SMS or email, updating fields, assigning team members, creating follow-up tasks, posting to chat, and triggering AI voice agent calls. Configure triggers, conditions, and actions visually — no code needed.
Yes. Easyly supports CSV imports, direct integrations with Google Contacts and email providers, and an API for syncing from external systems. You can map fields, deduplicate during import, and continue importing on a schedule if your data lives in another tool.
Yes. Built-in chat, shared calendars, lead assignment, internal notes, mentions, and activity feeds keep your team aligned. Permissions can be set per role so dispatchers, sales reps, and managers see only what they need.
See every lead.
Move them faster.
A CRM your team will actually use. Custom pipelines, smart filters, and full conversation history — all on one screen.