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THE EASY CAPABILITY LIBRARY

See what your business could do with Easy.

These capabilities are optional additions to your business build. Existing business owners can also add them to their current operation. Choose the customer work you need support with, then review the appropriate scope.

Cedar Edwin purchase financing

Business financing + credit reporting

Spread your setup price with Cedar Edwin purchase financing. Request credit reporting support separately.

  • 35% down with everyone approved and no credit check
  • Three monthly setup payments at 0% interest
  • Payment dates and confirmed payments in My Account
  • Separate business credit profile review and reporting support
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Easy Leads

Capture + organize

Give every new inquiry a useful place to land.

  • CRM, contacts, companies and custom fields
  • Forms, surveys and quizzes
  • Smart lists, segmentation and tagging
  • Unified conversations across connected email, SMS, WhatsApp, Messenger, Instagram and web chat
  • Team assignment and pipeline visibility
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Easy Book

Schedule + remind

Help customers find a time and arrive prepared.

  • Service calendars, team availability and round robin routing
  • Calendar sync, appointment booking and paid calendars
  • Confirmations, reminders, cancellations and rescheduling
  • Booking pages and appointment reporting
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Easy Follow

Follow up + automate

Make the next message consistent without repeating the same admin.

  • Email and SMS campaigns, newsletters and broadcasts
  • Workflow triggers, conditions, waits and tasks
  • Response routing and stop on response rules
  • Webhooks and connected workflow actions
  • Templates and reusable message snippets
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Easy Desk

AI conversations + agents

Answer routine questions and collect context for the next step.

  • Inbound and scoped outbound Voice AI
  • Conversation AI and website chat
  • Business knowledge, FAQs, intake and qualification
  • Human escalation and connected calendar routing
  • Agent and workflow orchestration, scoped to the use case
  • AI generated content, summaries and review reply assistance
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Easy Close

Sales + proposals

Help the team see what is needed to move a deal forward.

  • Deal stage automation and sales tasks
  • Lead scoring and opportunity rules
  • Estimates, proposals, documents and e signatures
  • Call tracking, call reporting and scoped IVR routing
  • Funnel conversion and sales reporting
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Easy Pay

Payments + commerce

Give customers a clear way to complete a purchase.

  • Invoices, estimates and payment links
  • Order forms, upsells and downsells
  • Subscriptions and recurring billing
  • Ecommerce catalogs, product collections and checkout
  • Text to pay and supported in person or tap to pay workflows
  • Coupons, gift cards and loyalty workflows where supported
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Easy Reviews

Reviews + reputation

Make customer feedback easier to request, review and share.

  • Automated review requests and monitoring
  • Connected review replies and AI assistance
  • Website review widgets
  • Video review capture and display where supported
  • Escalation and post service feedback workflows
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Easy Client

Customer handoff + portal

Give new customers the information and next steps they need.

  • Client portal configuration
  • Customer intake, files and documents
  • Welcome sequences and delivery handoffs
  • Customer statuses, tasks and internal notifications
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Easy Recover

Recover + reactivate

Reopen a conversation with people who already showed interest.

  • Missed call text back
  • No show and abandoned inquiry workflows
  • Database reactivation and lapsed customer campaigns
  • Birthday and seasonal re engagement
  • Segmented email, SMS and supported channel outreach
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Business launch or custom build

Websites + content

Give the offer a professional place to be discovered and understood.

  • Responsive websites, storefronts and landing pages
  • Sales funnels and webinar funnels
  • Blogs, SEO metadata, page structure and redirects
  • Chat widgets, forms, tracking and QR codes
  • WordPress or existing site integration when selected
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Custom extension

Courses + communities + distribution

Package knowledge, build an audience, and organize recurring access.

  • Courses, memberships and paid content access
  • Communities, groups, events and member workflows
  • Affiliate programs and referral tracking
  • Social planner and scheduled publishing
  • Google, Facebook and Instagram ad management connections
  • Prospecting tools and local business discovery
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Easy Command / scoped extension

Reporting + connected operations

Coordinate the work across the customer journey.

  • Business dashboards, attribution and custom reports
  • Roles, permissions, mobile access and team workflows
  • API, webhook and supported app integrations
  • Multi location operations when separately scoped
  • Custom fields, custom objects and operating data
  • Workflow AI and agent orchestration where selected
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Capability library, not a promise that every feature is included in every package. Channel access, supported regions, provider approvals, AI usage, content creation and implementation scope are confirmed before purchase.

Your business setup

Review your launch, operating bundle, and optional modules.

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