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Easedesk CRM

Easedesk CRM

Overview

What is Easedesk CRM?

Easedesk CRM is a versatile and user-friendly CRM platform offered by Ennovative Works. According to the vendor, this affordable solution is designed to streamline business operations and enhance efficiency for businesses of all sizes, from individual entrepreneurs to larger companies with up to 100...

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Pricing

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Entry-level set up fee?

  • No setup fee

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services

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Product Details

What is Easedesk CRM?

Easedesk CRM is a versatile and user-friendly CRM platform offered by Ennovative Works. According to the vendor, this affordable solution is designed to streamline business operations and enhance efficiency for businesses of all sizes, from individual entrepreneurs to larger companies with up to 100 staff members. Easedesk CRM finds application in various professions and industries, including sales teams, service-based businesses, small and medium-sized enterprises, e-commerce businesses, and financial services professionals.

Key Features

Invoice Management: According to the vendor, Easedesk CRM allows users to create and send professional invoices effortlessly, while easily tracking their status and payments in one place.

Lead Management: The vendor claims that Easedesk CRM enables users to automatically import leads from web forms and emails, organize and track them through different stages of the sales process, and manage them conveniently from a central location.

Estimate & Proposals: According to the vendor, Easedesk CRM allows users to generate attractive estimates and proposals tailored to leads or customers, increasing the likelihood of winning sales with professional and detailed presentations.

Payment Management: The vendor states that Easedesk CRM enables users to seamlessly track invoice payments, monitor outstanding amounts, and collect online payments through leading payment gateways, simplifying payment tracking and reconciliation processes.

Customer Management: According to the vendor, Easedesk CRM allows users to efficiently manage customer data, including follow-ups, reports, and financial statements, all in one organized screen for easy reference. Users can maintain detailed records of customer interactions and preferences.

Expense Management: The vendor claims that Easedesk CRM enables users to record and track various business expenses, upload receipts for reference and easy expense tracking, and gain insights into business expenses to effectively manage them.

Easedesk CRM Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsWeb-Based
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