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Easy CRM

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Software Status:Active

About Easy CRM

Easy CRM is a CRM software from Salesforce that serves customers, boosts productivity, and grows revenue. It combines features such as a single, shared view of every customer, agentic AI for simplifying handoffs from agents to employees, and tools for tracking customer interactions so businesses can effectively manage relationships. Easy CRM helps organizations build strong customer relationships and achieve their business goals. It is designed for teams looking to improve customer service and collaboration while increasing sales opportunities through an integrated approach. Key capabilities: customer relationship management productivity tools AI-driven automation customizable dashboards reporting analytics Best for: businesses that need a comprehensive solution to manage customer relationships and improve operational efficiency.

Easy CRM Details

Vendor
Salesforce
Year Launched
Location
Salesforce Headquarters: Salesforce Tower 415 Mission Street San Francisco, CA 94105 United States
Deployment
Training Options
demo, account manager, community
Countries Served
All Countries
Languages
English, Spanish, French, German, Italian, Portuguese, Dutch, Russian, Japanese, Chinese, Korean, Turkish, Arabic
Users
Sales Manager, Marketing Coordinator, Customer Service Representative, Data Analyst, Account Executive
Industries Served
Healthcare, Education, Finance, Retail
Tags
CRM, Salesforce, Customer Relationship Management, Sales, Marketing, Customer Service

Easy CRM's In-App Market Place

Does Easy CRM have an in-app market place?

Yes

How many Mini-Apps in the marketplace?

10

Mini Apps

1. Pardot: Marketing automation tool that integrates seamlessly with Easy CRM to help businesses generate more leads and convert them into customers.

2. Conga Composer: Allows users to create custom documents

presentations

and emails directly within Easy CRM for personalized communication with clients.

3. Docusign for Salesforce: Enables electronic signatures for contracts and agreements

streamlining the sales process and improving efficiency.

4. Salesforce Inbox: Integrates email and calendar features directly into Easy CRM

allowing users to manage their communications more effectively.

5. Data.com: Provides access to a database of B2B contacts and company information

helping users to find new leads and grow their customer base.

Pricing Options

Free trial
Free version
Request a quote
Promo Offer

Accepted Payment Currencies

USD ($), EUR (€), GBP (£), JPY (¥), AUD (A$), CAD (C$), CNY (¥), INR (₹), MXN (MXN$), BRL (R$)

Pros & Cons

  • Easy to use interface with customizable layouts for user preferences
  • Integrates seamlessly with other Salesforce products for enhanced functionality
  • Robust reporting and analytics tools for tracking sales data and customer interactions
  • Streamlined lead management process for efficient customer acquisition
  • Centralized database for storing all customer information and communication history
  • Steeper learning curve for new users
  • Limited customization options
  • Expensive subscription fees for small businesses
  • Difficulty integrating with other software systems
  • Lack of advanced reporting features compared to competitors

Easy CRM's Support Options

Easy CRM's Alternatives