EasyBase Assistant

The AI assistant for your EasyBase CRM — ask about jobs, enquiries and your day, add tasks and book work by voice, and scan documents straight into a record.

EasyBase puts your CRM in your pocket — and lets you just ask.

Instead of digging through screens, ask a question in plain English and get the answer, or tell EasyBase what to do and confirm it with a tap.

WHAT YOU CAN DO • Ask anything — "summarise my open enquiries", "what's on my calendar tomorrow", "how many jobs are quoted?" • See your day at a glance — jobs, enquiries and overdue tasks • Add tasks, book appointments and record payments just by asking — every change is confirmed before it happens • Scan a quote, photo or PDF and turn it straight into a contact, enquiry or job • Hands-free on site — ask Siri or use voice, with replies you can play back • Home-screen and lock-screen widgets for your latest figures and next job

BUILT FOR THE TRADE Made for glazing and window businesses and their teams — office, surveyors, fitters and managers — all working from the same live data.

SAFE BY DESIGN Nothing changes without your say-so: every task, booking or message is shown for confirmation first, and you can undo a change straight after.

REQUIRES AN EASYBASE ACCOUNT EasyBase is for existing EasyBase CRM customers — sign in with the account your administrator set up. Not a customer yet? Visit easybase.co.uk.

EULA: https://easybase.co.uk/eula/