CRM, Communication, and Automation in One Place
A customer relationship management system should do more than store names and email addresses.
Our CRM solution brings your contacts, conversations, appointments, opportunities, marketing, payments, reviews, and follow-up into one connected system. Your team can see what has happened, what needs to happen next, and where every prospect or customer stands.
Keep Every Contact Organized
Create a complete record for each lead, customer, vendor, partner, or other important contact.
Records can include:
- Contact and company information
- Tags and custom fields
- Notes, tasks, and assignments
- Lead sources
- Conversation history
- Appointments
- Sales opportunities
- Estimates, invoices, and payments
- Documents and uploaded files
Contacts can be organized into smart lists and automatically categorized based on their interests, activity, or relationship with your business.
Capture More Leads
Connect your website and marketing directly to the CRM through:
- Contact and lead forms
- Surveys and questionnaires
- Quizzes and assessments
- Online chat
- AI chat assistants
- Landing pages
- Appointment calendars
- QR codes
- Incoming phone calls and text messages
- Facebook and Instagram messages
- Missed-call text responses
New inquiries can be recorded, assigned, and followed up with automatically.
Manage Conversations in One Place
Communicate with customers without searching through several disconnected platforms.
Depending on the services connected, the CRM can organize:
- Text messages
- Phone calls
- Voicemail
- Website chat
- Facebook Messenger
- Instagram messages
- WhatsApp conversations
- Internal team notes
Your team can view the conversation history and continue helping the customer from the same record.
Track Leads and Sales
Custom sales pipelines show where every opportunity stands.
Your process can include stages such as:
- New lead
- Contacted
- Appointment scheduled
- Estimate or proposal sent
- Follow-up required
- Sold
- Lost
- Renewal
Opportunities can be assigned to team members, given a value, moved through the pipeline, and tracked through reports.
Schedule Appointments
Integrated calendars make it easier for customers to book appointments online.
The system can support:
- Different appointment types
- Individual or team calendars
- Staff availability
- Round-robin scheduling
- Confirmation messages
- Appointment reminders
- Rescheduling and cancellation links
- No-show follow-up
- Paid appointments
The appointment is automatically connected to the customer’s CRM record.
Automate Repetitive Follow-Up
Workflows can perform routine actions automatically while keeping communication personal.
Automations can include:
- Immediate responses to new inquiries
- Lead-nurturing sequences
- Appointment confirmations and reminders
- Internal staff notifications
- Task assignments
- Estimate and proposal follow-up
- Missed-call text messages
- No-show follow-up
- Review requests
- Birthday and anniversary messages
- Seasonal campaigns
- Customer reactivation
- Long-term follow-up
The system can respond consistently even when your team is busy.
Email, Text, and Marketing Campaigns
Stay connected with prospects and customers through:
- Email campaigns
- Newsletters
- Text-message campaigns
- Segmented contact lists
- Drip campaigns
- Promotional broadcasts
- Event announcements
- Customer education
- Social-media scheduling
- Landing pages and sales funnels
Campaign activity can be connected to the contact record and used to trigger additional follow-up.
Estimates, Invoices, and Payments
Depending on your business, the CRM can also help manage:
- Estimates and proposals
- Contracts and documents
- Invoices
- Payment links
- Recurring payments
- Paid appointments
- Order forms
- Text-to-pay
- Products and services
- Basic sales reporting
Payment-processing charges and any required outside services are separate.
Reviews and Reputation
Build a more consistent review process through:
- Automated review requests
- Review-response management
- Customer feedback workflows
- Review monitoring
- Website review widgets
- Video testimonials
- Follow-up for satisfied customers
- Internal alerts for negative feedback
This helps your business generate more recent feedback while responding to customer concerns more consistently.
AI-Assisted Customer Communication
AI tools can help your business respond more quickly and manage a larger number of conversations.
Available applications can include:
- Website sales and support assistants
- Frequently asked question responses
- Lead qualification
- Appointment scheduling
- Conversation summaries
- Suggested responses
- Automated review replies
- AI-assisted workflow creation
- Voice-based call handling
AI features are configured around approved business information and should be monitored as part of the overall customer-service process.
Team Access and Reporting
Give each employee access to the contacts, conversations, calendars, tasks, and opportunities relevant to their role.
Managers can review:
- Lead sources
- Pipeline activity
- Opportunity values
- Appointment activity
- Communication history
- Assigned tasks
- Campaign performance
- Sales-team activity
- Conversion results
Mobile access allows team members to manage conversations and customer information away from the office.
Connected to Your Website and Business
The CRM can connect with your website, forms, calendars, email accounts, phone numbers, payment systems, advertising, and other business tools.
API connections and webhooks can also be developed when information needs to move between the CRM and another system.
Configured Around Your Process
A CRM is only useful when it reflects the way your business actually operates.
Easy Website Online can help:
- Import and organize existing contacts
- Create contact types, tags, and custom fields
- Build sales pipelines
- Connect website forms
- Configure appointment calendars
- Create email and text templates
- Develop automated workflows
- Establish user access
- Connect outside services
- Train your team
- Improve the system as your process evolves
You do not have to configure everything at once. We can begin with the features that solve your most immediate problems and expand the system as your business grows.
Put Your Follow-Up to Work
Bring your leads, conversations, appointments, sales activity, and customer follow-up into one organized system.
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