Platform & Services
Explore how the Easy Reach system works, and everything included
CRM & Contact Management
Stores every contact, conversation, action, and data point in one place.
Every lead and customer is stored in a centralized system that updates automatically as interactions happen.
Calls, messages, appointments, notes, and activity are all recorded in one place so your team always has full context.
Contact Records
Create and import contacts with complete profiles.
Store standard details plus custom fields unique to your business.
Organization & Segmentation
Tags and smart lists for targeting and automation.
Dynamic lists that update automatically based on behavior or status.
Activity & Collaboration
Full activity timeline (calls, texts, emails, forms, appointments, payments).
Internal notes and task assignments for follow-up.
Advanced Structure
Custom Objects for jobs, quotes, installs, or other related records.
Pipelines & Sales Workflow
Visually track deals and trigger actions as leads progress.
Leads move through clear, visual stages as they progress from inquiry to customer.
As opportunities advance, the system keeps deal status up to date and can automatically trigger follow-ups, tasks, or notifications so nothing falls through the cracks.
Pipelines & Stages
Fully customizable pipelines to match your sales process.
Visual stages such as New Lead, Contacted, Booked, Won, or Lost.
Simple drag-and-drop movement between stages.
Opportunities
Deal cards with value, expected close date, owner, and source.
Clear visibility into active and upcoming opportunities.
Automation & Insights
Automations triggered when a deal changes stage.
Pipeline performance and conversion tracking.
Conversations & Inbox
Manage every text, email, and reply from one unified inbox.
All customer communication is centralized into a single inbox, keeping conversations organized and easy to manage.
Messages, replies, and assignments stay tied to each contact so responses remain timely and relevant.
Unified Inbox
Central view for SMS and email conversations.
Complete message history attached to each contact.
Team Collaboration
Assign conversations to specific team members.
Internal notes for context and handoffs.
Smart Messaging
Reply templates and saved snippets.
Automations triggered by specific customer responses.
Phone System & Call Tracking
Track, route, and respond to calls automatically.
Calls are automatically logged and connected to the correct contact and lead source.
Missed calls can trigger instant follow-ups so potential customers are contacted even when a call isn’t answered, or have each call go straight to AI voice calling saving your team time.
Calling
Inbound and outbound business calling.
Local business numbers (based on setup).
Call Tracking
Call history, recordings, and outcomes.
Attribution to campaigns or lead sources.
Automated Follow-Up
Missed-call text back or answerd by AI.
Call-based workflow triggers and notifications.
Calendars & Appointments
Let leads book instantly while the system handles reminders and follow-ups.
Leads can book appointments directly based on real-time availability.
Once scheduled, the system automatically handles confirmations, reminders, and follow-ups to reduce no-shows.
Booking Calendars
Custom calendars per service or team member.
Real-time availability and booking rules.
Team Scheduling
Round-robin and team-based routing.
Automatic staff assignment.
Appointment Automation
Confirmation and reminder messages.
No-show and reschedule workflows.
Automation Engine (Workflows)
Automate actions based on behavior, timing, or status changes.
Automations run in the background based on timing, actions, or customer behavior.
This allows follow-ups, task creation, and system updates to happen automatically without manual effort.
Workflow Builder
Visual trigger-and-action workflow editor.
Event-based automation (forms, replies, bookings, pipeline changes).
Conditional Logic
If/else branching based on data or behavior.
Dynamic paths for personalized experiences.
Multi-Channel Sequences
Combine SMS, email, tasks, and internal notifications.
Prebuilt workflow templates for common use cases.
Marketing, Content & Social
Create, schedule, and automate campaigns across channels.
Outbound marketing is managed from one centralized system.
Campaigns can be scheduled, automated, and enhanced with AI tools to speed up content creation and execution.
Email & SMS Campaigns
Bulk and automated messaging campaigns.
Personalization using contact data.
Social Media Planning
Schedule posts across connected platforms.
Customize content per channel.
AI Content Tools
AI-assisted caption and copy generation.
AI image generation for social posts.
Websites, Funnels & Lead Capture
Build pages and capture leads directly into the system.
Websites, funnels, and lead capture tools feed contacts directly into the platform.
Every submission is instantly stored in the CRM and can trigger automated follow-ups.
Websites & Funnels
Full website and landing page builder.
Multi-step funnels with conversion tracking.
Lead Capture Tools
Forms, surveys, and chat widgets.
Embedded calendars and booking flows.
Integrations
Lead ad capture from supported platforms.
Automatic contact creation and tagging.
Ready to Automate Your Business Without the Complexity?
We’ll help you choose the right plan, set everything up, and make sure your system works for your business.
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Our mission is to helping businesses grow effortlessly with simple automation.