Pipeline Stage Automation

Easyly tracks a deal through a sales pipeline with stages a team defines, such as contacted, qualified, and closed. A Beam agent reads a deal record for a signal the customer has approved as meaningful, such as a signed document landing in another system or a meeting being logged, and moves the deal to the matching stage in Easyly, keeping notes so a rep can see why it moved. Deals with conflicting signals, or ones that skip several stages at once, are left where they are and flagged for a rep to check before the record changes further.

Contact Field Updates

A CRM record is only useful if its fields stay current, and Easyly stores contact details, company information, and custom fields for that purpose. A Beam agent reads updated information from a connected source, such as a form submission or a billing system, matches it to the right contact by a rule the customer sets, such as matching on email, and writes the change into the corresponding Easyly field. Matches that are uncertain, such as two contacts sharing similar details, are not merged automatically and go to a person to confirm first.

Task and Reminder Creation

Easyly lets a team assign follow up tasks against a deal or contact so nothing routine gets forgotten. A Beam agent reads a workflow rule the customer has set, such as creating a follow up task three days after a deal enters a certain stage, and adds that task to the right record with the assigned owner and due date. Tasks that would duplicate an existing open item, or that fall on a deal marked closed, are skipped and a note is left for a person to review instead.