Customer relationship management

CRM

Elevate Your Business with Seamless Customer Management and Growth Strategies

Dynamic Customer Boards
Manage your customers effectively with boards. Implement custom filters and bulk options to tailor your boards to your specific business needs. This feature enables you to categorize customers, streamline processes, and optimize your approach to customer management.
Bulk SMS and Email
Reach your customers effortlessly with Easyly's bulk SMS and email feature within the CRM. Send targeted messages to a large audience, whether it's announcements, promotions, or updates. Enhance your marketing efforts by leveraging mass communication directly from your CRM platform.
Collaborative Customer Profile
Teamwork made easy by allowing multiple users to collaboratively work on a customer profile. Whether it's updating contact details, adding notes, or managing tasks, multiple team members can seamlessly contribute to a customer profile, ensuring a continuous and cohesive customer engagement experience.
Easyly
6 Leads
Today
.
Full name
Email
Phone
Status
User
Source
Total payments
.
Johnie Lee
JohnieJLee@mail.com
(123) 456-7890
New
$199.00
.
Tracy Christian
TracyJChristian@mail.com
(123) 456-7890
Paid
$99.00
.
Amina Lewis
amina@mail.com
(123) 456-7890
Pending
$399.00
.
Ada Griffith
AdaSGriffith@mail.com
(123) 456-7890
Paid
$499.00
.
Ricky Carson
RickyKCarson@mail.com
(123) 456-7890
Quoted
$120.00
.
June Wayland
JuneDWayland@mail.com
(123) 456-7890
Paid
$1,220.00

Easyly CRM

Optimize Customer Engagement with Easyly's CRM Features

Streamlined Task Management, Timely Follow-ups, and In-Depth Reporting for Business Excellence

Efficient Task Management

Create, assign, and track tasks within the CRM interface. Stay organized and on top of deadlines, ensuring that your team can manage customer interactions, follow-ups, and key activities effectively.

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Calendar Integration & Follow-ups

Schedule and manage follow-ups with ease. Ensure timely interactions with customers by setting reminders and appointments directly within the CRM. Streamline your workflow and enhance customer engagement through strategic calendar management.

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Better Reporting Insights

Gain a deeper understanding of your business performance with Easyly's CRM reporting features. Generate comprehensive reports that provide insights into customer trends, sales performance, and overall CRM effectiveness.

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Calendar view

Revolutionize Your Customer Relationships with Easyly's CRM

Unlock Growth Potential and Seamless Customer Interactions - Join Easyly Today!