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What is Easy CRM?

Viewing transactions from your customer's perspective significantly improves their experience and fosters deeper brand loyalty. By leveraging intuitive CRM software, you can integrate data from multiple departments, creating a holistic, real-time overview of each customer’s journey. This system also empowers you to manage and invoice projects efficiently, thanks to its advanced project management features. Furthermore, it allows for meticulous tracking of the time spent on tasks, ensuring that clients are billed accurately for services rendered. The software facilitates collaboration by enabling several team members to be assigned to different tasks while keeping track of individual timers to maintain accountability. You can generate professional, visually striking invoices, attach pertinent documents, and send them directly to clients, enhancing convenience. Additionally, the platform streamlines both subscription and audience management, automating essential processes like accounting and fulfillment. It also kickstarts the sales process by identifying potential leads and swiftly generating sales forecasts, allowing for quick deal closures. This innovative approach ultimately ensures that you secure more business while expediting payment processes, thus alleviating the challenges of prolonged sales cycles. By focusing on customer insights and experiences, your business lays the groundwork for sustained success and growth in the competitive marketplace. In doing so, you create a more responsive and adaptive organization that can thrive in changing environments.

What is BoardBell?

Exceptional Project Management Software That Enhances Your Workflow. Visualize Your Projects with Ease. The project boards allow for effortless viewing of tasks and tracking the overall progress of your project. Tasks are neatly arranged into columns that typically represent their current state of completion. You can easily shift tasks between columns to indicate progress, giving a quick overview of the project's status at a glance. Assigning Tasks & Deadlines Made Simple. Each task can be allocated to various team members, who will receive immediate notifications about their new duties upon assignment. You can set specific deadlines and effortlessly identify overdue tasks, with team members being alerted whenever there are alterations to due dates. Foster Collaboration Through Comments & File Attachments. Team members are motivated to leave comments on tasks for questions and suggestions, promoting a collaborative environment. Additionally, you can directly attach various documents, presentations, and images to the tasks to ensure that all relevant materials and discussions are readily available where they are most needed, rather than buried in email threads. This organized and efficient method significantly improves team communication while keeping everyone in the loop, ultimately leading to a more productive project outcome.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$5 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Shoppias

Date Founded

2016

Company Location

Argentina

Company Website

www.easycrmsystem.com

Company Facts

Organization Name

BoardBell

Company Location

United States

Company Website

www.boardbell.com

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

Categories and Features

Project Management

Agile Methodologies
Budget Management
Client Portal
Collaboration Tools
Cost-to-Completion Tracking
Customizable Templates
Gantt Charts
Idea Management
Kanban Board
Milestone Tracking
Portfolio Management
Resource Management
Time & Expense Tracking
Traditional Methodologies

Task Management

Collaboration
Create Subtasks
Gamification
Gantt Charts
Mobile Access
Percent-Complete Tracking
Progress Tracking
Recurring Tasks
Reporting/Analytics
Spreadsheet View
Task Board View
Task Planning
Task Scheduling
Task Tracking
Time Tracking
To-Do List View

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