EASI’R Documentation

Platform Concepts

EASI’R is a modern CRM system designed for the automotive industry.

Companies, Users, Teams & Groups

  • Company: An organization using EASI'R. All data within EASI'R belongs to a Company.
  • User: A user of the system. Belongs to a Company. Can have different rights.
  • Team: A collection of Users. A User can be assigned to multiple teams.
  • Group: A collection of Teams.

User Rights

  • User: Users can adjust their own profile settings and work with their cases and contacts.
  • Team Admin: In addition to profile settings, team-admins have access to account settings. They also have more options regarding reporting on the members of their team.
  • Group Admin: Group admins have access to the teams that are added to the Group.
  • Admin: Only admins have full access rights to all features and data available on EASI’R.

CRM Concepts

The core parts of EASI’R CRM functionality are the Contacts, Accounts, Leads, Cases and Activities.


A contact person, e.g. a customer you are in contact with.

Contacts can be either a private customer or B2B contact person. Every Case relates to a Contact, so you always know who your contact person is.


An organization. An Account contains a collection of Contacts.

For example, a Contact could be Bill Gates, and the Account would then be Microsoft.


A Lead acts as a container for a Contact and/or an Account, as well as a description of the Contact's intent, like buying a specific product. They're created from external systems, e.g. a contact form and can be assigned to a Team and then be accepted by a Team member.

Upon acceptation, a Contact and/or Account is created, and a Case is opened on the Contact. The Case will contain a reference to the data in the Lead.

Leads also have advanced escalation procedures that remind Users to accept and process incoming Leads within a defined timeframe.

Relations Paths

You can create several Relations Paths that can contain a number of milestone or supportive activities, which will guide the flow of a Case. For example, Relations Paths can be created for different sales processes or a support case.

The core part of Relations Paths are Milestone Activities which show the progress of each of your cases. The amount and order of Milestones can be defined for each Relations Path.

Each Milestone can be configured with the following case status, next steps (in the form of Milestones), automated relations (which send emails with a configurable delay), content suggestions.


A Case contains all the information about a sales process for a specific Contact: planned and past Activities as well as all Tasks, correspondence (by email or letter), case notes and attachments.

A Case is always related to a Contact, and has information about the status (initial contact, sale, rejected, closed), and is also a collection of Activities. A Case is assigned to a User, which is responsible for the Case.

When creating a Case, a Relations Path must be chosen as a template for the Case.


An Activity is made within a Case, and has a Milestone from the Relations Path of a Case. It can be anything pertaining to a customer. For example, a registration of a phone call, a sent email, or a task for an activity that needs to be carried out at a later date, like a meeting.


Tasks can be either reminders, calls, emails or letters. An overview of your tasks is available in a list, or in a calendar view. As Team Admin, you can see what tasks your employees have and how fast they are working on them. Users can sync their Tasks to their Outlook calendar.


All members of a defined target group can be easily reached with Campaigns. Campaigns are sent as emails or letters, or created as Tasks for Users in EASI'R (e.g. a phone bank).

For email campaigns, EASI'R requires that Contacts have opted in to receiving campaigns via double opt-in.


You can add as many products as you like and use categories, to keep them sorted.

Products can be used when creating Activities in Cases, to create offers, and contain price information. Custom Fields can also be created for Products.

Additional Data

Additional Data is pieces of data that can be one or more accounts or contacts. For example, this can be used as storing a list of the bought products of a customer, and can be used to target Campaigns and as merge fields in correspondences.


Custom Fields

EASI'R supports custom fields for the following entities in the system:

  • Teams
  • Accounts
  • Contacts
  • Products
  • Additional Data

There are different types of Custom Fields, like text, numeric, single/multiple choice, etc. Custom Fields can be used as merge fields, or when building a Campaign.

File Manager

The File Manager allows you to keep track of all documents connected to your Cases. Files from the File Manager can be used as attachments in emails, and are grouped into sections of Company, Group, Team and User.

Also, files can be attached to Leads, which are then shown on the Case when the Lead is accepted.


There is a variety of actions that cause notifications, for example incoming emails, notes on a case or activity, a new lead, etc. Users can choose in their user profile whether they want to receive an email on new notifications.


The Agency module in EASI'R allows users to assign and re-assign rejected or escalated leads. This can be a call center, for example, that reminds you if you have missed to work on a new lead.


Reports help you to get an overview about you or your employee’s achievements. You have various filtering options and can choose to have a certain report being sent out to you or someone else regularly.