CRM software
EasyCollab is a CRM software that keeps every lead, contact and sales opportunity in one place. Track leads from first contact through qualification and conversion, move deals through your sales pipeline, log every call, meeting and email, and turn won deals into active projects with one click. Built for small and mid-sized businesses, agencies and sales teams with clear organizational structure.
Who Is EasyCollab CRM Software For?
EasyCollab CRM is built for teams that work with clients every day — from first contact, through qualification and negotiation, to closed deals and delivery. Here are three types of teams that get the most value from it:
Sales Teams and B2B Companies
Track leads by source, qualify them through a clear status flow, and convert them into deals with value and win probability. Log every call, meeting and email tied to the contact — no more scattered spreadsheets.
Agencies and Consulting Firms
Move every client inquiry through a standardized sales process — from incoming request, through proposal and negotiation, to won deals that automatically become active projects inside EasyCollab.
Service and Technical Companies with Long Sales Cycles
Track opportunities across multiple contacts per client, route them to the right sector, and keep the full communication history — who called, who met, which proposal was sent, and when the client responded.
All CRM Software Features in One Platform
EasyCollab as a CRM tool brings together everything your sales team needs — from lead and contact database, to activity tracking, deal stages and one-click project conversion. No more switching between spreadsheets, calendars, email and a notebook.
- Leads with Status Tracking — follow every lead through: New → In Progress → Qualified → Converted
- Deals with Value and Probability — each deal has monetary value, win probability, and expected close date
- Activity Logging on Contacts — record calls, meetings, emails and notes with timestamp and user who performed the action
- Contacts with Preferred Channel — email, phone, Viber or WhatsApp for each contact person
- Convert Won Deals to Projects — a won deal becomes an active project in one click, with all client data preserved
- Sector-Based Visibility & Audit Trail — each user sees only their leads/deals, and every change is logged
One CRM System Instead of Spreadsheets, Notebooks and Gmail Chaos .
Replace Your Excel Client Database with Real CRM Software
Excel is great for numbers, terrible for leads. EasyCollab keeps every contact, every activity and every conversation organized — with an audit trail of who added or changed what and when.
Clear Lead Routing by Sector and Sales Rep
Every lead has an assignee and a sector. Sales reps see only their own leads, sector leads see everything in their sector, and management has full visibility through the permission system.
From Lead to Delivered Project — With No Gaps in the Flow
A lead becomes a deal, the deal moves through sales stages, the won deal automatically becomes a project with the same client, contact and sector data. No re-typing, no lost information.
A CRM Solution That Fits Your Sales Process
Become our partner
If you sell software solutions, provide consulting, or work on process digitalization — EasyCollab is a perfect addition to your portfolio.