From deal tracking to email integration, Edesy CRM has all the features your sales team needs to close more deals.
Drag-and-drop kanban board to move deals through your sales stages. Customize pipeline stages and track deal values.
Two-way Gmail sync with OAuth authentication. Send and receive emails directly from CRM with automatic tracking.
Organize companies with custom fields, industry tags, revenue tracking, and relationship mapping.
Store unlimited contacts with custom fields, tags, social profiles, and communication history.
Create tasks, set due dates, assign to team members, and track completion with reminders.
Keep detailed notes on contacts, deals, and companies. Attach files and documents to records.
Automated follow-up reminders based on deal stage, last contact date, and custom triggers.
Automate repetitive tasks with custom workflows, triggers, and actions. Save hours every week.
Track pipeline value, win rates, average deal size, sales velocity, and team performance.
Complete history of all interactions - emails, calls, meetings, notes, and tasks in chronological order.
Find contacts, companies, and deals instantly with powerful search and filtering capabilities.
Control who can view and edit data with customizable user roles and permissions.
The heart of Edesy CRM is the visual deal pipeline. See all your opportunities at a glance, drag deals between stages, and track progress in real-time. Customize stages to match your sales process and set expected deal values for accurate forecasting.
Connect your Gmail account with OAuth 2.0 for secure, two-way email sync. Send emails directly from CRM, track opens and clicks, and automatically log all communications. Every email becomes part of your customer history.