Easy CRM

Easy CRM

Shoppias
+
+

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About

Coneix optimizes your time and successfully manages your engineering business, architecture office or professional services company, anytime, anywhere. It centralizes the relationship with clients, monitoring of business opportunities and unifies the organization's contact database. Improve team communication, allocate resources, plan and control tasks, record hours, monitor the budget and its deviations, document management. Margin by projects in one click. CONEIX incorporates Tableau as a BI tool. Personalized dashboards for each job and ensure that all decisions are made with reliable information and in real time. Preparation and monitoring of budgets. Quickly generate and send sales invoices and record purchase invoices. Integrate data with accounting, forecasting and monitoring of collections, payments and treasury.

About

When your business looks at every transaction through the eyes of the customer, you cant help but deliver a better customer experience, which in turn increases loyalty to your company. Easy CRM software brings together all information from different departments throughout the company to give one, holistic view of each customer in real time. Manage and invoice projects with the powerful project management feature. Track time spent on tasks and bill your customers. Ability to assign multiple staff members on task and track timer per assigned staff. Build professionals and great looking invoices. Attach files and send directly to your clients. A subscription and audience management platform that automates accounting, fulfillment and operations. Kicks off the sales process to identify potential leads, and prepare for the forecasting of those sales in production in minutes. Win more business, Get paid faster. Forget about never ending sales process.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Teams looking for an ERP solution for projects

Audience

Businesses looking for a software solution for their project management, sales management, support management, and customer management needs

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

$5 per month
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Coneix
Spain
coneix.com

Company Information

Shoppias
Founded: 2016
Argentina
www.easycrmsystem.com

Alternatives

Alternatives

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ROI 360 by TALONOID

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Stintar

Stintar

ChetsApp
StaffTimerApp

StaffTimerApp

Staff Timer LTD

Categories

Categories

CRM

Project Management Features

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Integrations

No info available.

Integrations

No info available.
Claim Coneix and update features and information
Claim Coneix and update features and information
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Claim Easy CRM and update features and information