Simplifying the Management of Business & Contact Relationships (CRM) for small to large businesses
Get Organized! As a successful business owner or an aspiring successful entepreneur, its your job to handle different areas of your business. With EasyDirector, you can be more organized, and less stressed. Its like having a personal virtual assistant!
EasyDirector provides a simplistic view to managing your business and your busisness relationships with Contacts & Customers. Your Contacts could be customers, business partners, clients, suppliers, buyers, patients, accounts, employees etc.
EasyDirector software was created in close collaboration with successful business owners, business consultants, entepreneurs and top-selling marketers.
It is a browser-based solution designed for personal computers to help in organizing your business activities from initial communication with a contact through business opportunities to invoicing. It helps you to boost productivity, efficiency and ultimately revenue with a predictable and automated business process by enabling you to focus on revenue generating activities.
EasyDirector is a flexible web application designed for personal computers and website servers to simplify the management of business relationships. EasyDirector offers the following modules to guide you through a simplified process of managing contacts leading through opportunities to invoices and overall measurement of business performance:
Contact Management - Manage your contacts and their respective profiles, operations and statuses. Track your dealings with your contacts using handy notes and document attachments.
Opportunity Management - Manage the potential business opportunities that are associated with your contacts. Assign the leads to various users, associate products & services with the opportunities, and track them to close.
Catalog Management - Manage your products & services information from a single repository to track inventories, order products and publish your product information efficiently.
Order Management - Monitor order deliveries and supplies to ensure profitable and on-time delivery to your contacts, and efficient management of inventory costs of supplies.
Invoice Management - Automate the production of invoices for the all orders created and reduce invoice processing cost. All line items are captured and interpreted on a single or multi-page PDF invoices. Print a single invoice or collection of invoices for orders.
Schedule Management - Maintain your contact relationships by managing scheduled meetings, appointments, tasks, deliveries, and related business events. Track the critical activities to complete the opportunities.
Document Management - Track and store your electronic documents, images of paper documents, and video clips associated with your contact dealings in a common repository.
Analytics - Track and manage business performance with dashboards to make better business decisions. Create reports and charts on sales, opportunities, orders, schedule & contacts. Act on your predictive analytics to grow revenue and improve your business efficiency.