EsyCRM

About EsyCRM

EsyCRM will automatically create Labels in your Gmail for all Task Status Types with Deal as sub-labels. EsyCRM is easy to set up and simple to use. So simple, you’ll be up and running in no time and you can train your team in minutes. Just because the CRM is free, it doesn’t make it any less effective. Their powerful drag and drop Pipeline management can change your Deal-making process exactly your business need. Customize your CRM to reflect your business by adding custom fields and personalizing your dashboard. Using EsyCRM is a Free CRM you can effortlessly manage your sales pipeline with a real-time view.

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Pricing

Free Trial Not Available
Offers Free-forever plan.
View Detailed Pricing

SW Score Breakdown The SW Score breakdown shows individual score for product features.Read more

Features The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

79%
Reviews

60%
Momentum

62%
Popularity

64%

Platforms Supported

Browser Based (Cloud)

Organization Types Supported

All (Small, Medium, Large)

API Support

NA

Modes of Support

Online

EsyCRM Features

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CRM Features

Features: The Feature Score % is calculated using the weighted average method, where core features hold more weight in the final calculation. Read more

79%

Unique Features

AI Assistant

AI Assistant helps you provide information and perform specific tasks to significantly improve your success rate. It can perform one or many tasks like analyzing your deals, contacts, and emails, generating the perfect email, and more.

Advanced Automation

Allows for building smart automation for repetitive tasks, enhancing efficiency and consistency.

Omnichannel Customer Engagement

Unified management of customer interactions across multiple channels, including web, mobile, and social media.

Predictive Analytics

Advanced analytics for predicting customer behavior and sales opportunities

IoT Integration

Leveraging Internet of Things devices for enhanced data collection and analysis

Customization

Helps to customize the system for use in industry-specific use cases

Standard Features

Quotes (Proposals)

Create effective sales proposals by generating multiple quotes per opportunity

List Management

Enables management of multiple lists and communications with them

Customer Support

Ensures after-sales interactions with your customers and solve queries related to your products and services

Marketing Automation

Develop customer relationships, automate marketing programs and measure your marketing ROI

Referral Tracking

Track and manage your referred customers.

Project Management

Helps in managing the projects necessary for streamlining and enhancing the customer relationship management tasks.

Lead Scoring

Lets you manage your prospective leads by scoring them on the basis of their response.

Contact Management

Organizing customer data in a centralized location and handling contact details, demographics, transactions, etc.

Real-time Data Sync

Allows to synchronize with other systems for up-to-date information across platforms

Dedicated Phone Line Integration

Incorporating dedicated phone lines for customer support and sales, enabling direct communication and call tracking

Customer Segmentation

Helps to segment contacts and customers into groups based on various criteria such as demographics, behavior, purchase history, hottest leads

Opportunity Management

Opportunity or Pipeline Management allows tracking and managing sales opportunities, including stages of the deal, probability of closing, and associated activities throughout their lifecycle.

Sales Force Automation

Streamlined management of the sales cycle from lead to close

Territory Management

Helps to assign, manage sales territories and conveniently track their progress

Reporting (Analytics)

Provides insightful reports and important business metrics to track and measure the outcomes and progress.

Order Management

Helps tracking, monitoring, supervising, and meeting deadlines concerning ordered goods in an automated and systematic way

Collaboration Tools

Interactive tools meant to make the application highly collaborative and encourage teamwork

Lead Management

A systemized and organized way of managing all your leads and their conversation.

Product Catalog

Lets your sales representatives, as well as customers, view details and prices of each product.

Call Logging

Call Logging helps to register call details such as call duration, date and time of calls, notes, etc.

Document Management

Ability to store and manage various information and documents in electronic format.

EsyCRM Pricing

Free Trial

Not available

Pricing Options

Freemium ( Limited Features )

Pricing Plans

EsyCRM Free

Features

Very easy to use yet professional design
Two-step highly secure login. Data in a safe cloud server.
Push Notification for all types of appointments.
Dynamic Pipeline, you create your own or use the default
Create, edit or update Todo, Deal, Contact very fast
AI-based Analytics Reports to a quick view of your business
You can use from your Phone as well
Any keypress search for your Contact, Deal, Todo
Sales Manager Admin panel
Can create up to several Sales Representative Account
AI-based Analytics for all Sales Representatives status
Value-added services provisions
Only after email verification, any Account become active
CSV based bulk upload your all existing Contacts
One-click integration of Google Calendar
One-click send Email and Call
Directly send an email via your Gmail
Automatically create Gmail Labels for sorting

Disclaimer: The pricing details were last updated on 31/03/2020 from the vendor website and may be different from actual. Please confirm with the vendor website before purchasing.

Learn more about EsyCRM Pricing