How Easy CRM 360 works
Three habits that keep a consulting firm's relationships warm.
Add the people who matter
Bring in your clients, prospects and referral sources. Mark the key relationships, the ones that send you work, so the system watches them for you.
Log every touchpoint
Calls, meetings and emails go on one timeline per person and per company, so anyone at the firm can see the whole history before they pick up the phone.
Get told before it goes cold
When a key relationship has had no real contact in the window you set, it moves to the top of your list with the person who knows them best.
Companies and contacts
Add the firms you work with and the people at them. Mark the relationships that matter most as key: your best clients, your referral sources, the people who send you work. Set an owner so everyone knows whose relationship it is.
The timeline
Log each call, meeting and email in a few seconds from the person or the company. Everything lands on one timeline, so the next person who calls them sees the whole history first. Notes are kept too, but only real touchpoints reset the clock.
Going cold
Choose your window, 60 days by default. Any key relationship without a call, meeting or email inside it appears on the Going cold list, oldest first, with its owner. It is the one screen worth opening every Monday morning.
Who knows whom
Each person at the firm marks how well they know a contact. Before a big pursuit, you can see in one place who has the strongest relationship and should make the call.
Pipeline and follow-ups
Five stages from lead to won, with values and expected decision dates, and follow-up tasks assigned to anyone on the team. Enough to see what is coming, without feeding a forecasting system.
Campaigns and events (Pro)
Send a newsletter or an invitation to a filtered list and see who opened it. Plan events with an invite list and attendance, then turn the room into follow-up tasks.