Pay for the seats you use.

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.

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.

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.

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.

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.

Yes. There is an EzyCrm phone app for Android and iPhone, in testing now, with the $49 and $89 seats, and EzyCrm also works in any phone or computer browser. Reps can call, log visits, see who they're parked at and open the day's route from the road.

Yes, hands-free, with the $89 Everything seat. Say "Hey Cypher" in the phone app and it reads the day, then each customer email waiting for a reply with a reply it wrote; say send it, change it or skip. It can ring the rep when a customer emails, by the rep's own rule (only emails sent just to them, also ones with others on them, every one including CC, or never), and on Android it can start when the phone connects to the truck's Bluetooth. Companies can also give Cypher its own phone number to call from the truck. Nothing is sent without the rep's yes.

Yes, with the $89 Everything seat. Tell it "I'm in territory 6 next week" and it lists your regulars, who's overdue for a visit and for how long, follow-ups due, and businesses in those towns that aren't customers yet. It asks before adding days to your route and offers to email customers that you're in the area.

Each person pays for their seat, per month in CAD: view-only is $9 (look, don't change). Office is $25: the website only, for admins and office staff. App + basic Cypher is $49: the phone app, and Cypher for typed questions about your customers. Everything is $89: the phone app and full Cypher, which also talks hands-free in the truck, reads customer emails and writes replies, and plans territory trips. The owner picks each person's seat. For example, an owner and 6 reps on Everything plus 2 office staff is $673 a month, plus GST and PST. New teams get a 30-day free trial with no card needed.

Yes. EzyCrm is made and run in Canada, and prices are in Canadian dollars. The app and your data are hosted with providers in the USA (Netlify and Neon); the Privacy Policy lists every provider and where it is.