Our comprehensive CRM helps you stay in contact with your clients. You can create email campaigns with customised email templates, create tasks and appointments, lead management and much more. Our CRM system is continuously updated with new features to make it more useful for you.
Contacts

The Contacts module is dedicated to manage your contacts and to keep track of all relevant communication.

The Contact window does not only contain standard contact information, but also related business opportunities and projects and it also collects all email communication.

Leads Module

This module is extremely helpful to manage all customer's demands, requests for proposals and business opportunities. A window of a Lead is the place where sales representatives keep track of their email and phone communication.

A key purpose of a Easy CRM module is to generate leads for Sales to qualify into real sales and thus revenue for the company. CRM lead management entails managing leads in a structured and organized way, evaluating whether they are worthy of follow up and grading them accordingly in order to convert them in to Sales opportunities for the Sales teams to follow up and close as sales deals.

Email Campaign

Easy CRM can be combined with an e-marketing application to target the right customers with the right products and to analyse their performance during an email marketing campaign.

Over time, you can build up an understanding of what attracts customers to your products/services and how they behave at the same time as viewing the information in your marketing email and in your website. This provides you with a very powerful means of reaching your target users and giving them best information in the best format.

Task and Calendar

Easy CRM Tasks provide a simple way of creating a reminder of something you need to do. They can be used as a reminder for such things as a meeting, phone call or submission deadline.

You can link tasks to contacts or you can simply add a task as a reminder for yourself. Setup the daily task reminder email as well to get an email when you have tasks due.

The calendar view gives you a month by month view of all open tasks, including those from tracks.

Features

to save you time and make your life easier

See all features

payroll-icon
Accounting software with payroll & RTI
projects-icon
Efficiently manage projects and its financials
vat-and-cis-icon
HMRC Recognised VAT Return made it all easy
mobile-app-icon
Manage all core functions like banking, receipts, dashboard, purchases from our mobile app
easy-invoices-icon
Professional invoicing made lot easier and smarter
bill-and-expanses-icon
Never forget those expenses and lose receipts
white-lable-icon
Expand your brand using Easy’s complete White Label solution
crm-icon
Our comprehensive CRM helps you stay in contact with your clients. You can create email campaigns
multi-currency-icon
Multi currency lets you create invoices and bills in any currency, manage exchange rate
document-managment-icon
It is now easy to manage all your documents at one place, easy to find required document at any time
corporation-tax-icon
Stay tuned with your tax liability. Easy will automatically estimate your corporation tax
purchases-icon
Record bills and attach scanned receipts directly from your mobile
contacts-icon
Efficiently manage all your contacts and their financials
time-and-billing-icon
Track each minute spent on client project to increase profitability
invoice-setting
Invoice settings lets you cutomised your PDF invoices, select from our predefined themes
dashboard-icon
Dashboard gives you overview of your business finances
banking-icon
Bank transactions delivered to your account directly from your bank
support-icon
Unlimited phone & email support from our dedicated support team
asest-managment-icon
Asset management and depreciation made easy and time saving
free-upgrages-icon
The software is constantly enhanced with new functionality
finacial-report-icon
Get real time view of all your company financial through Easy Reporting

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Accounting features to make your life EASY

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Easy Accountax
231 Kenton road , Harrow, London,
HA3 0HD United Kingdom

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