Frequently asked questions

Find answers to commonly asked questions.

  • What is CRM
    Customer relationship management (CRM) refers to the principles, practices and guidelines that an organization follows when interacting with its customers. CRM is a term that refers to practices, strategies and technologies that companies use to manage and analyze customer interactions and data throughout the customer lifecycle, with the goal of improving business relationships with customers, assisting in customer retention and driving sales growth. 
  • What is cloud solutions
    Cloud CRM is also known as Software-as-a-Service (SaaS) CRM, online CRM and Web CRM. Cloud has a number of technical and pricing advantages, Cloud-based CRM provide real-time data to sales agents at the office and in the field as long as a computer, smartphone, laptop or tablet connects to the Internet, you are always using the latest version.
  • How to customize the CRM
    You can customize the CRM to meet your business needs. It’s is quick and easy to do and makes using the CRM simple too. There are many ways to customize your CRM system, from adding new fields through to controlling user access.

    Subscribers on the Enterprise plan can make further customizations by contacting our Customer Support team.
  • How do I install CRM software
    Getting support for your easySales CRM is simple. Just contact our Support Team by emailing Our email support is completely free and our helpful support team has a reputation for being fast and friendly.

    We also offer a Live Chat function which is manned by our Sales Team. Here we will be able to help you with of your initial questions in getting started with your CRM. 

    If you need to contact us urgently, do give us a call. However, the lines are often busy so an email may be the best solution for getting support.
  • Data security & Backup
    Our servers are hosted in AWS (Amazon Web Services) data center. AWS takes both physical and network security seriously, ensuring your data is safe. In addition, information that passes between your computer and our servers is encrypted using a technology called SSL which is the same technology that banks use to protect data.

    In addition, we use HTTPS protocol (EV SSL Certificates) for secure communication over a computer network which is prevalent on the Internet.

    Your data is redundantly backed up to multiple locations in real time. We also make a further backup of your data per day to ensure your invaluable sales data is never lost.
  • Will you share our information with third parties
    We will never sell your information to third parties. The only third parties who will receive any of your information are those who you elect to grant information, or who need information in order to implement your services, such as a payment processor. For more information, see our Privacy Policy.
  • How to sync company account to MailChimp
    Go to system setting page, update your mailchimp API key, and sync with MailChimp.

    Find or Generate Your API Key