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.
9 topics
Contacts & Companies
Track the people and organizations you do business with.
7 topics
Leads & Sales Pipeline
Capture leads, qualify them, and move opportunities through your pipeline.
7 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.
5 topics
Reporting & Dashboards
Build reports and dashboards to see what is happening.
4 topics
Integrations
Connect email, calendar, telephony, and payment providers.
6 topics
Notifications & Alerts
Get notified about the things that matter to you.
3 topics
Audit, Compliance & Security
Review activity, handle GDPR requests, and track consent.
4 topics
System Configuration
Custom fields, system settings, search, bulk actions, and recovery.
6 topics
Social CRM Integration
10 topics