EasyBusy CRM for Service and Service-Based Businesses

The Sales Pipeline module is a visual workspace where you can see all inquiries and deals from the first customer contact to payment.

Each deal moves through stages, for example:
new inquiry → discussing details → proposal sent → client paid.

You simply drag and drop deals between stages, like cards on a board.

At any moment, you can see:

• how many active clients you have;
• which stage each client is at;
• which deals are stuck and need attention;
• how much revenue is expected in the near future.

Pipeline stages can be fully customized to fit your business.

The Contacts module is a single place where all information about your clients is stored.

Name, phone number, communication history, notes, previous inquiries — everything is available in one profile.

This allows you to:

• quickly understand who the client is and what they need;
• avoid making clients repeat the same information again and again;
• build long-term, strong relationships instead of just “closing deals.”

You can also upload your existing contact database into the system and start working without losing any data.

The Calendar module can be used as a meeting scheduler or a booking system for your specialists’ services.

Create a booking form directly in the CRM and place the link on social media, your website, or Google Maps. Clients can choose a preferred specialist and a convenient time and book an appointment on their own. All you need to do is confirm the visit.

The Projects module helps you keep your team’s work under control without unnecessary questions or chaos.

All tasks are collected in one place: you can see who is responsible for what, what has already been completed, and what is currently in progress.

Tasks are easy to assign, track, and review.

Instead of constantly asking “What’s the status?”, you simply open the system and immediately see the real picture for each project.

The Chats module brings all client messages into one place, directly inside the CRM.

You communicate with clients via messengers and social networks, but no longer need to switch between multiple apps.

All conversations:

• are stored in one workspace;
• never get lost, even if a manager changes;
• allow you to respond faster and with better quality.

You always see the full communication history and can instantly continue the conversation without searching through different chats.

Supported communication channels:

• Telegram (personal account) and Telegram Bot for automatic messages;
• Instagram for communication via Direct;
• WhatsApp for quick consultations and processing of applications;
• Facebook for processing messages and comments;
• Viber (via E-chat and Viber Bot) for automation and centralization of messages;
• WebChat for communication from the site directly to CRM.