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EAZY CRM
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AI CRM & Workflow Automation

What If Your CRM Could Do More of the Work?

Less manual entry, fewer repetitive tasks and more control over how your business operates. EAZY CRM brings AI assistance, workflow automation and flexible configuration into one platform.

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EAZY CRM workflow automations such as “Qualified Lead” and “Notify to Manager”, each with its conditions, actions and runs

AI Assistance

Tell Your CRM What Needs to Be Done.Not Just What You Want to See.

From creating to-dos to helping users work with CRM information, EAZY's AI direction is focused on turning everyday instructions into useful actions.

  • Ask Your CRM

    Interact with the AI assistant using everyday instructions.

  • Create Tasks Faster

    Turn supported instructions into to-dos without filling in every field manually.

  • Voice-Based Actions

    Use voice interaction for supported CRM actions as these capabilities become available.

  • AI-Assisted Project Planning

    The planned capability uses a project brief to help generate a structured project plan.

CRM Workflow Automation

Set the Process Once.Let the Workflow Take It Forward.

From assigning leads to triggering follow-ups and notifications, configure workflows around the way your teams actually work.

  • Automate Lead Assignment

    Route leads using configured rules, including territory-based or round-robin assignment.

  • Trigger the Next Action

    Create follow-up tasks and activities as leads move through defined stages.

  • Keep Everyone Informed

    Configure notifications and reminders around relevant CRM activities.

CRM Customisation & Easy Setup

Your Business Has Its Own Process.Your CRM Should Follow It.

Set up your CRM around your industry, products and team structure. Configure pipelines, fields, forms and workflows without depending on developers for every change.

  • Start With Your Business

    Choose your modules and set up relevant sales processes during onboarding.

  • Configure Your Pipelines

    Define different stages and qualification requirements for different products.

  • Build Forms Around Your Needs

    Use configurable fields and conditional questions to collect relevant information.

  • Adapt Your Workflows

    Set assignment rules and processes around the way your teams operate.

Frequently Asked Questions

  • What is AI CRM software?

    AI CRM software uses artificial intelligence to assist with customer relationship management activities. EAZY CRM combines AI assistance with sales, marketing, project and service capabilities.

  • What can EAZY CRM's AI assistant do?

    EAZY CRM's AI direction includes conversational assistance and action creation, such as turning instructions into to-dos. The exact actions available depend on the released version.

  • Can EAZY CRM automate lead assignment and follow-ups?

    Yes. EAZY CRM supports configurable assignment rules, follow-up tasks and stage-based workflows.

  • Can I customise EAZY CRM for my business?

    EAZY CRM supports configurable pipelines, fields, qualification forms and workflows, allowing businesses to adapt the system to their processes.

  • Can EAZY CRM help with initial setup?

    The self-service onboarding process allows businesses to select modules and configure their workspace.

Less Time Updating Your CRM. More Time Getting Things Done.

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