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Easivio CRM

A simple, focused CRM built for small businesses and agencies that need to manage clients, track deals, and stay on top of follow-ups without the complexity of enterprise tools.

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Close more deals

A visual pipeline shows exactly where every deal stands so nothing slips through unnoticed.

Never miss a follow-up

Automatic reminders ensure every client hears back from you at the right time.

Replace your spreadsheet

All client data, notes, and activity in one place — no more juggling tabs and files.

How it works

01

Add your contacts

Import a CSV or add clients manually. Custom fields let you capture exactly what matters.

02

Set up your pipeline

Define deal stages that match your actual sales process. Drag and drop to move deals forward.

03

Track every interaction

Log calls, emails, and meetings. Set follow-up reminders against each contact.

04

Report and improve

See conversion rates, deal velocity, and revenue forecasts at a glance.

Features

Contact & lead management

Store all your client information in one place with custom fields, tags, and notes. Import from CSV or add leads manually.

Visual sales pipeline

Drag-and-drop deal stages that match your actual sales process. See your entire pipeline at a glance.

Activity tracking

Log calls, emails, and meetings against each contact. Set follow-up reminders so nothing falls through the cracks.

Team collaboration

Role-based access for your team. Assign leads, share notes, and keep everyone aligned on client communications.

Reporting

Track conversion rates, deal velocity, and revenue forecasts. Export reports for team meetings or investor updates.

Integrations

Connects with the tools your team already uses.

GmailOutlookGoogle CalendarStripeCSV Import/ExportZapier

Built to be customized

Every product can be tailored to your specific business requirements.

  • Custom pipeline stages to match your exact sales process
  • Custom fields for contacts, companies, and deals
  • Role-based access tailored to your team structure
  • Automated follow-up workflows and reminders
  • White-label option with your own branding

Technical details

Platform
Web-based
Mobile
Responsive — works on any device
Data export
CSV and PDF export
Security
Role-based access control
API
Available on Enterprise plan
Hosting
Cloud or on-premise

Frequently asked questions

Can I migrate my data from another CRM?+
Yes. You can import contacts, companies, and deals via CSV. We also provide migration guides for common CRMs.
Is there a free plan?+
Yes. The free plan includes up to 3 users and 250 contacts with basic pipeline functionality. No credit card required.
Can the CRM be customized for our specific workflow?+
Absolutely. Easivio CRM is built to be customized. We can tailor fields, stages, automations, and integrations to match exactly how your team works.
Does it integrate with email?+
The Pro plan includes email integration with Gmail and Outlook. You can log emails automatically and send from within the CRM.
How is this different from Salesforce or HubSpot?+
We are built for small teams and take minutes to set up — not weeks. No bloated features you will never use, no expensive consultants needed to configure it.

Who it's for

Agencies managing multiple client accountsSales teams tracking deals through a pipelineFreelancers organizing client relationshipsSmall businesses replacing spreadsheet-based tracking

Need this customized?

Every Easivio product can be tailored to match your specific workflows, branding, and integrations.

Talk to usCustom development
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