Features
The complete catalogue of what EasyCRM does, grouped by area. Each feature says what it is, what it does, and what it gives you.
If you want the short version, the feature checklist lists everything on one page.
The six things it changes
Before the detail, the argument. These are the reasons companies adopt it.
1 · Cost
People who only read, or only update a few fields, use EasyCRM instead of a Salesforce seat.
What you gain: the number of full Salesforce licences you buy is driven by who really works in Salesforce, not by who needs to see the data.
2 · Simplicity
A short list of tabs, the fields you choose, and nothing else. No Salesforce vocabulary on screen.
What you gain: training measured in minutes, and fewer mistakes from people navigating a product built for specialists.
3 · Live data
Every list, report and dashboard reads the real data at the moment it is opened.
What you gain: no exported spreadsheets going stale, and no arguments about whose copy is right.
4 · Control
A full access model — per-person permissions, record sharing, a management hierarchy, and rules that narrow access where needed.
What you gain: you can open data to more people and still be specific about who sees what.
5 · It looks like your company
Your name, logo, colours and a sign-in page you design yourself.
What you gain: something you can put in front of customers and partners, not an obviously third-party tool.
6 · No code to change it
Fields, layouts, tabs, apps, buttons, reports, dashboards and the sign-in page are all configured on screen.
What you gain: an administrator makes changes the same afternoon, without a developer or a release.
The catalogue
| Area | Covers |
|---|---|
| Access and users | Sign-in, roles, multi-company, delegated administration |
| Records | Lists, views, filters, record pages, editing, ownership |
| Activities and files | Calls, tasks, events, timelines, documents |
| Reporting | The report builder in full |
| Dashboards | Tiles, filters, audience control |
| Security | Permissions, sharing, scoping, diagnostics |
| Configuration and branding | Layouts, tabs, apps, buttons, white-labelling |
| Data and integration | Import, mappings, the API, publishing back |
| Operations and scale | Audit, health checks, performance, licensing |
| Checklist | Everything, on one page |