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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 Casserole Nova?

Achieve unparalleled mastery over your operations! Manage all varieties of projects, including up to three tiers of subprojects, while keeping a close eye on your budget by considering time investments, external costs, freelancer payments, and conducting thorough financial assessments for every initiative. Each member of your team understands their roles, diligently completing their assignments and recording their hours. Automatically compiled billable amounts and expenses ensure that nothing is overlooked, facilitating a seamless project flow as you retain full visibility into your team's productivity. After quotes receive approval, they effortlessly convert into budgeted projects, and the process of generating invoices is completed in a matter of seconds. Payments arrive swiftly, providing you with immediate insights into your organization's financial performance, which aids in making strategic decisions for upcoming projects. This exceptional level of detail allows you to enhance your operational efficiency in ways you never thought possible, setting a new standard for project management excellence.

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

Fin Finaud Consultant

Date Founded

2005

Company Location

Canada

Company Website

www.casserolenova.com/en/

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

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