AI Agent Solutions for Easyly

Easyly is redefining CRM experiences for fast-moving teams, delivering customizable workflows to power sales, marketing, and customer engagement. But what if your team could bring Easyly’s robust CRM capabilities directly into Slack, Microsoft Teams, or Discord—no more tab-switching, no more digging for data? By connecting Easyly with Runbear’s AI agent platform, you empower every team member to surface critical CRM insights, automate reporting, and boost day-to-day collaboration right inside your team chat. In this article, discover how teams can take Easyly workflows to the next level with Runbear AI agents.

About Easyly

Easyly is an all-in-one, cloud-based CRM platform designed for modern businesses seeking to streamline sales, marketing, and operations. Its intuitive drag-and-drop pipelines, robust customer boards, and powerful marketing automations help teams nurture leads, manage deals, send bulk emails/SMS, and process payments—all from a single dashboard. Teams choose Easyly for its customizable workflows, integrated campaign management, and seamless third-party app integrations, making it a top choice for SMBs and growing enterprises who demand efficiency and agility in their customer engagement strategies. With flexible pricing plans and a 14-day free trial, Easyly is accessible for teams of all sizes who are ready to modernize their CRM approach and maximize their productivity through automation and collaboration.

Use Cases in Practice

Integrating Runbear’s AI agent with Easyly unlocks more than just simple data access—it transforms how your team works with CRM. Imagine a sales manager quickly checking the status of key deals in Slack, or a marketing lead requesting last week’s campaign performance as a chart, all without opening Easyly. Chat-to-CRM note capture means brainstorms and important Slack discussions become actionable customer records. Scheduled CRM health summaries keep the entire team aligned each morning, boosting transparency without manual prep. These automations put the power of Easyly at your team’s fingertips, enhancing real-time decision-making and eliminating workflow friction. For teams already enjoying AI-driven analytics in tools like Airtable or Excel, our guides on instant Excel report querying and business analytics automation offer practical examples that seamlessly extend to Easyly integrations.

Easyly vs Easyly + AI Agent: Key Differences

Integrating Easyly with Runbear transforms rigid, manual processes into dynamic, AI-powered workflows—all within your team's messaging hub. With Easyly alone, teams often rely on constant tab-switching and hunting for information; with Runbear, an AI agent retrieves, summarizes, and manipulates Easyly data conversationally. Collaboration, reporting, and knowledge capture become natural and real-time, slashing busywork and accelerating decision-making.

Implementation Considerations

When implementing Easyly with Runbear, teams should plan for a brief setup period to connect their CRM accounts and define which data and workflows the AI agent should access. Team training is essential: educate users on how to phrase natural language requests and when to use scheduled summaries versus keyword-triggered automations. Change management can be a hurdle, as team members may be accustomed to manual CRM updates—clear guidelines and champion users can smooth the transition. Evaluate security permissions to ensure sensitive customer data remains protected, and establish oversight for AI agent-initiated changes (such as notes creation). Finally, balance cost with expected gains: Runbear’s efficiency benefits can justify CRM investments, but teams must track usage to ensure ROI as collaboration becomes more frictionless.

Get Started Today

Combining Easyly’s flexible CRM with the conversational power of Runbear’s AI agent empowers teams to collaborate, automate, and make smarter decisions—right inside chat. By eliminating manual busywork and unlocking real-time access to Easyly data, teams can focus on impactful work and stronger customer relationships. Teams ready to streamline their CRM workflows and boost productivity should start their Runbear + Easyly integration journey today—your AI-powered future is just a conversation away.