Easy CRM

Easy CRM

Shoppias
Workspace

Workspace

TapChief
+
+

Related Products

  • Zoho Projects
    1,840 Ratings
    Visit Website
  • DeskTime
    955 Ratings
    Visit Website
  • Contractor Foreman
    1,315 Ratings
    Visit Website
  • Invoice Home
    5,698 Ratings
    Visit Website
  • Wrike
    7,463 Ratings
    Visit Website
  • Vibe Retail
    42 Ratings
    Visit Website
  • FreshBooks
    5,467 Ratings
    Visit Website
  • HR Partner
    193 Ratings
    Visit Website
  • SKU Science
    16 Ratings
    Visit Website
  • Digit
    30 Ratings
    Visit Website

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

Create proposals, manage projects and send invoices, all in one place, with Workspace. Manage leads and win more clients with beautiful proposals. Organize leads into groups with custom labels. Create proposals from existing templates and save to reuse later for different clients. Collect project requirements with custom forms shared on email or chat. Manage multiple projects on one dashboard. Track progress across projects and zoom in on details to address risks. Customize stages and properties to match your project lifecycle. Add team members and invite clients to share updates in real-time. Breakdown projects into tasks and milestones. Scope your projects by creating tasks from templates or previous projects. Assign tasks to teams, create sub-tasks and set due dates. Track your tasks in a calendar, board or list view and filter by assignee or project. Create invoices, manage your finances and get paid, on time.

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

Freelancers, agencies, studios and small teams

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

No information available.
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

TapChief
Founded: 2016
India
www.tapchief.com/workspace

Alternatives

Alternatives

Proteus

Proteus

Xergy
ROI 360 by TALONOID

ROI 360 by TALONOID

TALONOID Technologies
StaffTimerApp

StaffTimerApp

Staff Timer LTD
QuoteRobot.com

QuoteRobot.com

QuoteRobot

Categories

CRM

Categories

Integrations

No info available.

Integrations

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