AI TOOL PROFILE
Easyly: AI-Powered CRM and Workspace
Pricing
Pricing was not clearly available from the provided evidence. A 14-day free trial is mentioned. Buyers should confirm current pricing on the vendor website.
At a glance
- Best for
- Small Businesses, Mid-Market Companies, Growing sales teams
- Key use cases
- Sales Pipeline Management, Automated Customer Outreach, Client Billing and Contracting, Internal Team Coordination
- Integrations
- Zapier, Stripe, Gmail, Outlook, Google Calendar
- Official website
- Visit easyly official website
How AI is used
Easyly is a workspace platform that integrates CRM capabilities with AI-driven tools. It is designed for growing teams and organizations that need to manage leads and customer relationships in a single location.
The software supports various sales and marketing activities, from lead capture and kanban pipeline visualization to executing email and SMS campaigns. It also includes administrative tools like electronic document signing and online payment processing.
Beyond standard CRM functions, the platform features AI voice agents for inbound and outbound calling, as well as team collaboration tools like team chat and task management.
Buyers should consider how these integrated features align with their existing tech stack, as the platform is designed to combine multiple business functions into one workspace.
Key Features
AI Voice Agents
Handles outbound and inbound customer calls in real time and logs call outcomes directly into lead profiles.
Lead Management
Supports lead capture from websites and organizes pipelines using boards and kanban views.
Marketing Automation
Allows users to create and send targeted email and SMS marketing campaigns.
Online Payments
Supports accepting payments and creating invoices through integrations with Stripe and Authorize.net.
Electronic Signatures
Provides tools to create, send, and sign contracts digitally.
Team Collaboration
Includes a team chat and task management system for assigning and tracking work.
Use Cases
Sales Pipeline Management
Using kanban boards to visualize leads and move them through the sales funnel from capture to conversion.
Automated Customer Outreach
Deploying AI voice agents for calling and setting up automated email or SMS follow-ups.
Client Billing and Contracting
Sending digital contracts for signature and collecting payments online.
Internal Team Coordination
Using integrated chat and shared customer profiles to collaborate on lead updates and project tasks.
Integrations
- Zapier
- Stripe
- Gmail
- Outlook
- Google Calendar
- Microsoft Office
- Twilio
- Slack
- Sendgrid
- Authorize.net
- Google Maps
- Mapbox
- Thumbtack
- Network Moving
FAQ
What is Easyly?
- Easyly is an AI-powered CRM and workspace that helps businesses manage leads, automate marketing, and handle online payments.
Does Easyly offer a free trial?
- Yes, the evidence indicates a 14-day free trial is available.
Can Easyly automate phone calls?
- Yes, Easyly includes an AI Voice Agent designed to handle both inbound and outbound customer calls and log them into the CRM.
Which payment processors does Easyly integrate with?
- Easyly integrates with Stripe and Authorize.net to support online payment collection and transaction tracking.
Source category: Sales
Source subcategory: CRM
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