Harbourline wants 5% off and a staged install. @easy can you draft a revised quote from the last one?
AI-native CRM for SMEs
You ask. AI does the work. You approve.
Hand quotations, invoices and follow-ups to AI: it works like one of your team, and nothing is saved until you approve.
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Summary of the animation: in a customer’s thread, Amy asks @easy for a revised quotation with 5% off and a staged install. @easy reads the last quotation and the account, finds an overdue invoice and proposes a draft quotation, which is saved only when Amy approves it. The margin is below the company’s limit, so her manager Tony approves it once the overdue invoice INV-10000171 is paid, and James in finance says he will call the customer about it. Amy downloads the quotation QN-10000146 as a PDF, sends it from her own email and marks it as sent, then approves a follow-up task that @easy proposes for Friday. Later James records the payment, and the invoice shows as paid on the customer’s timeline.
In the customer’s thread, Amy asks @easy for a revised quotation: 5% off, installed in two phases.
@easy reads the last quotation and the account, finds an overdue invoice and drafts the new quotation. Nothing is saved until Amy approves.
Tony, her manager, approves the discount on condition that the overdue invoice is paid first. James in finance follows up.
Amy sends the revised quotation from her own email and marks it as sent, then approves the Friday follow-up task that @easy proposes.
James records the payment. Everyone can see who did what.
A NEW WAY OF WORKING
You used to work for your software. Now it works for you.
Traditional software waits for you to fill it in. easySales puts AI to work for you, so your team gets its time back.
Traditional business softwareeasySales
Raising a quotation
Traditional business software
Find the customer, create the document, key in each product and price.
easySales
Just say “5% off the last quotation”. The draft is ready in moments, waiting for your approval.
Finding a figure
Traditional business software
Filter, export to Excel, then add it up by hand.
easySales
Ask, and the answer is there, with a link to every record behind it.
After a meeting
Traditional business software
Back at your desk, you type it up field by field. Often it never gets done.
easySales
Tell AI how it went. The record and the next task are ready for you to approve.
New staff
Traditional business software
Days of training before anyone is productive.
easySales
Productive from day one: work in plain language, and ask AI when unsure.
The AI tools you already use
Traditional business software
No connection, so customer data is copied and pasted outside the system.
easySales
Connect them directly, with every permission and approval still in force.
AI ON YOUR TEAM
Give AI the task. It does the work and waits for your approval.
Mention @easy in a customer’s thread, or use Ask AI on any record. AI reads only what you are allowed to see and works with your own products, prices and tax rates. Nothing changes until you approve.
Summary of the animation: Amy opens the customer Harbourline Engineering and selects Ask AI. The chat opens beside the page with the account already in her question, and the answer covers recent dealings, the unpaid invoice and three things to raise, with a link to each record. She follows the link to invoice INV-10000176 and asks how the money moved from the quotation to the receipts. From the invoice list, she asks which invoices are more than 30 days overdue, grouped by customer, and copies the answer. Last, she asks for a follow-up task: the assistant proposes it as a card, and nothing is saved until she selects Approve.
Ask AI on any record
Ask in plain language from any page; type # to pick an account, quotation or invoice.
It reads only what you are allowed to see, across sales, billing and the team’s activity. Every answer links to its records.
It drafts the next step for you: a follow-up task, an updated record or a revised quotation. Nothing is saved until you approve it.
- Before a visit
- Trace a payment
- Chase overdue invoices
- Approve a change
@easy in a customer thread
Mention @easy in a customer’s thread. It reads that customer’s records and replies where the whole team can see.
- “@easy what’s still unpaid on this account?”
- “@easy draft a revised quote with 5% off.”
- “@easy add a task for me to call Mary on Friday.”
Drafts and tasks are shown as cards and saved only when you approve them.
Example: in Harbourline Engineering’s thread, Amy asks @easy to draft a revised quote with 5% off and the install in two phases. @easy replies with the draft, adds a remark that an overdue invoice must be paid first, and waits for Amy to approve it.
Connect the AI tools you already use
Already use an AI tool? Connect it to easySales. It works from the same records, under the same permissions and approvals.
Verified to connect: Claude and ChatGPT.
How to connect an AI toolYour AI tools
Your AI tools
- Chat assistantAsk questions, summarise, build reportsReads
- Email and calendarMeeting prep and follow-up draftsReads and proposes changes
- Meeting notesNotes become activities and next stepsReads and proposes changes
easySalesYour records and rulesEvery connection passes
- Admin switch
- Signed in as you
- Your role’s permissions
- Sensitive data withheld
- Preview and confirm
- Audit trail
Your business data
- Accounts
- Opportunities
- Quotations
- Invoices
- Payments
- Activities
- Spreadsheets and analysisPipeline, forecast and receivablesReads
- Documents and filesContracts and tenders checked against quotationsReads
- Automation toolsDaily checks on overdue invoicesReads and proposes changes
Reads dataProposes changes, saved after you confirm
An administrator sets each connection to off, read-only or read and write (Starter: read-only). Sensitive personal data is withheld unless they choose to share it.
Data a third-party AI tool receives falls under its own terms. Disconnecting stops access but doesn’t delete what it already has. Understand AI data sharing
PROACTIVE AI
Before you think of it, AI has it ready.
No more last-minute scrambles. Before a meeting or a deadline, AI prepares what you need and waits for your approval.
Meetings
Walk in prepared, and walk out with the follow-up already drafted.
Document deadlines
A quotation about to expire or an invoice falling due never slips past you.
- 1Scheduled trigger
- 2AI prepares what is needed
- 3You approve
TEAM COLLABORATION
A small team, with every customer looked after.
AI takes the routine work off sales, managers and finance, all working from one customer record. For B2B teams of 5 to 50 that quote and invoice repeat customers: trading, engineering, equipment servicing and professional services.
Sales
AI handles the paperwork. Sales focus on customers.
- Ask @easy to draft a revised quotation from the last one, and to prepare the meeting outcome with the next task.
- Log calls, notes and meetings on the account; @mention a colleague to bring them in.
- My work lists today’s to-dos: quotations to chase, overdue invoices and opportunities with no next step. A daily email summarises them.
- After a meeting, record the outcome and set the next step in one go.
- Revise a quotation with a reason; every version keeps its number.
Sales managers and business owners
Know where the business stands, just by asking.
- Which customers have had no follow-up this month, which quotations are still awaiting a reply: every answer links to its records.
- The team view lists each person’s activity, overdue tasks and opportunities with no next step. It lists; it does not rank.
- Approval workflows route quotations, invoices and credit notes to a manager by amount or margin.
- Assign tasks, share accounts with a team, and export sales and receivables reports to CSV.
- Each won opportunity shows its value, the amount invoiced and the amount still to bill.
Finance and admin
Get paid sooner: AI shows you what to collect.
- Which invoices are more than 30 days overdue, grouped by customer, or how one invoice moved from quotation to receipt: just ask.
- Invoice from the quotation, without re-keying.
- Invoice in full or in stages: deposit, progress payments, balance. Recurring invoices are generated automatically.
- Record payments and issue receipts; sales see them immediately. A statement fits on one page.
- Refunds, bad-debt write-offs and recoveries. Foreign-currency receipts record the exchange gain or loss.
- Export invoices and credit notes in Xero and QuickBooks Online import formats.
Approvals, opportunities, recurring invoices, purchase orders and delivery orders come with the Professional and Business plans. Compare plans
THE WHOLE SALES CYCLE
From first enquiry to payment received.
Enter it once and it flows from quotation to invoice to payment, so sales and finance always see the same figures. Do any step yourself, or let AI prepare it for your approval.
CustomerHistory, contacts and activities
Select any stage to see how it connects.
Lead
Follow up every lead; once qualified, convert it to an account, contact or opportunity.
Opportunity
Stage totals, a weighted forecast (each amount multiplied by its probability) and gross margin, updated as each opportunity moves.
Quotation
Start fresh or from a copy. Print with a built-in design or your own Word template.
Invoice
Bill the whole quotation, chosen items, or in stages.
- Deposit
- Progress
- Balance
Payment & receipt
Record payments and issue receipts. Advance payments and refundable deposits stay separate.
Statement
Every invoice, every payment and the balance left, on one page.
Purchase orders
Raise purchase orders to suppliers, then track their bills and payments made.
Delivery orders
Raise them from a quotation or invoice and mark them delivered; quantities are tracked line by line.
Credit note
Adjust a sale with a clear reason, linked to the invoice it corrects.
FROM PIPELINE TO PAYMENT
Every opportunity and every figure, in one view.
See your pipeline, forecast, quotations, invoices and payments come together. Go ahead, try it.
PipelineThe value of every opportunity, at a glance.Stage totals and the weighted forecast update as opportunities move.
Professional and Business plans
Opportunities
Every opportunity, its value and its probability, on one board.
Qualification 2
21,000.00
Weighted 4,200.00
Cold room upgrade
Tanjong Cold Chain
14,800.0020%KB
Annual maintenance renewal
Bayfront Dental Group
6,200.0020%LD
Proposal 2
18,200.00
Weighted 9,100.00
Office fit-out, level 3
Lumen Studio LLP
9,300.0050%AL
Warehouse lighting retrofit
Meranti Logistics
8,900.0050%KB
Negotiation 2
32,100.00
Weighted 24,075.00
Chiller plant retrofit
Harbourline Engineering
20,300.0075%AL
Facility services contract
Kestrel Facilities
11,800.0075%LD
Won 0 SGD 0.00
Lost 0 SGD 0.00
Weighted forecast
SGD 37,375.00
Amount × each deal’s probability
ForecastA forecast you can explain.Every opportunity counts at its own probability, by salesperson and close month. An estimate, never a promise.
Professional and Business plans
Forecast
SGD 37,375.00
Expected Weighted
| Owner | Sep 2026 | Oct 2026 | Nov 2026 | Dec 2026 | Total |
|---|---|---|---|---|---|
| Amy Lee | |||||
| Kevin Brown | |||||
| Lisa Davis |
Updates with the opportunity records on your board.
Sales processSet your own sales stages.Choose the stages and probabilities, and tag every opportunity as new business, add-on or renewal.
System settings
Opportunity stages
Set your own stages. The forecast updates as soon as you change them.
- Qualification20%
- Proposal50%
- Negotiation75%
- Won
- Lost
Opportunity type
New businessAdd-onRenewal
Lost opportunities keep a reason, such as price, competitor or timing.
QuotationsAccepted today. Invoiced today.Accept it, create the PDF, invoice it and record the payment. Every line carries through.
Quotation
QN-10000128
- Customer
- Harbourline Engineering Pte Ltd
- Contact person
- Mary Johnson
- Date
- 14/09/2026
| Item | Qty | Unit price | Amount |
|---|---|---|---|
| Chiller plant survey and report | 2,400.00 | ||
| Variable-speed drive, 45 kW | 13,700.00 | ||
| Installation and commissioning | 4,200.00 |
- Subtotal
- 20,300.00
- GST 9%
- 1,827.00
- Total
- SGD 22,127.00
Generating quotation PDFQuotation PDF generated
QN-10000128.pdfCompany template · Quotation
QuotationQN-10000128
AcceptedDemo preview. No file is downloaded.
Quotation accepted. Mark the opportunity as won?Opportunity marked as won.
Invoice
INV-10000180
- Customer
- Harbourline Engineering Pte Ltd
- From quotation
- QN-10000128
- Due date
- 14/10/2026
- Amount paid
- 0.00
- Balance due
- SGD 0.00
Payment recorded and a receipt issued. The invoice is paid in full.
Opportunity
Chiller plant retrofit
New customer
AL
Amy LeeKevin BrownLisa DavisSep 2026Oct 2026Nov 2026Dec 2026
Start free trial30 days free · No card needed
DATA & SECURITY
AI does the work. People approve it.
You stay in control. AI sees only what you are allowed to see, every change waits for your approval, and amounts and tax are always calculated by the system.
Automation
Routine work runs itself.
- Recurring invoices are generated on their due date.
- Invoice drafts follow the billing plan.
- A to-do email goes out each morning.
- Leads from web forms are assigned.
AI-assisted
AI takes on the looking up and putting together.
- A summary before a visit.
- A revised quotation from the last one.
- The record and next task after a meeting.
- Overdue invoices by customer.
Human decision
The decisions that matter stay with you.
- Approving each change AI proposes.
- Setting prices and discounts.
- Approving quotations and invoices.
- Sending documents to customers.
AI guardrails
Access control
AI sees no more than the person using it, and you can switch access off at any time.
Human approval for every change
Every change an AI proposes is shown to you first and saved only once you approve it.
Audit log
Every change is on record, under the name of the person who approved it.
Your data
Customer data stays with the company
Follow-ups, quotations, invoices and payments sit on one customer record, not in personal inboxes and spreadsheets.
Role-based access
Each role sees all records, only its own, or none. Share an account when needed.
Corrections with an audit trail
A wrong invoice is corrected by a credit note that states the reason and links back to it.
Handover without losing history
When someone leaves, hand their accounts and tasks to a colleague. The history stays.
Data import and export
Import accounts, contacts and products with custom fields, merge duplicates, and export invoices for Xero, QuickBooks Online or Excel.
Sign-in security and audit log
Two-step sign-in by authenticator app, email code or passkey. Every change and view is logged. Data is hosted primarily in Singapore.
WHAT MAKES EASYSALES DIFFERENT
Why teams choose easySales
AI is part of the team, not an add-on.
From quotation to payment, AI can take any step off your hands. It works within your permissions, waits for your approval, and every change is logged. Included in every plan.
One system, from first contact to cash received.
Follow-ups, quotations, invoices, receipts and statements on one customer record, with tax invoices set up for your country.
Built for Asia-Pacific businesses.
Tax settings for Singapore, Hong Kong, Australia, New Zealand, Japan, Malaysia and Brunei. Six interface languages. Data hosted primarily in Singapore, with support in Singapore business hours.
FAQ
Common questions
What is an AI-native CRM?
A traditional CRM is a database that people fill in, and AI is added to it later. An AI-native CRM is designed from the start for AI to do part of the work: it uses the same records, permissions and approvals as you do, and any business action you can take on screen can be prepared by AI for you to approve. You can still do any step yourself on screen.
How is easySales priced?
Three plans. Starter is one price per company with 3 users included and covers the full quote-to-payment flow. Professional and Business are per user: Professional adds leads, opportunities, campaigns, approvals, recurring invoices, purchase and delivery orders, team management, permissions on individual fields and push notifications; Business adds a dashboard layout for each user, 250 GB of file storage for the whole company, a 2-year audit history and priority support. Pay monthly, or yearly for the price of 10 months. Prices exclude tax. Compare plans
Does easySales email documents to customers?
No. Download the PDF and send it from your own email. For a quotation, select Mark as sent so the team knows it has gone out.
Do we still need accounting software?
Yes. easySales handles sales and receivables; your accounting software or accountant keeps the ledger and tax filing. Invoices and credit notes export to Xero and QuickBooks Online; payments are entered there.
How do we migrate our data?
Import accounts, contacts and products from a spreadsheet; an import can be undone, and we can help. On easySales Classic? Keep signing in as usual and contact us when you’re ready to move.
Which countries and languages are supported?
Companies in Singapore, Hong Kong, Australia, New Zealand and Japan can sign up now, with local tax settings. Malaysia and Brunei tax settings are ready, but sign-up there is not open yet. You can quote and invoice in other currencies, and each user picks one of six interface languages.
What does the AI do for my team?
It answers questions about your records, with a link to each one: who to follow up, which invoices to chase, what to raise before a visit. It also drafts tasks, meeting outcomes with the next step, record updates and quotations, and each is shown as a card until someone with permission approves it. It doesn’t read your mailbox or send anything to customers.
Will AI change data or contact my customers without approval?
No. AI reads only what the asking user is allowed to see. Every change is shown to you as a card first, saved only after you approve, and recorded under your name. easySales sends nothing to your customers. Your company decides who uses AI and whether third-party AI tools can connect (read-only on Starter), and can switch either off at any time. How to connect an AI tool
Is AI included in the price?
Yes. Every plan includes AI Points worth 50% of your plan price each month, and the free trial includes 500 AI Points.
How do we get support?
Start with the help centre, available in all six languages. For anything else, email us at [email protected]
PRICING
Let AI handle the admin. Spend your time with customers.
Free for 30 days, no card needed. Then one price for a small company, or per user as you grow. Pay yearly: 12 months for the price of 10.