An effective tool
and you – the super agent!

Manage deals and leads in one place. Customize your sales funnel to fit your needs, add leads manually or automatically via lead forms, and convert them into deals. Analytics will reveal what works and what needs attention, ensuring every step of your sales funnel drives results.

Keep clients closer with «Contacts». Save data, interaction history, and notes, so even new managers can quickly understand what each client needs. Retaining existing clients is just as important as finding new ones. By the way, you can upload your existing contact database into our system and start using it immediately.

Team processes in sync.

With the «Projects» section, you’ll always know who is responsible for what and what’s been completed. Tasks are assigned, executed, and tracked — it’s that simple. Instead of asking, «What are you working on?» you can log into the system and see it all.

Reports and analytics in EasyBusy provide a comprehensive view of your business through convenient tables and charts for any period. Track sales by manager, analyze the sales funnel to identify weak spots, and monitor task and project completion levels to improve outcomes.

EasyBusy consolidates all essential services in one place. Integrate your website, Instagram, Telegram, TelegramBot, ViberBot, telephony, and calendars to manage your business efficiently and effortlessly. This keeps everything under control and enables you to quickly respond to customer needs.

EasyBusy offers a set of ready-made scripts for you or your managers to use when communicating with clients. These convenient templates for various situations help you respond to inquiries quickly and professionally. But the best part? You can create your own scripts tailored to your business’s specific needs. Now, all important response templates and scenarios are always within reach!

With the «Invoices» section in EasyBusy, you can automatically generate invoices directly within the system. Add counterparties and create invoices in just a few clicks. Managing finances has never been simpler!

The «Calendar» module in EasyBusy helps you organize your work schedule and coordinate team plans. Set reminders, plan events for a day, week, month, or year, and add participants. Everything is in one place for efficient team collaboration.

EasyBusy’s Inventory module is your assistant in logistics Ensure efficient management of inventory and warehouse operations. Keep track of product balances, movements between warehouses, conduct inventories, and generate reports. All in one place for complete control and organization of your warehouse operations.

Pipeline CRM module – Sales section. This is a part of the standard CRM functionality that provides visual viewing and management of deals in the form of a Kanban pipeline.It allows you to move leads and deals between stages (e.g., New → Qualified → Proposal → Won), track expected revenue and progress for each opportunity, and set up custom stages according to your business process.

Access Settings (via Control Panel → Users) is a standard tool for creating, editing, and managing user accounts, where an administrator can assign specific access groups and levels to various applications and data for each user. Users can be assigned different roles (e.g., Administrator, User, or Employee) to define what they can view, create, or edit in the system.

To-Do Module is a tool for organizing and managing personal or team tasks in a list or Kanban board format. You can create new to-dos (tasks), add titles, tags, assignees, and move them between stages (e.g., “Planned”, “In Progress”, “Done”) to visually track progress.

Creating deals in the sales pipeline occurs by adding a new deal card manually or automatically from a lead. Key data is specified during creation: client, expected revenue, responsible manager, and current pipeline stage, after which the deal can be easily moved between stages to track progress and closing probability.

Creating a new contact is quite easy: open the “Contacts” module and click the “New” button.Next, fill in the basic details (company name or person’s name, phone, email, address, contact type), after which the contact is saved and can be used in the sales pipeline, deals, and tasks.

The “Chats” section in the “Discussions” module allows for the integration of social networks and messengers into the CRM system, simplifying communication with clients. This ensures convenient communication, saves dialogue history in a single system, and enables faster responses to client inquiries. Currently, connections for the following platforms are available: Telegram (personal account), Telegram Bot, Instagram, WhatsApp, Facebook, Viber by number (E-chat), Viber Bot, WebChat.

Overview of the Analytics module in EasyBusy CRM. The video shows how to select a period, team, or manager in just a few clicks to obtain key sales indicators. You will see the total number of leads, active, won, and lost deals, revenue, and conversion percentage. Analytics helps to quickly evaluate sales effectiveness and make data-driven decisions.

How online booking via Calendar works in EasyBusy CRM.

The video demonstrates how to create an event in the CRM, make it available to clients, and display it on the website. After the calendar update, the client sees available dates and can independently book a convenient time. Less manual work — more confirmed meetings.

Overview of Web Forms in EasyBusy CRM. Web forms can completely replace a contact form on a website and automatically transfer leads into the CRM. The video shows how to configure the form directly in the system: fields, design, button text, and hints. The client fills out the form — data immediately appears in the CRM without manual entry.

How WebChat works in EasyBusy CRM. Communication via webchat in the CRM is no different from standard messengers. Messages from the website go straight into the system, where a manager can reply to the client in real-time. The entire communication history is saved in the CRM, so the dialogue can always be revisited for monitoring or clarification.

The Manufacturing module helps organize the product manufacturing process: from material planning to finished goods release. It automatically integrates with the warehouse and sales, allowing for precise tracking of costs, stock levels, and production timelines. Ideal for both mass production and individual orders.

The “Attendances” module allows companies to coordinate and monitor all work sessions of employees with clients, contractors, or on-site. It provides transparent accounting of all completed visits and helps optimize statistics on employee working hours.

Overview of the Link Tracker module in EasyBusy CRM.

This module allows you to create unique links for advertising, email campaigns, and social media to see the real effectiveness of each channel. The system records clicks and generates clear statistics for analysis, helping to compare channels and make marketing decisions based on data.

Online booking via calendar simplifies client appointments and reduces the team’s workload. Clients independently choose an available date and time, fill in their details, and confirm the booking without calls or messaging. After booking, a lead is automatically created in the CRM with all client and visit information. This ensures no leads are lost, helps control workload, and increases conversion rates.

This video shows what the CRM looks like for an employee with access only to the calendar. The user sees a standard login screen and a calendar with an event schedule. Viewing is available by day, week, month, or in list format. This access allows employees to work with their schedule without having access to other system data.

The “Employees” module in EasyBusy allows for centralized staff management and stores all key information in one place. Titles, departments, managers, contact details, and roles are recorded here. This helps build a clear organizational structure and simplifies interaction between teams.

Through the “Calls” module, you can view the call history for all clients and listen to call recordings.

The “Email Marketing” module in EasyBusy allows you to create and manage email campaigns directly within the CRM. You can segment the contact base, set up personalized messages, and launch mailings in just a few clicks. The entire history of campaigns and client interactions is saved in the system.

The “Members” module in EasyBusy allows you to create and manage subscriptions (memberships) for clients in the CRM. You can configure the number of visits, expiration dates, and terms of use. The system automatically tracks the remaining services and subscription status.