Customer Relationship Management

Stay on Top of Clients, Messages, and More

Keeping track of clients, bookings, and messages can be a lot but it doesn’t have to be. Our CRM is designed to make life easier for local and small businesses.

You can manage client details, send out appointment reminders, run email or text campaigns, and keep everything organised in one simple place.

No more juggling between apps or sticky notes, just a smooth, stress-free way to run your business.

How This Helps Your Business

Automated Follow-ups

Automate emails, SMS, and task reminders. We help automate the process of following up with clients. Users can set up trigger-based follow-ups through emails, SMS, or task reminders, ensuring that no one falls through the cracks.

Lead Management

You can efficiently manage and track your leads. Organise leads, assign tasks, and set reminders. Automate follow-ups to stay connected, ensuring no lead slips through the cracks and boosting your sales success.

Client Notes & History

Keep notes on client preferences, styles, and treatments, so every visit feels personal. No more guessing what you did last time, it’s all saved and easy to access when you need it.

Client Communication History

All interactions with clients (emails and SMS) are automatically logged within the CRM, giving you a complete communication history with each client. This allows team members to easily pick up where others left off without needing to ask clients to repeat themselves.

Two-Way Communication

Easily connect with leads through two-way communication. Chat with leads via email or SMS right inside your CRM. Stay in touch, respond promptly, and nurture stronger relationships with personalised conversations that keep your sales process moving forward.

Task Management & Reminders

The CRM allows users to assign tasks and set reminders for follow-ups, calls, messages and meetings . This helps team members stay organised and on track with client outreach and sales activities.

Explore Our Range of Features.

Our platform is designed to grow your business and simplify your daily operations, so you can focus on what matters most.

Free Website! Starter Kit

Reputation Management

Social Media Management

Bookings and Appointments

See All Our Features

Frequently Asked Questions

What is the CRM feature?

Our CRM (Customer Relationship Management) feature allows you to track and manage your leads, customers, and communications all in one place. You can store detailed information about each customer, track interactions, manage sales, and automate follow-ups to ensure no lead falls through the cracks.

How do I add new contacts into the CRM?

You can add new contacts manually by clicking the "Add Contact" button within the CRM section, or import contacts in bulk via CSV files. Additionally, you can automatically add contacts from web forms, landing pages, or even social media integrations, ensuring that your database is always up-to-date.

Can I segment my contacts on your platform?

Yes! Our platform allows you to segment your contacts into groups based on various criteria such as demographics, behaviour, tags, or custom fields. This makes it easy to target specific groups of leads or clients with tailored marketing campaigns or personalised follow-ups.

Can I set up automated follow-ups for my contacts?

Yes! We have automated features that allow you to set up automated follow-up sequences. You can create workflows to send emails, SMS, or task reminders based on specific triggers.

Can I track communication history with my contacts?

Yes! We have powerful automation features that allow you to set up automated follow-up sequences. You can create workflows to send emails, SMS, or task reminders based on specific triggers.

Can I tag specific customers?

Yes, you can assign labels to specific customers, this will categorise and help you identify them. This is specifically help for customers that are regulars, VIP Customers or even help label customers that always get the same product or service.

Can I integrate Your Easy Admin with my other tools (e.g., email platforms and social Media)?

Yes! Our Platform integrates with various tools, such as Facebook, Instagram, Google Analytics, and email platforms like Gmail and Outlook.

Can I set up reminders for specific contact actions?

Yes, you can set up reminders for actions related to specific contacts. For example, if a contact hasn't responded to a quote, you can set a reminder to follow up after a certain period. You can also set task reminders for team members to ensure timely follow-ups.