Align your teams to always focus on customers
Break down silos and connect sales, delivery, and support teams in one logically integrated system.
Customer-centricity
Ensure that your customer always remains the central focus for every team.
Integrated B2B CRM
Leverage integrated B2B CRM with robust support for indirect sales.
Customer relations in sync
Centralise your CRM and Helpdesk data for seamless alignment.
Trusted by the best
Integrated B2B CRM
The B2B CRM module in Easy Project is designed for mid-sized organisations that utilise Easy Project as central management software for work and projects, leveraging the extensively integrated experience of traditional siloed applications.
No more silos between sales and delivery teams
Similar to customer service management, the primary advantage of Customer Relationship Management in Easy Project is fostering a connected experience and customer data for teams that often operate in silos.
Designed for excellent sales teams
- Account managers can view and respond to open tickets or escalations related to their customers, shaping sales initiatives accordingly.
- One contact management for all teams: sales, project management, and customer service.
- All teams centralise customer information for accessibility across the organisation.
- Business segmentation supports teams in prioritising tickets, issues, and business processes.
Support your sales teams
- Support teams gain insights into crucial prospect requests, allowing them to positively influence acquisition efforts.
- Clear cost of service is identified, as all tickets have linked and filterable accounts.
- Closed contracts with product and service details are immediately accessible to delivery teams.
- Pre-sales can log time on opportunities to track costs and acknowledge contributors to closed deals.
- With Easy Project's new Knowledge Base, account plans, project reports, and other customer-related documents are interconnected and shared across teams.
Read more about Customer service
Discover hidden features: make the most of HelpDesk
Easy Project is packed with features that simplify complex workflows and help users work more efficiently. Some of them are well-known and you know about them from the start, but there are also some that are less visible - but can make your work much more manageable. That's why this article will reveal HelpDesk's unique features. Want to become a professional user of Easy Project? If so, read on.
5 Tips on how to become the best HelpDesk Technician
Customers call for support. They expect a quick, efficient resolution to their problem. How you respond and manage their issue has an impact on your success. Here are tips to help you become all you can be.
