The all-in-one CRM for field and route sales
Your CRM tells you when a deal goes cold. It won't tell you when a customer does.
A deal has a stage, so it can rot on a report. A loyal account has nothing to rot — no open deal, no argument, no warning. It just stops buying, and you find out when somebody mentions a competitor. EzyCrm watches the accounts, not just the pipeline, and puts the quiet ones in the same work queue as your overdue tasks.
See how it works
Workspace
Revenue overview
Ask EzyCrm or search…⌘K
Live
Q3 · FY26
Revenue pipeline
$0.00M
▲ 12.4% vs last quarter
Weighted forecast
$0.00M
▲ 6.1% vs plan
Gross profit
$0K
▲ 3.8% margin 34.1%
Win rate
0.0%
▼ 1.2 pts vs last quarter
Revenue & forecast
Closed
Forecast
AprMayJunJulAugSepOctNovDec
EzyCrm AI
3 signalsDeal stages
64 open- New18$412K
- Qualified14$486K
- Proposal10$521K
- Negotiation6$318K
- Won4$104K
Open opportunities
sorted by close date| Customer | Stage | Value | Prob. | GP |
|---|---|---|---|---|
| Acme IndustriesRFQ-20481 | Negotiation | $184,200 | 78% | 35.0% |
| Northgate FabricationRFQ-20463 | Proposal | $96,400 | 54% | 31.8% |
| Cascade EnergyRFQ-20455 | Qualified | $142,900 | 42% | 28.4% |
| Bellweather Mfg.RFQ-20450 | Proposal | $61,750 | 61% | 36.2% |
| Ridgeline SupplyRFQ-20444 | Negotiation | $228,000 | 70% | 33.5% |
Today
Thu 14- 09:00Discovery — Cascade EnergyVideo call · 45m
- 11:30Quote review — AcmeInternal · 30m
- 14:00Follow-up call — RidgelinePhone · 20m
- 16:15Pricing approval3 quotes awaiting
Tasks4 of 9
Recent customer activity
liveProduct interface shown with demonstration data.
The problem
Nobody loses a customer
on purpose.
They lose them the same way every time. A good account, no complaints, no open deal — so it appears on no report, and three months of not calling turns into somebody else's order. Meanwhile the trail of the deals you are working runs through the inbox, a pricing sheet, a PDF quote and somebody's notebook, so “where does this stand?” takes four tabs and a phone call.
- Sources per deal
- 7
- Systems of record
- 4
- Single connected timeline
- 0
Scattered
Ordered
- Email3 shared mailboxes 01
- Spreadsheetspricing_v7_FINAL.xlsx 02
- QuotesPDFs on a shared drive 03
- Accountinginvoices, no context 04
- CRMlast updated in March 05
- Notesa notebook and a napkin 06
- Follow-upscalendar reminders 07
One record, end to end
Each step writes to the same object. Nothing is re-keyed.
Live objectDiagram shown with demonstration data.
EzyCrm AI
Your CRM shouldn't just store information.
It should act on it.
Ask in plain language. EzyCrm reads the thread, drafts the reply and files it against the right account. It does not hold supplier cost feeds or margin rules, so it will not price a quote for you — the pricing stays where it already lives.
One instruction. Two views of the same event — the conversation on the left, the record on the right, moving together.
01
The conversation
what you askEzyCrm AI
Acme Industries
Ask EzyCrm anything…
⌘K
02
The record
what changesOpportunity record
Waiting
Customer
Acme IndustriesCUST-1042 · Manufacturing
Opportunity
#OPP-4471from RFQ-20481
Quote
#10482 · $2,834draft · 1 line item
Margin
0.0%
Gross profit
target 35% · vendor cost $1,842
Activity
- RFQ received from john.smith@acme-industries.com11:02
Next step
Approve pricingowner DR · due today
Assistant output and record shown with demonstration data.
The board
Move a deal. Everything downstream moves with it.
Drag a card between stages and the probability, the column subtotal and the weighted forecast all recalculate in the same beat. Keyboard works too — focus a card and use the arrow keys.
Pipeline value
$0.00M
▲ 12.4% vs last quarter
Weighted forecast
$0.00M
▲ 6.1% vs plan
Gross profit
$0K
▲ 3.8% 14 open deals
Use the left and right arrow keys to move this deal between stages, or press Enter to choose a stage from a list.
New
0 $0KQualified
0 $0KProposal
0 $0KNegotiation
0 $0KWon
0 $0KBoard shown with demonstration data. Probability is reset to the stage default when a deal is moved.
Customer 360
Everything your team knows about a customer. One place.
Contacts, opportunities, quotes, orders, invoices and every conversation — assembled into a single record that stays current without anyone maintaining it.
- SourcesEmail · Quotes · Calendar
- UpdatedContinuously, as work happens
- RetentionFull history, nothing archived away
Acme Industries
Healthy · 82 Customer since 2019- Industry
- Industrial manufacturing
- Annual revenue
- $48.2M
- Locations
- 4 · Ohio, Texas
- Account owner
- Dana Reyes
Activity timeline
Last 14 daysShowing 14 of 14 activities
Customer record shown with demonstration data.
Automation
Turn repetitive sales work into workflows.
The path from an inbound RFQ to a quote in the customer's inbox is the same every time. Draw it once and EzyCrm runs it — with your approval where it matters.
RFQ → Quote
Draft
7 steps
100%
-
When
New RFQ arrives
Inbox, web form or EDI · matched to a customer record
-
AI
Extract customer + products
Reads the body and attachments · maps part numbers to the catalogue
-
Check
Vendor pricing
Live cost from 3 vendors · prefers contracted price, else best landed cost
-
Calculate
Target gross profit
Target GP ≥ 35% · fall back to list price
-
Create
Draft quote
Company template · line items, lead times and terms filled in
-
Approval
Sales manager
Required under 30% GP or over $100K · auto-approve otherwise
-
Send
Customer
Reply on the original thread · logged to the timeline
Idle · last run 2 hours ago
- Runs this month0
- Avg. run time1.4s
- Hours saved0
Workflow editor shown with demonstration data.
Analytics
Numbers you can act on, not just admire.
Revenue, pipeline and rep performance from the same records your team works in. No exports, no reconciliation, no month-end scramble.
Rolling 12 months to Aug 2026
Revenue
$0.00M
▲ 8.2%
Pipeline
$0.00M
▲ 12.4%
Win rate
0.0%
▼ 1.2 pts
Avg. deal size
$0.0K
▲ 3.4%
Sales velocity
$0.0K/day
▲ 5.0%
Forecast
$0.00M
▲ 6.1%
Revenue trend
Closed revenue with a forecast tail
Hover the chart, or focus a point and use the arrow keys.
Pipeline by stage
Open value in each stage
Hover a bar, or focus one and use the arrow keys.
Rep performance
Revenue against quota
Hover a bar, or focus one and use the arrow keys.
Analytics shown with demonstration data.
Integrations
Honest about what connects today.
Calendars, email and spreadsheets work now, over open standards rather than a partnership announcement. Everything else on this ring is marked for what it is: not built yet. We would rather lose the sale than have you discover it in week two.
- Calendar in both directions — subscribe to EzyCrm, and read your existing calendar so nothing double-books
- Email sent through your own provider and your own domain, not ours
- Import and export whenever you like — your data leaves as easily as it arrives
Product names are the trademarks of their respective owners; no partnership, affiliation or endorsement is implied. Calendar and mail interoperate over the open iCalendar and SMTP standards rather than a vendor API.
Hover a tool
Four of these work today. Four do not, and are labelled so.
What that means in practice
Four things you can do on day one, without asking anyone for an API key.
Calendar subscription
A signed feed URL you paste into Outlook, Google or Apple Calendar. Rotate it and the old link dies immediately.
Busy-time import
Point EzyCrm at your existing calendar and the public booking page stops offering slots you are already in.
CSV in and out
Column mapping with a dry run, duplicate detection and a full rollback. Export everything at any time, in one click.
Runs without any of it
The whole CRM works offline, on one machine, with no account. Connecting anything is a choice, never a requirement.
Command centre
Ask your CRM
in plain language.
Not a chat box bolted onto a database. EzyCrm resolves what you asked into a real query across customers, opportunities, quotes and activity — then answers with the product: a table, a ranked list, a chart, or a change it is ready to make.
The answers below are written examples of the shape this is heading toward. What ships today is a search that finds any record by any field on it, and an assistant that answers questions about your pipeline — not a query engine that can action them. Read this section as a direction, not a feature list.
Try
Resolving…
1 / 5
Interface shown with demonstration data. Auto-advance pauses while you hover or focus the panel.
Trust
Quietly
serious about
your data.
A CRM holds the most commercially sensitive record a company has: who its customers are, what they pay, and why they nearly left. We treat that as the product, not as a feature list.
Access is scoped to the role that needs it. Every change is recorded with the address that made it. Data is encrypted in transit and at rest, and a copy of your whole workspace lives in your own browser, so an outage on our side stops synchronising rather than stopping you.
You can leave whenever you like, and take everything with you. Export is never blocked — not when a payment is late, not after you cancel, not on the day you decide we are not for you. Most CRMs treat the cost of leaving as part of the business model. We would rather you stayed because it works.
- dana.reyes@northwind.co Updated pricing Quote Q-10482 2026-08-12 09:41:22Z
- m.hall@northwind.co Exported report Pipeline — Q3 FY26 2026-08-12 08:17:05Z
- system Revoked session User a.okafor 2026-08-11 23:04:51Z 192.0.2.146
A real excerpt shape from the audit log, rather than a badge asserting that one exists.
Capabilities
- Tenant isolation in the database Row-level security keyed to your workspace, so one customer cannot read another even if the application is wrong.
- Role-based permissions Admin, manager, rep and read-only seats, assigned per person. Not yet enforced: today the role changes what a screen shows, not what a person may write. Anyone you invite can create, edit and delete records. Real write enforcement is next on the security roadmap — until it ships, only invite people you would trust with the whole workspace.
- Audit trail Every create, change and delete, with the email address that made it — and an undo that uses the same record. Settings are not records, so a permissions change does not produce an audit row yet.
- Data protection Regional storage, full export on demand, deletion you can actually verify.
- Recoverable Every workspace exports in full, in one click, to a file you keep. Restoring from it is a documented procedure, not a support ticket.
- Runs without us The whole CRM works offline on your machine. The cloud is a mirror you can disconnect, and your data stays where it is.
- Breached-password screening Passwords are stored as one-way hashes by our authentication provider and are never visible to us. We do not screen new passwords against known breach lists — use a password manager and a password you have not used elsewhere.
Not here yet: SAML single sign-on, SCIM provisioning and multi-factor authentication are on the roadmap, not in the product. We don’t print compliance badges either — certifications go on the trust page when we actually hold them, with the audit date, the scope and the report available under NDA.
Read the security notesPricing
One product. You pay for seats,
not for permission.
Every plan includes every feature — the same customers, opportunities, quotes, scheduling and forecasting. What changes is how many people can use it and how fast we answer you.
Starter
For a small team that finally wants one honest system of record.
$29
per user / month
Billed monthly
Start free- Every feature. Nothing is held back for a higher tier
- Up to 3 users
- Email support, answered within two business days
- Import your spreadsheet yourself, with a dry run and undo
Growth
For a sales team that wants the follow-up thinking done for them.
$59
per user / month
Billed monthly
Start free- Every feature, same as Starter
- Up to 10 users
- Support answered the same business day
- We do your first import with you, on a call
Business
For a revenue operation with real process and real margin pressure.
$99
per user / month
Billed monthly
Start free- Every feature, same as Starter
- Up to 50 users
- A named person who knows your setup
- Priority on the roadmap — what you need gets built sooner
Enterprise
For organisations bringing their own security, scale and integration rules.
Talk to us
Annual agreement, priced on scope
Volume and platform terms
Book a demo- Every feature, same as Starter
- Unlimited users, priced on scope
- Data residency and security requirements scoped to contract
- A written support agreement
Every plan has every feature. We do not hold a capability back to sell you a bigger number — what you pay for is seats and how fast we answer. There is no usage metering on records, contacts or storage, and export is never blocked on any plan — including after you stop paying.
What actually changes between tiers
Seats and support. That is the whole difference.
| Capability | Starter | Growth | Business | Enterprise |
|---|---|---|---|---|
| AI assistant | Included | Included | Included | Included |
| Automation | Included | Included | Included | Included |
| Permissions | Admin, manager, rep, read-only | Same | Same | Same, plus anything scoped to contract |
| Support | Email, two business days | Same business day | A named person | Written agreement |
Get started
Stop managing your sales operation.
Start running it.
One intelligent system for customers, opportunities, quotes, workflows, and revenue.
No account required · Works fully offline · Bring your existing CRM across in one import