Customer Database & Automated Workflow
Watch our video to see what our Customer Data Base - CRM is all about!
Easily automate, follow up, market, sell and stay connected to your customers using drag and drop simplicity.

It's Time To Make Your Business EASY!
Automate your workflow and free yourself for the important things.
If you are like the normal small business you just want to focus on what you do best, your product or service.
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We all have tasks, such as follow up, lead generation, cold calling and staying in regular contact with our current customers that we would prefer not to do or just don't have the time to do.
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We have solved these pain points by creating a system that lets you easily create drag & drop forms that collect information, automated workflows that will respond to customers inquiries with emails, put them into your database and set up a pipeline item for only the most important tasks.
It's time to make your business EASY!
1.
FORMS
Powerful forms let you ask your customers for any information including the standard info, file uploads, signatures and custom fields.
2.
AUTOMATED WORKFLOW
Workflows let you easily model your business processes and automate things such as putting customer information into the database, follow up to customer inquiries, newsletters, marketing, funnels and busy work to name a few.
3.
CUSTOMER DATABASE
The customer database contains your customers, potential customers and business contacts. Customers can be added to the database through workflow automation, upload or manual entry. You can also tag your customers, so you know how to specifically market to them.
4.
PIPELINE TASKS
A pipeline is a tool that allows you to see a visual display of where your customers are in your sales or follow up process.

Make More Money & Have More Time!
The number one challenge small business owners have is having enough time to do everything, so they can make more money and grow their business. We have created a customer database with automated workflow that will give you more time and more sales, so you can work on your business not in your business!
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What Our Clients Say
“I used Easy Biz Sales to have people at a Wedding Show enter my contest. It was so easy, I set up a form, a workflow and an email. That was it, I double my sales from the last show where I did everything manually.”
Alexis,
Stationary Design
“I use Easy Biz Sales to process my referrals. This is so fantastic because my clients get immediate communication and I get notified right away when I get a referral. I also can call the client and get their appt. set up way faster.”
Dr. Marc,
Physical Therapist
"Easy Biz Sales truly helps me manage my customer calls. In the past, I have spent hours trying to get a hold of people who leave me messages. Now I have scheduled times to talk to potential clients. And these calls usually turn into business."
John,
Landscaper
Pricing Plans
Easy Biz Starter
$39
Every Month
Powerful Database & Automation
Unlimited Database Contacts
Unlimited Forms
Unlimited Workflows
1000 Free Emails / Month*
1 Single User / Administrator
Unlimited Task/Value Pipelines
1 Local Phone Number - VOIP (Interactive phone)
SMS/MMS - Texting*
Easy Biz Professional
$59
Every Month
Everything you need to manage and grow revenue like a pro
Everything in Starter
+
5 Team Users
Role Based Access
Mirrored Domain & Email
Every Month
$59
Easy Biz Professional Plus
One Time Set Up Fee
$299
+
Most Popular
Everything in Professional
+
Done for you - We set up!
$299 Includes:
Excel import of your current clients
Setup email, phone, text & basic IVR
Model two processes - Includes
2 Forms, 2 Flows & 2 Pipelines
Video recording of your process setup
*Optional usage based costs after your plans allotment:
Phone Numbers start at .70/mo (US & CA)
Phone Calls start at 0.009/min (US & CA)
Emails are 0.001 per email sent/received
SMS starts at 0.0075/msg (US & CA) + 1.50/mo + $15 Setup Fee
Additional users $5 ea/mo
Unlimited Database Contacts
Unlimited Forms
Unlimited Workflows
1000 Free Emails / Month*
1 Single User / Administrator
Unlimited Task/Value Pipelines
1 Local Phone Number - VOIP (Interactive phone)
SMS/MMS - Texting*
Easy Biz Annual Pro
$590/Year
A Savings of $118
Everything you need to manage and grow revenue like a pro
Everything in Starter
+
5 Team Users
Role Based Access
Mirrored Domain & Email
+
$299
One Time Set Up Fee
Easy Biz Professional Plus
A Savings of $118
$590/Year
Most Popular
Everything in Professional
+
Done for you - We set up!
$299 Includes:
Excel import of your current clients
Setup email, phone, text & basic IVR
Model two processes - Includes
2 Forms, 2 Flows & 2 Pipelines
Video recording of your process setup
*Optional usage based costs after your plans allotment:
Phone Numbers start at 5.00/mo (US & CA)
Phone Calls start at 0.009/min (US & CA)
SMS starts at 0.0075/msg (US & CA)
Emails are 0.001 per email sent/received (If using our built-in email service and not your own)