Easy CRM
Many CRM systems can seem overwhelming: We’ve created Easy CRM to include the most essential tools for you to be able to run your small and medium sized companies and manage your team efficiently. Collect new leads, manage clients, quotations, invoices, tasks and more for your entire team. Watch the
About this tool.
Many CRM systems can seem overwhelming: We’ve created Easy CRM to include the most essential tools for you to be able to run your small and medium sized companies and manage your team efficiently. Collect new leads, manage clients, quotations, invoices, tasks and more for your entire team. Watch the video to see the most basics on how it is used.
Click here to watch our Part1 Video: First steps – Usage & Feature Presentation
Click here to watch our Part2 Video: First steps – Usage & Feature Presentation
Screenshots & previews.
Getting started.
Download the plugin, install and activate. Our CRM doesn’t have any dependencies on other plugins.
Frequently asked questions.
How to use the plugin?
step – Add your clients (manually or through form on your website) step – Assign tasks and log the activity pertaining to the client / your team step – create and manage your quotes and invoices for the existing clients
Can I create tasks independent from a client?
Yes, tasks can be added through the task menu without a connection to the client. This will allow your team to plan work that does not directly pertain to a client.
Do i need to use all parts of the plugin?
No, feel free to only use parts of the plugin, like task management for your team.
