Overview of B2B CRM in Easy8

Introduction

B2B CRM in Easy8 is a powerful feature for managing business relationships, from leads to contracts. It connects sales activities with projects and delivery. This article explains the concept and benefits of the CRM system, and how it fits into the Easy8 ecosystem.

Target Audience

User + Administrator

Understanding B2B CRM in Easy8

Definition

The B2B CRM feature in Easy8 helps teams:

Track and manage sales opportunities
Control communication and processes
Connect CRM records with projects, tasks, and delivery

Key elements:

Works on both project level and global level
Includes entities like Leads, Accounts, Opportunities, Quotes, Contacts, Contracts, Campaigns, Products
Each entity is customizable and supports Easy Query

How It Works

The CRM system allows you to:

Use CRM features within a project (project-level CRM) for smaller or internal use
Use the global CRM (via the global menu) for centralized management of company-wide sales activities

CRM records have:

Multiple types (Lead, Account, Opportunity, etc.)
A detail page showing related data and widgets
Connected activities (calls, meetings, emails) stored in comments
Linked entities (contacts, campaigns, price books, etc.)

You can:

Track status and progress of sales opportunities
Manage follow-up activities from a single place
Automatically generate quotes and contracts from records

All CRM data supports:

Filters and grouping through Easy Query
Export to XLS
Mass editing of records
Use in dashboards and dashboards widgets

Examples

Use a Project CRM for handling training requests with custom entities and statuses
Use the Global CRM to manage and forecast all company opportunities
Link opportunities to delivery projects once a sale is closed

Conclusion

B2B CRM in Easy8 is more than a contact manager. It connects all parts of the customer journey, from first contact to delivery. It supports your team in organizing and improving sales operations efficiently.