Enhance productivity
Wider access to data and functionality and a streamlined user experience help your
people get started right away and work more productively.
- Internet Facing Development
EASoft CRM gives you an easier, faster way to access your data over the Internet with
Internet-Facing Deployments
- Smart Search
The main functions are the following:
Smart Search makes it easier for you to find what you’re looking for. Search results will
automatically display if an exact match is found. Relevant options are also displayed
on partial matches when you type so you can easily select the relevant item.
- Most Recently Used Entries List
Users can view their recently used entries for tracking from their workplace, making
it much easier to manage communications
- E-mail Smart Matching
In addition to a full fledged E-mailing system; E-mail smart matching evaluates your
incoming messages and automatically matches them with the appropriate CRM Entry
- Web Mail Merge
New and enhanced tools make it easier for users to manage and create mail merges.
- Presence Visibility
Users can now see who is online or offline, free or busy, and launch a Communication session
without leaving EASoft CRM
- Campaign Automation
Campaigns are streamlined in EASoft CRM so that users can create, launch, and complete
campaigns more quickly and with fewer clicks. When a user creates a campaign, they can
send campaign e-mail messages and close campaign activities automatically
- Resource center
EASoft CRM provides a flexible approach to information sharing with the new Resource Center,
a Web-based Library for creating and sharing CRM information and best practices between
Colleagues.
Report with ease
Improved reporting tools built for end users help people make better use of CRM data without
the assistance of the IT department.
- Reporting Wizard
Scheduled and recurring reports provide snapshots of the customer information as it evolves
- Integrated Reporting Access Model
Reports are entities and are managed and administered with the same security roles and rules
as other entities in the CRM system
- Advanced Find
By building on data from anywhere in the CRM system, users can quickly create multiple views
from information across multiple areas
- Activity Reporting
EASoft CRM now includes pre-built activity reporting that can be filtered for specific cases,
opportunities, CRM users, and activity types
- Scheduled Reporting
Scheduled and recurring reports provide snapshots of the customer information as it evolves
Align business and technology
A highly flexible platform means that you can more easily implement EASoft CRM in a way
that fits your business.
Advanced Entity relationship Modeling
More flexible entity relationships in EASoft CRM enable businesses to more accurately and
easily model their business. EASoft CRM supports many-to-many relationships out of the box.
In addition, the application provides support for self-referential relationship hierarchies,
for example, where a holding may have many companies related to it.
Effectively manage CRM
Monitoring and diagnostic tools give you greater visibility into how the CRM system is
functioning so you can identify and resolve issues before they become critical.
Manage data intelligently
Data management capabilities empower people to import data rapidly while helping to
preserve the integrity and accuracy of your CRM database.
- Data Import Wizard
An easy-to-use wizard puts users in control of their own data, and they can get
important leads and other data into the system quickly and seamlessly
- Duplicate Detection
Automatic duplicate detection alerts users when data is added to the CRM system,
including during manual entry and bulk import
- Reusable Data Import Maps
To improve data quality, the new Data Migration Wizard provides built-in data
maps for common scenarios, enforces required fields on data imports, and allows
you to save data maps for reuse later
- Data Import validation
Improve management efficiency
Centralized management tools help IT staff work more efficiently so they can concentrate
on strategic initiatives.
Deliver on availability, performance, and scalability requirements
EASoft CRM provides availability, performance, and scalability to meet the requirements
of any organization.
Quickly develop, innovate, and deploy:
Our developers are always ready for architectural enhancements to help you innovate on your
CRM platform quickly and efficiently so you can maintain
your unique competitive advantage.