Others
The Extra Features That Make Your Service, Sales & Operations Truly Efficient
All the tools beyond basic CRM so your teams are organised, connected and performing.
Other Modules
Visualise. Analyse. Act. All in one place.
Want to know what’s working and where you need to improve? Eazy CRM’s Reports & Analytics module turns raw service, sales and operational data into meaningful insight. Custom reports and analytics help you monitor performance, forecast growth and keep your teams aligned to your business goals. Every chart, graph and widget helps you spot what matters, act fast, and keep your business on track.
- Interactive Visual Reports – Turn raw numbers into clear bar, pie, or line charts that make trends instantly visible.
- Real-Time Insights – Access live, auto-updated data on sales, leads, and service activity, no manual refresh needed.
- Customisable Dashboards – Personalise layouts and widgets to display the KPIs and metrics that matter most to your team.
- Drill-Down & Forecasting Tools – Move from high-level summaries to detailed insights, and plan ahead with predictive trends.
- Centralised Analytics Hub – Consolidate data across modules: sales, service, expenses, and performance, in one unified view.
- Export & Share Easily – Generate presentation-ready reports for reviews, meetings, or audits in just a few clicks.
Stay on top of what matters.
Tasks can multiply quickly from follow-ups and client calls to field-visits and service checklists. Eazy CRM’s Task Management module gives you a single hub to create, assign, track and complete tasks, with reminders and visibility built in. That means no more lost assignments, missed deadlines or overloaded teams.
- Centralised task tracking – all tasks in one place, no duplication.
- Automatic reminders & notifications – stay ahead of deadlines.
- Prioritisation & assignment – make sure the right person does the right job.
- Integration with calendar & visits – link tasks to meetings, calls or field work.
- Collaboration features – comments, updates and visibility for teams.
Plan, track and manage every client interaction.
Successful relationships are built on meaningful interactions. Whether it’s a demo call, a client visit or a field check-in, Eazy CRM’s Call/Visit Management module ensures every meeting is logged, tracked and followed up. Automate reminders, map field visits, and make every interaction count.
- Centralised scheduling – view all upcoming calls and visits in one dashboard.
- Automated reminders – keep both clients and your team updated.
- Task & visit assignment – allocate visits, track completion.
- Calendar & geo-tracking integration – sync with calendars, track field check-ins.
- Visit history & reporting – maintain records of all interactions for insights.
Clean, accurate data at the heart of operations.
Your CRM is only as good as the data inside it. With Eazy CRM’s Master Data Management module, you gain full control over core information, products, customers, services, contracts and more. Standardise entries, prevent duplication, and ensure every team is working with the same accurate records.
- Centralised master repository for all key records.
- Data standardisation & cleansing – keep your information consistent.
- Role-based permissions – control who can create or update data.
- Version history & audit trail – track changes and maintain accuracy.
- Seamless integration with modules – data flows into tickets, contracts, visits and reports.
