Ask the CRM real questions
Pull reports, summarize records, draft workflows, and find the next step without clicking through every screen manually.
Simple CRM with Super Easy Automation.
Super Easy CRM is built for teams that need one, reliable source of truth that connects to every part of their business. Build automations that turn separate tools into a thriving ecosystem, with an AI Agent that you control.
Otto AI
Ask questions. Draft work.
Build in guardrails you to protect your data.
Automation Builder
Make manual work a thing of the past.
Ditch your sticky notes!
One Workspace
Leads, tickets, tasks, and projects.
Close the deal, keep them happy, and get referrals.
One Operating System for Sales, Service, and Delivery
Track customer work and issues without having your data sprawled across a bunch of different tools. Super Easy CRM connects records, follow-up, support, projects, and internal actions so the team can move in one system.
Build flows that actually do the work
Create task series, send webhooks, trigger alerts, update records, and move work forward automatically when the right conditions are met.
Run service, support, and delivery in one place
Manage tickets, projects, milestones, schedules, and ownership from the same workspace instead of stitching tools together.
Otto the AI Agent Works Within Guardrails that You Define
Never let any AI agent roam your CRM unchecked. Choose what data it can see, what records it can touch, and where human confirmation is required before any changes are made.
Useful AI without blind access
Otto helps the team move faster, but it works inside the limits you define. That keeps the AI practical without letting it wander through the whole CRM unchecked.
Choose which modules, records, and fields Otto can work with.
Require confirmation before sensitive changes go through.
Let Otto summarize, report, schedule, and prepare next steps inside clear boundaries.
Define the rules once
Instead of hoping users remember what the AI should not do, you decide where Otto can read, where it can write, and where it must stop and ask first.
Example
Ask Otto to pull every contact tagged for a campaign, draft the report, and prepare the next move while sensitive updates stay gated behind confirmation.
An Automation Builder That Can Replicate Real Work
This automation builder isn't just a notification tool, its built to replicate the kinds of actions real people take inside the CRM. It creates follow up tasks, escaltes cases when they meet certain conditions, sends and retrieves data from external systems, and keeps on operating long after you log out for the day.
Map the work the way your team actually does it
1
TriggerStart from record created, updated, ticket type changes, or the event that should kick work off.
2
DecideUse branched conditional logic to build decision trees.
3
ActUpdate records, create tasks, send alerts, launch webhooks, and push the next action forward automatically.
Built to mirror real operators
The goal is not automation for its own sake. The builder is meant to replicate the steps a capable team member would take inside the CRM, then run them consistently.
Launch repeatable task series the moment the right work comes in.
Target the current record or related records without custom code.
Push selected data to external systems through webhooks or n8n.
The Way CRM is Meant to Be Used
Take a look at what your CRM can do when you use it as more than a fancy spreadsheet. Punch well above your weight class by letting your CRM become a high functioning employee, not just another subscription you pay every month.
Automation Builder
Build triggers, decisions, and actions visually so repeat work launches itself.
Otto AI Agent
Work with AI inside guardrails you control, with defined access to the records and actions you allow.
Run the Work. Add Guardrails. Let the CRM Carry More of It.
Start with the core CRM, bring in Otto where it helps, and use the automation builder to take repeat work off the team’s plate without losing control.