For service businesses & agencies

Client relationships without dropped threads

When your business runs on long-term relationships, repeat work, and timely follow-ups – EasyCRM keeps every detail exactly where it belongs.

Sound familiar?

Three problems that slow service businesses down

Emails in one app, notes in a notebook, call history on your phone – when a client rings, you spend time searching instead of talking.

Service contracts, annual renewals, quarterly reviews – without a system you rely on memory, and a client walks just when you forgot to check in.

Building quotes in spreadsheets, recalculating line items manually, attaching PDFs to emails, and no clear view of what the client approved.

How EasyCRM fits in

Every call, email, quote, and note is attached to the contact. When a client rings, you see the full context – no searching required.

Martin Horváth

Design Studio s.r.o.

Hovor – retainer Q2

E-mail – návrh zmluvy

Ponuka – 3 600 €

Set up stages that match your service cycle – outreach, proposal, approval, delivery. A drag-and-drop kanban shows where every project stands.

Build a quote from saved line items, send it as a PDF, and convert it to an invoice with one click. No spreadsheets, no manual recalculation.

Mesačný retainer 1 200 €

Správa sociálnych sietí 480 €

Reporty a analytika 320 €

SPOLU 2 000 €

Emails and WhatsApp messages linked directly to the contact. The whole team sees who wrote what – nothing slips through.

Outcomes

You never miss a follow-up – reminders and scheduled tasks notify you in time.
Every team member sees the client history – covering for a colleague needs no briefing.
Quotes go out faster – line items are ready, PDF is a few clicks away.
Repeat work never falls through the cracks – the pipeline flags upcoming renewals.
Clients get faster replies – the team works from a single source of truth.

Frequently asked

: Yes. You customise the pipeline stages to match your workflow, group contacts into segments, and each client gets their own card with the full history. The team sees all clients in one view or filters by the responsible person.
: Yes. You can add a task with a due date to any contact or deal. EasyCRM will alert you when the date approaches – so recurring work and service renewals never get overlooked.
: Quotes are built from saved line items, so a repeat proposal takes minutes. The quotes and invoicing module supports any items, quantities, and discounts – send the PDF to the client directly from the app.

Free account, no credit card, Slovak support included.