Manage Operations and Sales from Home or Office


Stress free CRM software
 

  • Lead Tracking

  • Project Management

  • Workflow Automation

  • Analytics

  • Ticketing System


 

Let your team know EXACTLY what they need to get done!

All too often productivity is lost due to employees not knowing what tasks they have to accomplish. This results in dampened profitability and increased stress among the work force. The 'My Day' function of Super Easy CRM allows employees the ability to view all the tasks they need to complete. No need to consult a whiteboard or sticky note! Plan your day accordingly to make the most of your precious time.

Here's what your day looks like.

If anyone can do it, it's you, Matt!


Projects
5

100% Completed

Leads
25

75% Sold

Tickets
4

25% Resolved

Tasks
10

50% Completed


Workflow Management and Task Monitoring

Never miss a deadline with our innovative workflow management tool. Tasks can be asssigned and assessed a priority. From there, you can monitor the workflow around the clock to ensure business operations are running smoothly.


Name Task Priority Status Date Assigned
Malcolm X Give Ballet or Bullet speech. Urgent Complete 4/3/1964
Martin Luther King Give I Have a Dream speeach. Urgent Complete 8/28/1963
W.E.B DuBois Get a PhD. Medium Complete 8/20/1895
Matt Irving Create Super Easy CRM! High Complete 11/1/2019
Matt Irving Play Minecraft. Low In Progress 06/18/2021


Project management made easy

Inspired by PMI's (Project Management Institute) body of knowledge and project management best practices, our project management software allows you to monitor your project through completion. Track tickets, increase or decrease your budget, assign tasks, plan events and much more all within the same software!


CRM Data Migration

 

Status:  In Progress
Start Date: 1/1/2021
End Date: 3/31/2021
Progress: 89%

Budget: 15% of 100 used so far

 

Milestones Tasks Tickets Events
15 22 13 9


 
Scope
Migrate our company data from our old CRM to a super easy, affordable one.
 
Charter
Our company needs to move away from sticky notes, spreadsheets and other inefficient means of housing and presenting data. Super Easy CRM will provide us with the flexibility we need to tackle an ever growing list of issues and industry demands.
 
Description
You don't need to invest a lot of money to get the functionality your company deserves. Plans start at $10.50 per user per month!


Manage your entire department from one screen

Keep the entire department informed and engaged by providing a centralized place for your team to access information vital to their job functions. Store your job aids, workflows, tasks and tickets all in one super easy to access place.

Sales Department


 

Tasks

View all tasks Sales is working on.

58
 

Workflows

View all workflows associated with Sales.

25
 

Tickets

View all tickets that have been assigned to Sales.

78
 

Job Aids

View all job aids created for Sales.

49
 


Reports and business insight on demand

No need to store or manipulate tons of data on your own. We'll securely house your data so you can generate reports whenever you want!

 


Realtime Task Status Updates

Set tasks statuses to let teammates and supervisors know when tasks are complete or you're in need of help. Graphs will update dynamically to reflect the latest changes to statuses in the workfow.

Import and Export Data

Your data is your data! It belongs to you and no one else. Easily import your data from other sources using our simple import tool. We provide the template for your data and all you have to do is format and import. If you're more comfortable with us handling the import, we can do so at no charge to you.


Store Policies, Create Job Aids and Much More!

Create and store job aids and company policies. Employees will be able to access the instructions they need to complete the job without consulting a bulky manual or constantly calling their supervisor. Our tool empowers employees to work indepently which in turn increases employee morale, decreases operational costs, and reduces errors.


 

Ready to enhance business productivity and reduce employee stress?

Get started with a free, no credit card required, 30 day trial by clicking here. We're always looking for ways to serve our clients better. If you have any suggestions, questions or concerns, please call or email.