Getting Started

This section will guide you through the first steps of using our product.

Get to know EasyCRM better

Get to know how the lead details are displayed.

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Get to know your settings

This section will walk you through the various settings available in EazyCRM and how to configure them to best suit your workflow.

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Account

Manage your personal information and password.

Workspace

Manage your workspace settings and preferences.

Email Templates

Create and manage your email templates.

Custom Global Fields

Manage custom fields for your leads.

API

Manage your API keys and webhooks.

Billing

Manage your subscription and payment methods.

Import

Import data from other sources.

SMTP

Configure your email server settings.

Support

Get help and support from our team.

Lead Tags

Manage your lead tags.

Let's learn how to do things in EazyCRM

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