The complete sales cycle in one place
How EasyCRM Works
EasyCRM takes you from first customer contact to a closed deal and PDF quote – all in one system, no app-switching required. Here is how every piece fits together.
Step 1
Lead Capture
Every potential customer reaches EasyCRM regardless of which channel they use to contact you. A web-chat widget captures visitors directly on your website. Email, WhatsApp messages, Facebook Messenger or Instagram DMs all arrive in your team's shared inbox. You can also enter a contact manually or push one via the REST API from another system. Every contact becomes a record with a full history, and the lead is automatically assigned to a salesperson via assignment rules.
- Web-chat widget on your website
- Receive email, WhatsApp, Messenger and Instagram DM
- Manual contact creation
- REST API with 31 named scopes for system integrations
- Automatic assignment via team assignment rules
Step 2
Qualification and Sales Pipeline
A lead is qualified and converted to an opportunity. In the Kanban pipeline you see every opportunity at its current stage – from first contact to final quote. You name the stages to match your own sales process. If a deal falls through, you select a loss reason from a list you define yourself. Predictive scoring (a value of 0 – 100 calculated using the Naive Bayes statistical method on your organisation's own win/loss history) tells you which opportunities have the highest chance of success.
- Kanban pipeline with stages matching your process
- Configurable deal loss reasons
- Predictive scoring 0 – 100 (based on your own history)
- Convert lead to opportunity
- Multiple pipelines (Standard plan: 5, Pro: unlimited)
Step 3
Closing and Reports
When an opportunity is ready to close, log activities – a call via VipTEL click-to-dial, a meeting or a task – and chat with the customer straight from the unified inbox. Build a quotation with line items, per-line VAT and export it to PDF. The quote converts to an order. After closing, the deal flows into reports: pipeline analysis, win/loss overview, revenue forecast and lead attribution. The entire process is also available in the mobile app – including the inbox and quotes – even when offline.
- Activities: calls (VipTEL click-to-dial), meetings, tasks
- Quotation with line items, VAT and PDF export
- Convert quote to order
- Reports: pipeline, win/loss, forecast, lead attribution
- Mobile app (iOS and Android, offline-first)
Why EasyCRM
What you get from day one
- All leads in one place – none slip through the cracks
- Pipeline that matches your actual sales process
- Team sees the full communication history with every customer
- Predictive scoring surfaces the most promising opportunities
- PDF quotes generated directly from CRM in one click
- Reports reveal where deals drop off and why
- Mobile app for field work – even without internet
Explore specific features
FAQ
How does it work in practice?
See how EasyCRM works for your team
Sign up for free and try the entire sales process – from the first lead to a closed deal.