AI TOOL PROFILE
Easyleads: Managed CRM Software
- Sales
- CRM
- Small business owners
- Mid-market companies
- Non-technical buyers
- Teams requiring managed CRM support
Pricing
Plans range from $297/month for Standard to $1,497/month for CRM + Marketing, with a one-time onboarding fee starting at $499.
At a glance
- Best for
- Small business owners, Mid-market companies, Non-technical buyers, Teams requiring managed CRM support
- Key use cases
- Centralizing Lead Management, Automating Lead Follow-ups, Managing Sales Pipelines, Digital Reputation Management
- Integrations
- Google Business Profile, Facebook, Instagram, LinkedIn, X
- Official website
- Visit easyleads official website
How AI is used
Easyleads is a managed CRM designed for small and mid-market businesses to centralize sales and marketing activities. The service includes a support team to help with initial setup, monitoring, and optimization of the system.
The platform supports lead capture from channels such as website forms, social media, and phone calls into a single database. It includes tools for email marketing, appointment booking, and pipeline tracking to help teams organize customer inquiries.
The service is designed for business owners who may not have the time or technical staff to build automation workflows or maintain a CRM independently.
Buyers should confirm the onboarding fee and determine which support tier—from the Standard plan to tailored marketing packages—best fits their operational needs.
Key Features
Opportunity Pipelines
Supports visualization of the customer journey to track the progress of sales opportunities.
Managed Setup and Support
A team provides technical configuration, including onboarding meetings and system monitoring.
Unified Lead Capture
Collects inquiries from email, web chat, Facebook Messenger, Google Business Profile, and phone calls.
Workflow Automations
Supports the creation of automated follow-up communications and response templates.
Appointment Booking System
Allows customers to book appointments on calendars that integrate with Google, Apple, or Outlook.
AI Tools
Provides AI capabilities for content generation, conversation bots, and review responses.
Marketing Suite
Includes a website builder, funnel builder, email marketing templates, and a social planner.
Use Cases
Centralizing Lead Management
Consolidating inquiries from social media and website forms into one place to track customer responses.
Automating Lead Follow-ups
Using automated email and text sequences to maintain contact with leads.
Managing Sales Pipelines
Using custom pipelines to visualize the sales process and monitor conversion rates.
Digital Reputation Management
Setting up automated review requests via email and text to monitor customer feedback.
Integrations
- Google Business Profile
- X
- Google Calendar
- Apple Calendar
- Outlook Calendar
- Microsoft 365
- Google Workspace
- Zoom
- Google Meet
- Stripe
- PayPal
FAQ
What does 'Managed CRM' mean with Easyleads?
- It means the Easyleads team provides assistance with the initial setup of features and checks in regularly to help simplify lead management.
How much does Easyleads cost?
- Monthly plans start at $297 for the Standard tier, and there is a one-time onboarding fee starting at $499.
Who is Easyleads designed for?
- It is designed for small business owners and mid-market companies who want a sales and marketing system without managing the technical setup themselves.
Source category: Sales
Source subcategory: CRM
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