Leads & pipeline
Every enquiry lands in one list, from your website forms too. Move it from New to Customer and see what each stage is worth.
no more sticky notes on monitors (ok, one)
psst, it's actually eezy
Know every customer by name.
The all-in-one CRM for small and growing businesses. Leads, deals, invoices, projects and support in one calm place, so your team spends less time feeding software and more time with customers.
- Made for small businesses
- Self-hosted
- Your data stays on your server
Call Aisha back at 4. She loved the proposal :)
Payment receivedBluewater Logistics · $15,360.00
New lead · Felix BrandtBrandt Maschinenbau · $52,000
3 people on this projectFleet Tracking Portal · 62% done
Made for everyone who talks to your customers
- Priya, salessees every lead and what it's worth
- Tom, accountssends invoices, chases nobody
- Lena, supportanswers tickets with saved replies
- Sam, projectsknows what's late before anyone asks
- Grace, your clientpays and checks progress herself
What's inside
Everything your team touches in a day. Nothing it doesn't.
Quotes, invoices & payments
Proposal, estimate, invoice: one click each. Clients pay online and overdue invoices send their own reminders.
Projects, tasks & time
Milestones, Gantt, files, discussions and timesheets for every project. Turn logged hours into an invoice.
Support desk
Tickets from email or a web form, saved replies, help-article links and private notes the customer never sees.
your support team will hug you
A portal for your clients
Clients see their invoices, projects and tickets, accept estimates and sign contracts without emailing you.
Reports & goals
Sales, expenses, leads and time reports. Set goals for the team and watch them fill up on the dashboard.
Speaks your language
Use it in many languages, including right-to-left ones like Arabic and Persian. Each teammate picks their own.
مرحبا 👋
Your server, your data
Self-hosted on your own server, so your customer data stays there, not in someone else's cloud. Roles and permissions decide who sees what.
A day in EezyCRM
9:00 am
Coffee, and a clear head
The dashboard greets you by name and lists what needs you: overdue invoices, today's events, the ticket with your name on it. You know where to start before the coffee cools.
11:30 am
A lead walks in
Felix fills in the form on your website and lands in your pipeline with his company, budget and status. Everyone can see who's following up.
2:00 pm
The project check-in
Progress, days left, logged hours and expenses sit on one page. The client call takes ten minutes, and nobody has to "get back to you".
4:15 pm
Someone needs help
Grace can't log in to the driver app. Reply with a saved answer, link a help article, leave a private note for the team. Done.
5:45 pm
Paid, before you log off
Bluewater opens their client portal, sees the invoice and pays. Tomorrow's dashboard already knows.
For your clients
Give your clients a front door, not an inbox.
Every customer gets their own portal. They pay invoices, accept estimates, sign contracts, follow their projects and open tickets, all without a "just checking in" email.
- Pay invoices online with your payment gateway
- Accept estimates and proposals
- Sign contracts
- Open and follow support tickets
- See project progress and shared files
Hi there,
We made EezyCRM for small teams who are tired of fighting their software: leads in one spreadsheet, invoices in another app, and an inbox full of "any update?".
So we put it all in one calm place. It feels familiar from the first minute, it speaks your language (right to left too), and it runs on your own server, so your customer data stays yours.
If anything feels harder than it should, tell us. We'd genuinely like to know.
Cheers, the EezyCRM team
Ready when you are.
Click around the live demo, or take the tour again. The coffee's on us. Well, metaphorically.