Products & Accelerators

Productized CRM capabilities with flexible deployment models.

Deploy into Salesforce, launch as a managed implementation, license an accelerator, or use the same patterns in a standalone custom platform.

EasyCRM Healthcare Suite

A healthcare and ABA operations suite for intake, scheduling, authorizations, service delivery, and billing workflows.

Intake
Scheduling
Billing workflows
Compliance tracking
Deployment model
Salesforce accelerator or custom implementation
Salesforce compatibility
Sales Cloud, Service Cloud, Experience Cloud, custom apps

EasyCRM Construction Suite

A field operations suite for coordinating jobs, crews, equipment, work tickets, time, and invoicing.

Jobs
Crews
Equipment
Work tickets
Time tracking
Deployment model
Plug-and-play accelerator, managed implementation, or product license
Salesforce compatibility
Salesforce Field Service, Service Cloud, custom portals

EasyCRM Utility Operations Suite

A utility program platform for customer workflows, device management, service requests, and operational reporting.

Programs
Devices
Service management
Customer workflows
Deployment model
Salesforce package, integration layer, or standalone application
Salesforce compatibility
Service Cloud, Experience Cloud, API integrations

EasyCRM Financial Services Accelerator

A configurable onboarding and servicing accelerator for financial services firms with compliance needs.

Onboarding
Compliance
Advisor servicing
Document workflows
Deployment model
Salesforce accelerator with configuration and advisory support
Salesforce compatibility
Financial Services Cloud, Sales Cloud, document platforms

Tell us about your CRM or automation challenge.

Whether you need a Salesforce accelerator, a new implementation, or a custom business application, EasyCRM can help shape the fastest practical path.