Sales Funnel Management Made Simple

Easio’s intuitive sales funnel and sales pipeline management software is as easy as clicking and dragging.

How It Works

So, how does the magic happen? Check out this short video for a crash course on just how painless it is to set up your sales funnel in Easio.

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Our Features

Intuitive features that make tracking leads a total breeze. Perfect
for small businesses or agile teams.

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Customisable
Kanban Boards

Manage contacts on a custom- simple kanban board. Minimal UI
means no distractions or
confusion. Simply drag and drop contacts from one column to the next as they move through the funnel.

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Notes

Attach notes that follow contacts. Keep team members in the loop and never miss a beat.

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Customisable
Contact Fields

Define contact fields in whichever way works best for you and your sales team. Only track the information that’s important for your workflow..

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Easy Quotes

Create and track quotes for contacts. Easily change them as contacts move through the pipeline.

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Smart Files

Attach project files and assets that move with your contacts.

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Invoices

Attach, track, and manage customer invoices across the entire customer journey.

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Minimalist Kanban Board

Painlessly add contacts, regardless
of where they’re at in the sales funnel

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Useful Contact Overviews

An Overview that
Doesn’t Overdo

  • Customise your contact fields to include whichever information your sales team needs
  • Attach notes to contacts and keep track of things like unofficial agreements or conversation notes to ensure stakeholders are all on the same page
Fast Quote Generation

Line by line - all
the time

  • Quickly generate and manage in-depth quotes
  • Choose as many lines and items as you need. Each line lets you add the title of the task, its price, and a description section to clarify any extra services rendered
  • Support for various currencies
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WordPress and Wix Integration

Seamless web client
integration

  • Integrate Easio into your WordPress or Wix site
  • Easily capture and manage leads and contacts