Frequently asked questions
Plans, trials, data and how it works.
Who is Easy CRM 360 for?
Consulting and professional services firms that win work through relationships and referrals: engineering and construction consultants, accountants, management consultants, agencies and similar firms, from a solo practitioner to a few dozen people.
How is this different from Salesforce or HubSpot?
Those are built around a sales pipeline and charge $90 to $100 a seat for the tiers most firms end up needing. Easy CRM 360 is built around relationships, with only the tools a consulting firm uses, at $25 or $45 a seat.
What does the free trial include?
Fourteen days of everything, including the Pro features, for up to 10 people. No card is needed to start.
Is there a minimum number of seats?
Paid plans start at 3 seats, so the smallest firm pays $75 a month on Core or $135 a month on Pro.
What happens when the trial ends?
Your data stays and you can still see all of it. Adding or changing records needs a plan.
Can I bring my existing contacts?
Yes. Contact us with a spreadsheet export and we will help you bring it in.
Who can see our data?
Only the people at your firm you invite. Every firm's data is kept separate, and we never sell or share it.
How do I get help?
Email hello@edgewater-media.com. We answer on weekdays, usually within one business day.