Easy CRM

Easy CRM

Shoppias
+
+

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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.

About

Factor AE is an intuitive firm management platform designed specifically for architecture and engineering companies to streamline project tracking, time entry, invoicing, and overall firm visibility. It allows firms to break down projects into fixed fee, hourly, and non-billable phases, facilitating detailed employee time and budget tracking at any level. The platform supports sub-consultant and expense tracking, either within project fees or separately, without compromising invoice simplicity. Factor AE enables firms to set timelines, create milestones, assign tasks, and schedule resources, ensuring client deadlines are met while optimizing resource utilization. It provides at-a-glance project status views, allowing for easy comparison of budgets and schedules to actuals by phase, revenue forecasting, and proactive adjustments to prevent minor issues from escalating.

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

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

Audience

Project managers in architecture and engineering firms needing a tool to oversee project progress, manage resources, and ensure accurate invoicing

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

$5 per month
Free Version
Free Trial

Pricing

Free
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:

Review this Software

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

Shoppias
Founded: 2016
Argentina
www.easycrmsystem.com

Company Information

Factor AE
United States
factorapp.com

Alternatives

Alternatives

Monograph

Monograph

Dixon & Moe
ROI 360 by TALONOID

ROI 360 by TALONOID

TALONOID Technologies
BigTime

BigTime

BigTime Software
StaffTimerApp

StaffTimerApp

Staff Timer LTD

Categories

CRM

Categories

Integrations

QuickBooks Online

Integrations

QuickBooks Online
Claim Easy CRM and update features and information
Claim Easy CRM and update features and information
Claim Factor AE and update features and information
Claim Factor AE and update features and information