The concept of a single connected timeline is appealing, especially for teams currently juggling multiple systems. By keeping emails, quotes, and calendar events in one record, EzyCrm reduces the administrative burden of data entry. The AI assistant seems capable of drafting replies and filing them correctly, which could save time. However, it is important to note that the system does not handle supplier cost feeds or margin rules, so pricing decisions remain external. The live board updates probabilities and forecasts instantly, which is a strong feature for forecasting accuracy. The interface appears intuitive, but the full scope of included features requires a deeper look. It is worth exploring if your team struggles with scattered deal trails.
Questions about EzyCrm
What is EzyCrm?
EzyCrm is a customer relationship management (CRM) software platform designed for Canadian field and route sales teams. It tracks accounts beyond the active sales pipeline, surfacing customers who have gone quiet alongside overdue tasks to prevent lapsed accounts from being overlooked. The product includes deal stage tracking, revenue and forecast analytics, customer activity monitoring, task scheduling, and territory, route, and quote management with offline functionality.
Who is EzyCrm for?
The platform is specifically built for small and medium sales teams in Canada who sell by phone and in person, such as trades, distributors, field sales, and services. It targets reps who spend their day on the road rather than at a desk, helping them manage follow-ups that often live in spreadsheets or sticky notes. Every contact receives a next step with a date, and each morning the system lists who to call and where to drive.
How can I get started or book a demo?
New teams can start with a 30-day free trial that requires no credit card. Users can also request a demo by filling out the contact form on the website, where they can ask for a walkthrough of the follow-up list, routes, and Cypher, the AI assistant. Once the trial begins, users can pay for the seats they use in Canadian dollars per person per month.
What are the stated prices and plans?
The pricing structure is based on seats, with costs in Canadian dollars per person per month. The View-only seat costs $9, the Office seat is $25, the App + basic Cypher seat is $49, and the Everything seat is $89. The Everything seat includes AI features like hands-free Cypher in the truck and reading customer emails, while the App + basic Cypher seat includes the phone app with My day and routes.
What technology, integrations, or apps are named?
The platform integrates with Outlook and Microsoft 365, allowing meetings to sync both ways and new events to get Teams links. It also offers a phone app for Android and iPhone that is currently in testing, enabling reps to call, log visits, and see their parked location from the road. Cypher, the AI assistant, can be used hands-free in the truck with the $89 Everything seat.
What makes EzyCrm different from competitors according to its own words?
According to the website, EzyCrm differs from a spreadsheet by ensuring every contact has a next step with a date. It also claims to be different from other CRMs by being built specifically for reps who live in the truck, rather than someone at a desk. The company states it is made in Canada for small and medium sales teams.
How long has the business existed and where is it located?
The company was founded in 2026 and is operated by Evan Korial in Canada. It is described as a small Canadian company where the people who build it read every message. The app and its data are hosted with providers in the USA, though the business itself is based in Canada.
What terms or compliance details are stated?
The company states that it is made in Canada and follows Canadian law for its terms. The Privacy Policy lists each provider and what it does regarding data hosting in the USA. The company also mentions that only emails from contacts are read, never the rest of the inbox.
What specific details about the app's operation are stated?
The website mentions that the phone app works with no signal and catches up later. It also notes that the location turns off at 7 pm when starting the day on the phone app. These features are part of the overall functionality designed for field sales teams.
What is the official website of EzyCrm?
The official website of EzyCrm is ezycrm.ca.
How is EzyCrm rated on Trustburn?
On Trustburn, EzyCrm has a rating of 3.8 out of 5 based on 5 reviews.
AI-generated from reviews on this page. Verify anything important with the company directly.
EzyCrm effectively centralizes customer data and automates routine updates across the sales pipeline.
The pricing details are not explicitly listed on the homepage. You need to book a demo or start a free trial to see the actual costs. It is not clear if the AI features are included in the base price or charged separately. Make sure to clarify the scope before committing.
The core value proposition of EzyCrm is clear: it watches accounts rather than just the pipeline. This is crucial because loyal accounts can stop buying without a deal stage to signal trouble. The platform places quiet customers in the same work queue as overdue tasks, ensuring they do not fall through the cracks. The single connected timeline consolidates email, quotes, calendar events, and notes into one object, eliminating scattered records across spreadsheets or shared drives. The AI features appear to draft replies and file them against the correct account based on plain language instructions. While it does not price quotes itself, keeping pricing where it already lives seems like a pragmatic design choice. The board allows moving deals between stages with immediate recalculation of probabilities and forecasts, providing real-time accuracy.
EzyCrm seems designed for field and route sales forces, which is a specific niche. The dashboard shows live revenue overviews and weighted forecasts that update as deals move through stages. The interface appears clean, with a clear distinction between the conversation thread and the underlying record. It tracks customer activity and opportunities in one place. The pricing structure is not immediately visible on the main page, requiring a demo or further exploration. For now, it looks like a solid platform for managing pipelines without losing context.
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EzyCrm is a customer relationship management (CRM) software platform aimed at field and route sales teams. It tracks accounts beyond the active sales pipeline, surfacing customers who have gone quiet alongside overdue tasks so that lapsed accounts are less likely to be overlooked. The product includes deal stage tracking, revenue and forecast analytics, customer activity monitoring, task scheduling, and territory, route, and quote management, with offline functionality. It also offers AI-driven signals and a centralized workspace for managing opportunities, meetings, and follow-ups.
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