CRM that works for you
Your CRM should be more than a database. It should be the engine that drives your business forward. With Easi, everything is connected: contacts, projects, time tracking, and even advanced Salesforce customization.
Your teams get a clear, unified view of every client, so they can collaborate better, respond faster, and deliver the experience your customers expect. This means shorter sales cycles, smarter decisions, and stronger relationships.
Because for us, CRM is not just software. It’s a strategy for success.
Field Sales & Mobility Tools
Your sales team is always on the move. We make sure they have everything they need:
- Full access to CRM data on the go
- Order history and service records at their fingertips
- Route planning and smart scheduling to maximize time with clients
- Mobile-friendly interface for quick updates anytime, anywhere
Time Tracking & Project Management
Managing projects and tracking time shouldn’t slow you down. Our tools make it simple:
- Log hours directly in the CRM
- Link time entries to projects and clients
- Keep budgets and timelines under control
- Share progress with your team in real time
Salesforce Customization with Align
We don’t just implement Salesforce. We make it work for you. Align is our tailored approach to Salesforce, designed for businesses that need more than a standard CRM.
- Advanced project management features
- Vertical-specific customizations
- Seamless integration with your existing tools
- A methodology that ensures adoption and results
Customer Story: Eklo
Complex needs, a tailored solution
Eklo supports entrepreneurs and businesses with over 700 missions per year. Managing this volume of information, along with administrative tasks and invoicing, was a real challenge. They needed a solution that was modular, customizable, and scalable, while remaining efficient and easy to use.
The solution? Salesforce by Easi.
Salesforce became Eklo’s central platform for project management. From the first contact to invoicing, all key information is centralized. Thanks to the integration with Adfinity, Easi’s accounting software, invoices are generated automatically, eliminating double data entry and boosting productivity.
“Easi’s consultants take a pragmatic and efficient approach from the very beginning. They quickly understand our needs and configure the system accordingly. I would describe our collaboration with Easi as human, pragmatic, and efficient. That’s exactly what we were looking for.”
— Xavier Mouvet, General Manager at Eklo
Why choose Easi CRM solutions?
One platform, one vision
Everything you need in one place: from CRM to project management. Designed and automated to keep your teams aligned and efficient.
Built for your reality
We don’t believe in one-size-fits-all. Our solutions adapt to your processes, your industry, and your goals based on industry best-practices.
Expertise you can trust
With years of experience in CRM and Salesforce, we know what works. Our Align methodology ensures smooth implementation and real adoption.
People-first approach
Technology matters, but people matter more. We make sure your teams feel confident and empowered to use the tools every day.