Process · Customers & market
Customer relationships the whole team knows.
Who last spoke to the customer? What was quoted, what was agreed? In easydoo, every customer has a dossier with contacts, conversations, quotes, orders and next steps — connected to projects, tickets and complaints, rather than in an isolated CRM.
The situation
Where things get stuck today
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Knowledge with individuals
Only the person responsible knows the customer’s history and what has been agreed — when they are absent, the context is missing.
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Separate worlds
The CRM knows nothing about projects, support and complaints. The full picture is never put together anywhere.
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Missed follow-ups
After the conversation, there is no reminder to follow up — opportunities slip away.
Process flow
From first contact to account care.
The entire customer relationship in one dossier.
- 1
Contact
New contacts and prospects are recorded — from email, web form or manually.
- 2
Conversation
Conversations, visits and phone calls are recorded in the journal; next steps are planned directly.
- 3
Quote
Quotes are created, sent and followed up — with status and follow-up reminders.
- 4
Order
The accepted quote becomes the order or project, linked to the customer.
- 5
Account care
Ongoing account care, support and complaints remain visible in the customer dossier.
How easydoo helps
What easydoo brings to the table.
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Customer dossier
Companies, contacts and relationships with your own fields — tailored to your business.
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Team view
Everyone authorised sees the same customer history — handovers and cover become easy.
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Email & journal
Emails and conversation notes are filed with the customer and can be found by the team.
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Quotes & orders
Quotes with status, follow-up and conversion into an order or project.
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Next steps
Follow-up reminders and tasks make sure no follow-up is forgotten.
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Pipeline & reports
Open quotes, sales opportunities and activities per customer or adviser at a glance.
Example
What it looks like day to day
After a conversation at a trade fair, the adviser records a prospect and plans a follow-up in two weeks. The quote is sent from easydoo, and the follow-up reminder prompts him to check in. When the customer accepts, a project is created from it. Six months later, the customer contacts support — and the support agent immediately sees the whole history.
Your benefits
What changes.
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One view of the customer
Sales, projects and support together.
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No missed opportunities
Next steps are always planned.
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Smooth handovers
The team knows the history.
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No isolated CRM
Customer work in the same system as everything else.
Getting started
Productive within a few weeks.
You do not start from scratch: the process is ready as a template and is tailored to your organisation together with you.
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Understand the process
In a conversation, we clarify how the process runs today, who is involved and where it gets stuck.
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Adapt the template
Fields, steps, responsibilities and deadlines are tailored to the way you work.
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Roll out and expand
The team starts with the process — further processes are added when you are ready.
Not just a standard demo.
Your processes are the starting point.
We get to know your workflows and challenges. Then we show you concretely what your processes can look like in easydoo. A short conversation is all it takes to get started — free of charge and without obligation.
- 01
First conversation
We want to understand how your processes run today, what challenges exist and which systems you use.
- 02
Preparation
Based on your processes, we prepare concrete examples that show how easydoo can support you.
- 03
Second conversation
We show you what your processes can look like in easydoo and discuss the possibilities together.