EasyCRM

Overview

  • Home
  • User guide
Sign in
User guide
Authentication & Access Control
  • User login
  • MFA enrollment
  • Password reset (self-service)
  • Admin creates user account
  • Admin changes user role
  • Deactivate or reactivate user
  • Change own password
  • Admin force-logout or MFA reset
  • Social login registration & sign-in
  • Invite a user to the company account
  • Adjust permissions for a role or a single user
  • Configure a conversation visibility scope
  • Restore owner access to a company
Contacts & Companies
  • Create company
  • Create contact
  • Detect and merge duplicate contacts
  • Detect and merge duplicate companies
  • Import contacts or companies via CSV
  • Export list view data
  • Delete company with cascade
  • Update the permitted fields on a customer profile
  • Fill in custom field values on a customer profile
  • Search customer profiles by name, phone, email and channel identifiers
  • Connect a conversation's customer to an existing profile
Leads & Sales Pipeline
  • Create & qualify lead
  • Assign leads (manual & self-assignment)
  • Convert lead to opportunity
  • Move opportunity through pipeline stages
  • Close opportunity — won
  • Close opportunity — lost
  • Reopen closed opportunity
  • Configure sales funnels
  • Work the pipeline of a chosen funnel
  • Move an opportunity to another funnel
  • Create or link an opportunity from a conversation
  • Sell to an individual customer
Deals, Quotes & Invoicing
  • Manage product catalog
  • Create quote on opportunity
  • Discount approval workflow
  • Approve or reject quote discount
  • Send and track quote
  • Convert quote to invoice
  • Record payment on invoice
Customer Support & Ticketing
  • Create support ticket
  • Assign and work ticket
  • Resolve and close ticket
  • Reopen ticket
  • Merge duplicate tickets
Marketing Automation
  • Create and manage campaign
  • Create and manage email templates
  • Execute drip sequence
  • Publish landing page and capture leads
  • Configure lead scoring rules
  • Landing page form submission (public)
Activity Tracking & Tasks
  • Log activity (call, email, meeting, note)
  • Manage tasks
  • View entity activity timeline
  • Quick-log from entity detail page
  • Link synced email to CRM records
  • Assign a task to a team member
Reporting & Dashboards
  • View role-based dashboard
  • Customize dashboard layout
  • Build custom report
  • Schedule and deliver report
  • Review conversation volume and its evolution over time
  • Review how conversations are distributed across channels
  • Review operator performance and response times
  • Review ai indicators
  • Review refusal analytics by reason, channel, operator, segment and period
  • Filter the dashboard by period, operator, channel, funnel and status
  • Record the details of every refusal for reporting
  • Keep failed messages out of valid-response kpi
  • Record ai participation for reporting
  • Analyze opportunity funnel conversion
  • Analyze the contact lifecycle funnel
Integrations
  • Connect email account (oauth 2.0)
  • Email sync and auto-link
  • Calendar sync
  • Click-to-call
  • Stripe payment webhooks
  • Configure outbound webhooks
Notifications & Alerts
  • Deliver in-app and email notification
  • Manage notification preferences
  • Admin configures global notification settings
  • Notify an operator that a conversation has been assigned to them
  • Notify an operator that a conversation has been transferred to them
  • Notify the responsible operator that a follow-up has fallen due
  • Notify an operator that a waiting conversation has been reactivated
  • Notify administrators of a channel connection problem
  • Redirect later notifications to the current responsible user after a transfer
  • Redirect a follow-up when the responsible operator no longer has access
Audit, Compliance & Security
  • View and search audit log
  • GDPR data export (right of access)
  • Anonymize contact (right to erasure)
  • Manage contact consent
  • Record cross-tenant actions in the company's audit trail
System Configuration
  • Manage custom fields
  • Configure system settings
  • Global search
  • Execute bulk operations
  • Restore soft-deleted record
  • Purge deleted records
  • Complete company onboarding at first sign-in
  • Configure company working hours
  • Provision a company account
  • Inspect a company to diagnose an incident
  • Check the platform's provider apps
Social CRM Integration
  • Connect social media account (oauth 2.0)
  • Enrich contact with social profile
  • Configure social listening rule
  • Ingest social mentions (system)
  • Capture social lead from mention or dm or lead ad
  • Convert social mention to support ticket
  • Engage from CRM (reply or dm or comment)
  • Schedule and publish social post
  • Attribute social engagement to campaign
  • Disconnect or revoke social account
Operational Taxonomy & Rules
  • Provision the default conversation statuses for a new account
  • Add a custom conversation status
  • Rename, reorder, enable or disable a conversation status
  • Manage the company's tag library
  • Manage the refused/lost reason list
  • Configure classification criteria for customers and conversations
  • Configure the reopen rule for resolved conversations
  • Configure the period after which a new interaction starts a new conversation
  • Configure follow-up rules
  • Configure out-of-hours conversation behavior
Channel Administration
  • Review the connection state of every connected channel
  • Diagnose a non-functional channel connection
  • Monitor the health of every channel connection
WhatsApp Integration
  • Connect a whatsapp number through the official mechanism
  • Identify, disconnect or reconnect a connected whatsapp number
  • Manage several whatsapp numbers for the same company
  • Detect a non-functional whatsapp integration
  • Receive an inbound whatsapp message into the inbox
  • Identify the whatsapp sender by phone number and create or associate the profile
  • Reply to a whatsapp conversation from the platform
  • Follow the technical delivery status of a whatsapp message
  • Initiate a whatsapp conversation with a customer
  • Send an approved whatsapp template when the channel rules require one
  • Distinguish internal reply templates from approved whatsapp templates
  • Withhold content types and oversized media the whatsapp API cannot transmit
  • Handle a failed whatsapp send and resend the message
  • Enable or disable the ai assistant for whatsapp conversations
Instagram Direct Integration
  • Connect an instagram account
  • Identify, disconnect or reconnect a connected instagram account
  • Manage several instagram accounts for the same company
  • Detect a non-functional instagram integration
  • Receive an inbound instagram direct message into the inbox
  • Identify the instagram sender and create or associate the profile
  • Reply to an instagram direct conversation from the platform
  • Open the story, reel or post that a customer message replies to
  • Initiate an instagram conversation within meta's permitted conditions
  • Block free-form sending once the meta 24-hour window has expired
  • Withhold message types the instagram API cannot transmit
  • Handle a failed instagram send and resend the message
  • Enable or disable the ai assistant for instagram conversations
  • Give the ai the story, reel or post a message replies to as context
Facebook Messenger Integration
  • Connect a facebook page for messenger
  • Identify, disconnect or reconnect a connected facebook page
  • Manage several facebook pages for the same company
  • Detect a non-functional messenger integration
  • Receive an inbound messenger message into the inbox
  • Identify the facebook user, record the originating page and create or associate the profile
  • Reply to a messenger conversation from the platform
  • Open the story, reel or post that a customer message replies to
  • Initiate a messenger conversation within meta's permitted conditions
  • Block free-form sending once the meta 24-hour window has expired
  • Withhold message types the messenger API cannot transmit
  • Handle a failed messenger send and resend the message
  • Enable or disable the ai assistant for messenger conversations
  • Give the ai the story, reel or post a message replies to as context
Telegram Integration
  • Connect a telegram integration
  • Identify, disconnect or reconnect a telegram integration
  • Manage several telegram integrations for the same company
  • Detect a non-functional telegram integration
  • Receive an inbound telegram message into the inbox
  • Identify the telegram sender by stable technical identifier and create or associate the profile
  • Reply to a telegram conversation from the platform
  • See the message a telegram reply refers to, together with its context
  • Initiate a telegram conversation where the official mechanism permits it
  • Block sending and inform the operator when telegram does not permit contact
  • Withhold content types the telegram integration cannot transmit
  • Handle a failed telegram send and resend the message
  • Enable or disable the ai assistant for telegram conversations
Viber Integration
  • Connect a viber integration
  • Identify, disconnect or reconnect a viber integration
  • Manage several viber integrations for the same company
  • Detect a non-functional viber integration
  • Receive an inbound viber message into the inbox
  • Identify the viber user and create or associate the profile
  • Reply to a viber conversation from the platform
  • Initiate a viber conversation where the official mechanism permits it
  • Block sending and inform the operator when viber does not permit contact
  • Withhold content types the viber integration cannot transmit
  • Handle a failed viber send and resend the message
  • Enable or disable the ai assistant for viber conversations
Email Channel
  • Connect a company email address
  • Authorize or re-authorize a connected mailbox
  • Manage several email addresses for the same company
  • Detect a non-functional email connection
  • Receive an inbound email into the mailbox
  • Group emails belonging to the same exchange into a single conversation
  • Identify the sender's address and create or associate the customer profile
  • Keep cc and bcc participants out of automatic profile association
  • Identify which company address an email arrived on
  • Reply or reply all to an email from the platform
  • Add cc and bcc recipients to an outgoing email
  • Attach documents and files to an outgoing email
  • Apply a configured signature to an outgoing email
  • Select the sending address when several are available
  • Initiate a new email from the platform
  • Configure the rules that decide which emails enter the operational inbox
  • Keep rule-excluded emails out of operational kpi
  • Handle a failed email send and resend the message
  • Re-synchronize a mailbox after an interruption without duplicating messages
  • Enable or disable the ai assistant for email conversations
  • Give the ai the email thread, subject and profile context
Live Chat
  • Create a live chat widget
  • Install the widget on a company website
  • Manage several widgets and websites for the same company
  • Configure the widget's appearance, greeting, language and position
  • Configure the widget's working hours in the company timezone
  • Configure widget behavior during working hours
  • Configure widget behavior outside working hours
  • Configure the visitor identification form and which fields are mandatory
  • Start a live chat conversation from a company website
  • Create a temporary identifier for an unidentified visitor
  • Promote an identified visitor to a full customer profile
  • Associate a website-authenticated visitor with their existing profile
  • Record the originating website and page URL of a live chat conversation
  • Reply to a live chat conversation in real time
  • Apply the configured behavior when no operator is available
  • Leave an offline message and contact details
  • Monitor the technical state of a live chat widget
  • Handle a failed live chat send and resend the message
  • Preserve a live chat conversation across a visitor disconnect and resume it
  • Configure how long a live chat session counts as the same conversation
  • Close an expired live chat session and apply the general reopen rules
  • Give the ai the originating page as conversation context
  • Enable or disable the ai assistant for live chat conversations
Inbox
  • Open the inbox and review the conversation list
  • Switch between inbox views
  • Read a conversation's summary information without opening it
  • Preview the full text of the last message on hover
  • Sort conversations by last activity, creation date or follow-up date
  • Filter conversations by channel, operator, status and tag, in combination
  • Distinguish read from unread conversations and keep the unread counter current
  • Move a conversation between views when its status or assignment changes
  • Reflect new messages and operational changes without a manual refresh
  • Synchronize operational changes between users with the same conversation open
  • Signal that another operator has the conversation open or is drafting a reply
  • Work the email mailbox through a dedicated view over the same inbox
  • Surface an alert for unassigned conversations
Routing & Assignment
  • Configure the conversation distribution mode
  • Configure the criteria used for rule-based allocation
  • Place a new conversation in the shared inbox
  • Pick up an unassigned conversation from the shared inbox
  • Distribute a new conversation automatically to an available operator
  • Apply the configured allocation rules to a new conversation
  • Assign a conversation to a specific operator
  • Transfer a conversation to another operator
  • Redistribute a conversation when the responsible operator becomes unavailable
  • Route a reopened conversation back to the previous operator when available
  • Take over or intervene in an operator's live conversation
  • Make the ai the responsible party for a new conversation in auto reply mode
  • Take over a conversation the ai is currently handling
Conversation Handling
  • Open a conversation and read its history in chronological order
  • Reply to a customer with text
  • Insert emoji into a reply
  • Send media and files the channel supports
  • Open or download an attachment a customer sent
  • Reply to a specific earlier message
  • Adapt the available reply functions to the conversation's channel
  • Insert a reply template into the composer
  • Add an internal note visible only to staff
  • Add or remove tags on a conversation
  • Change the conversation status
  • Set the refused/lost status and record the mandatory reason
  • Search within a conversation's own history
  • Distinguish customer, operator, ai, automation, internal-note and system messages
  • Identify the real author of a message behind the shared commercial identity
  • Mark a conversation's messages as read
  • Reopen a resolved conversation on a new customer message
  • Start a new conversation instead of reopening once the configured period has passed
  • Start a conversation with a customer on another channel available on their profile
Follow-ups
  • Schedule a follow-up for a date and time
  • Bring a due follow-up back to the responsible operator's attention
  • Complete a follow-up
  • Review the history of scheduled and completed follow-ups
Reply Templates
  • Create a shared company template
  • Edit, deactivate or delete a template
  • Organize templates into categories
  • Assign a shortcut to a template
  • Search for a template
  • Use a template in a conversation through its shortcut
AI Assistant
  • Enable or disable the ai assistant for the company
  • Select the ai operating mode
  • Configure the ai's operating instructions
  • Manage the ai's sources
  • Configure the ai's persona and tone of voice
  • Configure handover rules
  • Configure whether the ai may answer beyond its sources
  • Configure forbidden topics
  • Test the ai's configured behavior
  • Configure the fallback message
  • Configure customer disclosure of ai replies
  • Answer a customer automatically in auto reply mode
  • Assemble the context supplied to the ai
  • Reply in the customer's language
  • Generate a reply suggestion for the operator
  • Regenerate an alternative suggestion
  • Improve or rephrase a drafted reply
  • Edit an ai suggestion and send it
  • Accept an ai suggestion and send it unchanged
  • Dismiss an ai suggestion
  • Ask to be transferred to a human operator
  • Transfer for lack of groundedness
  • Transfer by configured rule or category
  • Hand over the complete ai conversation history
  • Stop automatic ai replies after takeover
  • Send the fallback message and transfer when the ai cannot reply
  • Disclose that a reply comes from an ai
  • Record the provenance of every message
  • Record that an operator-sent message was ai-drafted
  • Retain generated suggestions for staff only
  • Keep ai messages within channel restrictions
  • Set the provider commission and ai plan limits
  • View ai usage and spend
  • Set the auto reply and company ai budgets
  • Set copilot budgets and model tiers per role and operator
  • Reach an ai usage limit
  • Set up the ai assistant from a preset
Voice Channel (IP Telephony)
  • Connect a company phone system or twilio numbers
  • Link users to their extensions
  • Detect and fix a voice connection that stopped working
  • Receive an incoming call and see who is calling
  • Answer a call and handle the customer's conversation
  • Ring an available operator for an incoming twilio call
  • Handle a missed call and call the customer back
  • Listen to a voicemail
  • Call a customer from the CRM
  • Log a call dialed directly on the softphone
  • Review the calls list
  • Link a call to a contact
  • Record call notes and the outcome
  • Listen to a call recording
  • Block a number
  • Review call reports
  • Configure the company's voice settings
  • Export or erase a customer's call data
User guide›Audit, Compliance & Security

Audit, Compliance & Security

Review activity, handle GDPR requests, and track consent.

View and search audit log

An administrator views, searches, and filters the system-wide audit log to investigate changes, access events, and security incidents.

GDPR data export (right of access)

An administrator exports all personal data held about a Contact in response to a data subject access request (DSAR).

Anonymize contact (right to erasure)

An administrator anonymizes all personal data for a Contact in response to a GDPR Right to Erasure request. The Contact record is preserved with redacted values; related records (activities, tickets, opportunities) are preserved with anonymized references.

Manage contact consent

A user records, views, or withdraws marketing consent for a Contact. Consent status controls whether the Contact receives campaign and drip-sequence emails.

Record cross-tenant actions in the company's audit trail

Whenever a host-side user — the Platform Operator or the host administrator — acts on a company, the platform records the action in that company's own audit trail, so the company's Owner and Admins can see everything the vendor did.