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›Channel Administration

Channel Administration

Connect and monitor the messaging channels your company uses.

Review the connection state of every connected channel

An Admin opens the channel administration screen to see, at a glance, every connected WhatsApp number, Instagram account, Facebook Page, Telegram or Viber integration, mailbox and Live Chat widget the company has, with its current state, so problems are found before a customer reports them.

Diagnose a non-functional channel connection

An Admin opens a connection showing a problem, reviews its recent error history, runs an on-demand test, and is guided to the specific fix for the error class rather than left to interpret a raw provider error.

Monitor the health of every channel connection

The platform continuously watches every connection — both by actively probing it on a fixed schedule and by counting real send/receive failures as they happen — so an Admin learns a channel has broken before customers notice, and learns again once it has recovered.