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

Insight helps you maintain and grow your customer database. Have all your customer transactions and related information at your fingertips. Create custom databases to profile your clients. Attach documents to your clients and customer transactions. Insight is the perfect tool to maximise your new leads and existing customer sales. Profiling of your clients and having the right information available to you in real time gives you the edge over your competitors. Insight is a powerful scheduling system. All your company activities including all job information, staff leave, staff activities are available in various calendar and schedule views. Insight Business Management Software is built around task management. Capture all your business transactions into tasks and everyone knows exactly what is expected at all times. Use statuses and task assignments to control delegation.

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

Companies searching for a Business Management platform that helps with customer transactions

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

$25 per user 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

Shoppias
Founded: 2016
Argentina
www.easycrmsystem.com

Company Information

Scotia Software
Founded: 2005
United Kingdom
www.binarytechnologies.co.uk/index.php/business-management-software/

Alternatives

Alternatives

ROI 360 by TALONOID

ROI 360 by TALONOID

TALONOID Technologies
Nimblex

Nimblex

VendorPanel
SAP Business ByDesign

SAP Business ByDesign

Navigator Business Solutions
StaffTimerApp

StaffTimerApp

Staff Timer LTD
Streamleader

Streamleader

StreamLeader

Categories

CRM

Categories

Business Management Features

Billing & Invoicing
CRM
Employee Management
Financial Management
Inventory Management
Marketing Management
Order Management
Point of Sale (POS)
Project Management
Purchasing
Scheduling
Time & Expense Tracking
Training Management
Vendor Management

Workflow Management Features

Access Controls/Permissions
Approval Process Control
Business Process Automation
Calendar Management
Compliance Tracking
Configurable Workflow
Customizable Dashboard
Document Management
Forms Management
Graphical Workflow Editor
Mobile Access
No-Code
Task Management
Third Party Integrations
Workflow Configuration

Integrations

No info available.

Integrations

No info available.
Claim Easy CRM and update features and information
Claim Easy CRM and update features and information
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Claim Insight Business Management and update features and information