Web Agencies & Developers

A CRM built for a team that knows what REST API means.

A web agency receives leads from contact forms, communicates via email and chat, sends quotes, and tracks projects from first enquiry to delivery. EasyCRM keeps all of that together – and when you need more, a REST API with 31 scopes and 11 webhook events plug into your own tools without limits.

Get started free View pricing

Leads and communications

A website enquiry becomes a lead – automatically

You embed EasyCRM's live chat widget on your website with one script tag. When a visitor sends a message, a conversation is created in the CRM and optionally a new lead – no manual data entry. Email enquiries sent to your company address land in the same shared inbox. Via the API you can push enquiries from your own forms or other systems straight into EasyCRM, and the whole team sees them in one place. No message falls through the cracks, even when a colleague is on holiday.

Live chat widget on your site – one script tag, no wiring
Inbound email to shared inbox (Google Workspace / Microsoft 365)
Facebook Messenger and WhatsApp Business in the same inbox
API endpoint for custom forms: POST /api/v1/leads
Automatic lead assignment to the responsible team member

Zákazník píše z webu

Nový lead: Jozef Mináč

Záujem o nový web – priradený: Tomáš K.

Pipeline and quotes

From enquiry to signed contract through a Kanban pipeline

Every new project is an opportunity on the pipeline. You configure stages to match your process – for example: New Enquiry, Discovery, Quote Sent, Negotiation, Signed, Lost. When the client is ready, you build a quote directly from the opportunity card: line items for UI/UX design, development, testing, and maintenance – each with a price and VAT rate. The finished quote exports to PDF and can be sent to the client from within the CRM. When the client accepts, one click converts the quote to an order and the pipeline moves to the final stage.

Kanban pipeline with configurable stages
Quotes with line items, VAT rates, and PDF export
One-click quote-to-order conversion
Reports: conversion rate, average deal value, lost-deal reasons
Predictive deal scoring based on your agency's own win/loss history (Pro plan)

Dopyt

Analýza

Ponuka

Podpísané

Ponuka #018 – e-shop projekt Akceptovaná

800 €

2 400 €

1 600 €

480 €

Spolu bez DPH 5 280 €

REST API and webhooks

Connect EasyCRM to your own tools

Web agencies build their own tools – project trackers, internal dashboards, billing automation. EasyCRM's REST API has 31 named access scopes covering contacts, leads, opportunities, activities, quotes, orders, conversations, calls, reports, and sync. Each token carries explicit permissions, a rate limit of 1 000 requests per minute, and a burst of 60 per 5 seconds. Outbound webhooks notify your system about 11 named events – for example when a lead is created, a deal stage changes, or a client accepts a quote. Every webhook call is HMAC-SHA256 signed, and on the Pro plan you get a delivery log, a dead-letter queue, and manual redelivery.

REST API v1 with bearer-token auth and 31 named access scopes
Rate limit: 1 000 req/min, burst 60 req/5 s
11 webhook events: lead_created, deal_won, order_created, and more
HMAC-SHA256 signature on every webhook call
Delivery log and dead-letter queue – manual redelivery (Pro)
Auto-generated OpenAPI spec for fast client generation

POST /api/v1/leads

"name": "Jozef Mináč",

"email": "jozef@mina.sk",

"source": "contact-form"

201 Created scope: write:leads

Webhook deal_won

"opportunity_id": "01HX..."

"value": 5280

HMAC-SHA256 ✓

What you get

A web agency with CRM and developer tools in one

Leads from web, email, and API in one place – no enquiry falls through
Pipeline adapted to your process from enquiry to project delivery
Line-item quotes and PDF – done in minutes, not hours
REST API with 31 scopes and webhooks for integration with your own tools
Mobile app: contacts and quotes at client meetings in the field
Role-based permissions – clients never see what internal team members see
14-day Pro trial, free of charge

EasyCRM for web agencies – questions and answers

: Yes. The REST API endpoints POST /api/v1/leads and POST /api/v1/contacts allow programmatic record creation. Each call creates one record; file-based CSV import is not available.
: EasyCRM has 11 named webhook events: lead_created, lead_converted, opportunity_stage_changed, deal_won, deal_lost, contact_created, contact_updated, call_logged, message_received, quotation_sent, and order_created. Every webhook call is HMAC-SHA256 signed.
: EasyCRM has no built-in project tracking or invoicing module. If you use your own system, you can connect it via REST API or webhooks – for example, when a client accepts a quote, a webhook can trigger record creation in your tool.
: No. REST API and webhooks are available from the Standard plan. Webhooks with the advanced delivery log and dead-letter queue are exclusively available on the Pro plan.
: Yes, in two ways: by embedding the EasyCRM live chat widget on your site, or by sending a POST request to /api/v1/leads from your backend when the form is submitted.

A CRM for a studio that thinks like a developer

Create a free account View pricing