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.

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.


to save you time and make your life easier

See all features

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

Become a Partner

Are you an accountant or a reseller? Contact us for special discounted package


Quickly find the answers to
your queries from our
knowledge base

30 day FREE trial

Try Easy for free.
No contract or credit card
details required

Excellent Support

We provide excellent
support and training to
our clients

Accounting features to make your life EASY

Use our powerful features from anywhere, anytime and get full control of your financials!

Try EASY for free
Corporate Office

Easy Accountax
Suite 7 1st Floor Amba House , 15 College Road, Harrow, United Kingdom,

Subscribe to our Newsletter
Copyrights © 2018 Easy Accountax. All rights reserved.

By continuing to use the site, you agree to the use of cookies. More information

The cookie settings on this website are set to "allow cookies" to give you the best browsing experience possible. If you continue to use this website without changing your cookie settings or you click "Accept" below then you are consenting to this.