Activities

Every deal has a next action. Always.

Calls, meetings, and tasks are scheduled directly on the contact or opportunity. EasyCRM shows you what is overdue, what is due today, and what is coming up tomorrow – so no opportunity slips through the cracks just because someone forgot to follow up.

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Three activity types, one clear view

Calls, meetings, and tasks – all in one place

EasyCRM tracks three types of activities: phone calls, in-person or online meetings, and work tasks. Each activity is linked to a specific contact or opportunity so context is never lost. The Overdue, Today, and Upcoming views give you an instant read on what needs immediate attention and what can be planned ahead – no calendar digging, no spreadsheet exports.

Activity type: call, meeting, or task
Assign to a contact and an opportunity at the same time
Overdue view – see what has slipped at a glance
Today view – your focused list for the current day
Upcoming view – a clear look at the days ahead

Po termíne Dnes Nadchádzajúce

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Activity plans

Stamp a sequence of activities in one click

An activity plan is a reusable template made up of a sequence of steps – for example an intro call, a product demo, and a follow-up email. Assign the plan to an opportunity and EasyCRM automatically schedules the entire sequence with the right relative due dates. Every deal gets the same thorough treatment without the sales rep having to plan from scratch each time.

Build a repeatable plan once – reuse it indefinitely
Any number of steps with relative due dates
Assign a plan to an opportunity in one click
EasyCRM schedules all steps automatically
Ideal for onboarding, sales cycles, and post-sale follow-up

Plán aktivít – Nový obchod

Úvodný hovor Deň 1

Produktová prezentácia Deň 4

Následná e-mailová správa Deň 7

Priradiť plán

Mobile app and calendar sync

Activities on mobile, in Google Calendar, and in Microsoft Calendar

Activities are fully available in the EasyCRM mobile app for iOS and Android – mark them done straight from your phone and receive a push notification before each due time so nothing gets missed. Meetings sync two-way with Google Calendar and Microsoft Calendar automatically, keeping your company calendar and CRM always in sync. Teams on a VipTEL Standard plan or higher can tap any phone number in an activity to dial it instantly.

Activities visible and actionable in mobile (iOS and Android)
Push notifications before each activity due time (FCM)
Two-way meeting sync with Google Calendar
Two-way meeting sync with Microsoft Calendar
VipTEL click-to-dial from any activity record (Standard+ plan)

EasyCRM

Google Calendar

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What you gain

The workflow discipline every sales team needs

No deal ever sits without a scheduled next action
Overdue activities surface immediately for both reps and managers
Activity plans guarantee the same process for every customer
Google and Microsoft Calendar sync – one calendar for the whole day
Mobile push notifications mean a due call is impossible to forget
Full activity history on every contact and opportunity

Works with

Sales pipeline Contacts and relationships Calendar integrations

FAQ

Questions about activities in EasyCRM

: A call is a phone contact with a customer – with VipTEL integration you can dial it directly by clicking the number. A meeting is an in-person or online appointment that syncs automatically with Google Calendar or Microsoft Calendar. A task is any work item that is not a direct communication – for example preparing a quote or reviewing a contract.
: An activity plan is a sequence-of-steps template that you assign to an opportunity in a single click. EasyCRM then automatically creates all the activities with their relative due dates. It is ideal wherever you have a repeating process – for example for new deals, customer onboarding, or post-sale follow-up.
: Yes. EasyCRM offers two-way meeting sync with both Google Calendar and Microsoft Calendar. A meeting created in EasyCRM appears in your company calendar, and an event created in the calendar is reflected in EasyCRM. Setup takes just a few minutes.
: Yes. The EasyCRM mobile app for iOS and Android displays all your activities – including the Overdue, Today, and Upcoming views. You can mark an activity done directly from your phone. You will also receive a push notification before each activity so you never miss a scheduled action.
: Yes, if your organisation uses VipTEL on the Standard plan or higher. Every phone number in an activity is clickable and immediately dials the call through VipTEL. The call record is saved automatically against the relevant activity.

Stop improvising – plan every customer touchpoint

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