How to use EasyCRM
Step-by-step instructions for every part of the app — from creating your first contact to running campaigns and reviewing audit logs.
Authentication & Access Control
Sign in, manage your account, and let admins control who has access.
13 topics
Contacts & Companies
Track the people and organizations you do business with.
11 topics
Leads & Sales Pipeline
Capture leads, qualify them, and move opportunities through your pipeline.
12 topics
Deals, Quotes & Invoicing
Build quotes, get discount approvals, and turn deals into invoices.
7 topics
Customer Support & Ticketing
Log, work, and resolve customer support tickets.
5 topics
Marketing Automation
Run campaigns, drip sequences, landing pages, and lead scoring.
6 topics
Activity Tracking & Tasks
Log calls, emails, meetings, and tasks against any record.
6 topics
Reporting & Dashboards
Build reports and dashboards to see what is happening.
15 topics
Integrations
Connect email, calendar, telephony, and payment providers.
6 topics
Notifications & Alerts
Get notified about the things that matter to you.
10 topics
Audit, Compliance & Security
Review activity, handle GDPR requests, and track consent.
5 topics
System Configuration
Custom fields, system settings, search, bulk actions, and recovery.
11 topics
Social CRM Integration
10 topics
Operational Taxonomy & Rules
Set up conversation statuses, tags, refusal reasons and conversation rules.
10 topics
Channel Administration
Connect and monitor the messaging channels your company uses.
3 topics
WhatsApp Integration
Talk to customers on WhatsApp from the shared Inbox.
14 topics
Instagram Direct Integration
Answer Instagram Direct messages from the shared Inbox.
14 topics
Facebook Messenger Integration
Answer Facebook Messenger conversations from the shared Inbox.
14 topics
Telegram Integration
Answer Telegram messages from the shared Inbox.
13 topics
Viber Integration
Answer Viber messages from the shared Inbox.
12 topics
Email Channel
Work company mailboxes as conversations in the shared Inbox.
21 topics
Live Chat
Chat with visitors on your company websites.
23 topics
Inbox
Work all customer conversations in one shared Inbox.
13 topics
Routing & Assignment
Distribute, assign and transfer conversations.
13 topics
Conversation Handling
Reply to customers, add notes, tags and statuses.
19 topics
Follow-ups
Schedule follow-ups so no customer is forgotten.
4 topics
Reply Templates
Save and reuse answers with shortcuts.
6 topics
AI Assistant
Let the AI Assistant answer customers or draft replies.
37 topics
Voice Channel (IP Telephony)
18 topics