Driving Integrated Growth: How Procedo Built a Seamless White-Label CRM for Easy360

Customer since2022

ServiceCustom CRM

IndustryTech Industry

RegionBrazil

Easy360, a leader in providing holistic, AI-powered solutions for B2B industrial clients, recognized a critical gap in its offering: the need for a deeply integrated, long-cycle sales management tool. Procedo stepped in as the agile, low-bureaucracy technology partner, leveraging its proprietary development foundation to deliver a customized, white-label Customer Relationship Management (CRM) platform, achieving dramatic time and cost savings.

The Challenge

Easy360’s core platform excelled at connecting disparate industrial areas to achieve synergy, offering sophisticated tools for data flow and AI-driven demand forecasting. However, to transform their comprehensive market and demand data into realized revenue, they needed an equally powerful and integrated solution for strategic relationship management.

The challenge was twofold:

Seamless Integration

The new tool required deep integration with Easy360’s demand management platform, ensuring a unified experience that behaved as a single, cohesive solution rather than an external component.

Feasibility & Fit

Creating a full CRM internally was deemed impractical due to cost and delay risks, while conventional CRM products lacked the adaptability required for Easy360’s workflows, branding, and long-cycle industrial sales processes.

Easy360 required a partner who could provide the “Perfect Fit” of a custom solution with the “Cost and Speed” of a proven framework.

About the Company

Easy360 provides a complete B2B industrial solution with the primary objective of connecting business areas to achieve synergy and efficient data flow. Their platform utilizes artificial intelligence and mentorship to oversee the entire industrial cycle, from customer prospecting to final product delivery, providing vital data for demand prediction and strategic decision-making.

The platform is designed to provide clients with a holistic view of their operations, reduce inventory, and enhance visibility over the customer journey. Given the complexity of their offering—which includes integrated modules for Market Mapping and Demand Forecasting—the relationship management tool needed to handle the rigorous, data-intensive, and long-cycle sales environment typical of industrial B2B transactions.

The Solution

Procedo addressed the challenge by deploying its Custom CRM offering, which is built on a robust, proprietary foundation. This approach allowed Procedo to bypass the risk and timeline associated with ground-up development , while still delivering a solution tailored precisely to Easy360’s needs.

The solution focused on Strategic Relationship Management, empowering Easy360’s end-users to:

Lead and Opportunity Management

Manage the generation of new leads and opportunities with structured, reliable tracking.

Follow-up and Activity Control

Control follow-up tasks and maintain a full, organized history of every client interaction.

Proposal Issuance and Management

Issue and manage proposals efficiently, ensuring complete visibility and control throughout the sales cycle.

Crucially, the solution was delivered as a white-label product, with the entire visual identity adapted to align with Easy360’s brand, ensuring it felt entirely integrated into their existing platform.

Key Features

The success of the implementation hinged not just on the CRM’s functionality, but on the technical execution of its integration. Procedo’s team worked directly with Easy360’s professionals, eliminating intermediaries and ensuring precision.

Key features and technical decisions included:

API-First Integration

A dedicated REST API was created to enable fluid, real-time communication between Procedo and Easy360’s Demand Management tool. This bi-directional exchange provided users with the perception of a single, unified environment.

Unified Access Control

To ensure a seamless white-label experience, all access control was centralized within the Easy360 platform. This unified management improved security and simplified operational flows for its clients.

Leveraging the Proven Platform

Procedo’s architecture was already well aligned with the demands of long-cycle commercial processes. Only minimal customizations were required, resulting in significant reductions in delivery timelines and implementation costs.

Benefits & Results

By utilizing Procedo’s robust foundation and agile development methodology, Easy360 rapidly incorporated a mission-critical tool into its offering, solidifying its market position and delivering immediate value to its users.

The partnership yielded transformative results:

Drastic Reduction in Investment and Timeline

By adopting Procedo’s customized market solution rather than developing internally, Easy360 secured a substantial decrease in both cost and delivery time. This result reinforces Procedo’s commitment to offering adaptable, high-quality solutions with faster implementation and lower total investment.

Enhanced Product Offering

Easy360 expanded its platform capabilities by integrating strategic relationship management with its AI-driven forecasting engine. Sales activities—such as proposals and opportunities—now flow directly into demand forecasting, fulfilling the promise of a fully connected, end-to-end solution for its clients.

Focus on Core Competency

Easy360 delegated the development and ongoing management of this sophisticated component to Procedo, which now ensures continuous support and evolution. This strategic choice enables Easy360 to devote its internal talent to its core strengths—AI and industrial mentorship—while maintaining a long-term partnership for CRM innovation.

Procedo’s ability to turn an idea into a custom, scalable web solution—fast, cost-effectively, and with close collaboration —enabled Easy360 to immediately achieve its strategic goal and enhance its platform for continued success.

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