Account Management

Thanks to the integrated project management platform B2B CRM provides a truly holistic view of your clients’ lifecycle. Besides traditional sales data, B2B CRM brings an overview of delivery, projects, customer care in one system, everything on one page.

Key features:

Account summarizes sales activities from all related entities such as leads, opportunities, and people
Account collects all traditional sales information about business history, proposals, and similar
Provides instant view on projects and their statuses
Provides views on issues or help-desk tickets on account allows to understand the state of customer service and alert salespeople.
Allows sales and customer care teams to truly collaborate and share information

All-in-one project platform

Combine project management, tasks, ITSM, and source code management in a single unified software.

AI-powered

Enhance productivity with secure, on-site AI that summarises, and transforms notes into actionable tasks.

Data protection

Choose on-premises deployment or utilise an ISO-certified cloud. Open-source code audits guarantee exceptional security for your intellectual property.

Reporting and data insights

Use Easy Project's real-time, flexible reporting tools to make informed decisions.

Product

Easy Project redefines your technology projects

Adaptive project and work management suite powered by integrated AI.
Combines hybrid project management, IT service management, and source code management.
Trusted by over 1,000 satisfied technology services and enterprise customers.
Delivers complex projects effortlessly and ensures seamless post-delivery service.