EzyCrm
Every customer, route and follow‑up, in the CRM that rides along.
Never forgets a follow-up. Each morning EzyCrm tells every rep who to call and where to drive.
30 days free · No card · Prices in CAD · Made in Canada
- Follow-ups
- Routes
- Visits
- Quotes
- Meetings
- Cypher
Visits, calls, emails and quotes, all over the place?
Cypher, EzyCrm's assistant, sorts it out.
Every email, call and visit, on the right customer.
Outlook, call notes and visits from the truck, filed for you.
Your pipeline, sorted by who needs you.
Cypher flags who's gone quiet and whose follow-up is overdue.
Then all of it fits in your pocket.
The phone app works with no signal and catches up later.
Cypher rides along.
Ask out loud from the truck. Cypher drafts the reply and logs the visit.
01A rep's day
From the first coffee to the last stop.
- Overdue, due today and no next step, counted for you
- Plan route puts today's visits in the shortest order
- Start my day on the phone app; location turns off at 7 pm
Five layers, one app.
- 01
Customer list
Every customer, contact and next step, on one list the whole team shares.
- 02
Routes and territories
Your towns on the map and today's stops in driving order. Upload your territory map and Cypher reads the codes off it.
- 03
Quote tracking
Quotes you email from QuickBooks Desktop are saved with their PDF. When the PO comes back, it asks “Mark it won?”
- 04
Phone line
Give Cypher its own phone number. Call it from the truck and ask about any customer.
- 05
Cypher
The assistant on top of it all. Ask in plain words; it looks it up, writes the reply, and waits for your yes.
One login, one price per seat.
03Pricing
Pay for the seats you use.
Canadian dollars, per person, per month. AI included, no credits. 30 days free, no card.
- View-onlyFor managers and bookkeepersSees everything, changes nothing. No Cypher, no phone app.$9per person / month
- OfficeFor office and counter staffThe website: customers, deals, quotes, calendar and office meetings. No Cypher, no phone app.$25per person / month
- App + basic CypherFor reps who mostly need the app and look-upsEverything Office has, plus the phone app and basic Cypher.$49per person / month
- EverythingFor reps on the roadEverything Office has, plus the phone app and full Cypher: hands-free in the truck, email replies, trip plans.$89per person / month
For example
Owner + 6 reps on Everything + 2 office staff = $673 a month, plus GST and PST.
Every seat includes
- Unlimited contacts and companies
- Follow-ups, tasks and calendar
- Pipeline, deal values and forecast
- Route planner
- Quotes and products
- Outlook and Microsoft 365 sync
- Virtual office and team chat
04Questions
Before you switch.
Something else? Email hello@ezycrm.ca or use the contact form.
All questionsWhat is EzyCrm?
EzyCrm is a simple CRM (customer relationship management software) built in Canada for small and medium sales teams. Every contact gets a next step with a date, and each morning EzyCrm lists who to call. It also has a sales pipeline with forecasts, a route planner for field visits, Outlook sync and Cypher, an AI assistant. Prices are in Canadian dollars and every team starts with a 30-day free trial.
Who is EzyCrm for?
Small and medium sales teams, from a few people to a few hundred, who sell by phone and in person: trades, distributors, field sales, services. If your follow-ups live in a spreadsheet or on sticky notes, it's built for you.
How is it different from a spreadsheet?
Every contact has a next step with a date. Each morning EzyCrm lists who is overdue, who is due today and who has no next step, so nobody gets forgotten.
Can I bring my contacts from another CRM?
Yes. Export your contacts from your old CRM or spreadsheet as CSV or Excel, drop the file into Import, and EzyCrm matches the columns, including custom fields. You see a preview first and can undo the whole import.
Does it work with Outlook and Microsoft 365?
Yes. Connect once and meetings sync both ways, new events can get a Teams link, and emails with your contacts are logged on their timeline. Only emails from your contacts are read, never the rest of your inbox. With the $89 seat, Cypher, the AI assistant, drafts your replies; nothing is sent until you press Send.
Stop losing deals to a forgotten follow-up.
Set up in a minute and bring your contacts over today.