ezOffice
Your central dashboard for customers, suppliers and Microsoft 365
ezOffice bundles important information about customers, suppliers and contacts in one central interface. Through the integration of Microsoft 365 you access appointments, tasks, documents, notes and communication directly — without constantly switching between applications.
- Central overviewMaster data, contacts and activities are brought together clearly in one place.
- Microsoft 365 directly integratedOutlook, Teams, SharePoint, OneNote and other apps can be sensibly linked in everyday work.
- Flexibly adaptable:Tiles, fields and views can be adapted to how you work.
- Suitable forsmall and mid-sized companies that want to manage business relationships in a structured way without immediately introducing a complex CRM system.
When information is scattered, relationship management becomes unnecessarily complicated.
The situation
Customer information is often stuck in too many separate applications.
Emails are in Outlook, documents in SharePoint, appointments in the calendar and notes somewhere else. This wastes time searching, context is missing and important information about customers or suppliers isn’t always immediately available.
Our solution
We turn Microsoft 365 into a work environment that fits your processes.
With ezOffice you get a central interface for your business relationships. Relevant data, communication, tasks, appointments and documents are bundled by customer or supplier and still stay directly connected to the familiar Microsoft 365 applications.
ezOffice in detail
ezOffice is built as an individually configurable dashboard and helps companies make customer and supplier information more usable. The solution builds on existing Microsoft 365 structures and complements them with a clear interface for relationship management, collaboration and daily organization.
Features
- Master data managementCustomers, suppliers and contacts can be captured and maintained in a structured way.
- Communication overviewDevelopment of simple applications for internal processes without classic custom software.
- Appointment accessRelevant calendar information can be used directly in the respective context.
- Tasks and to-dosOpen items stay traceable and can be organized better.
- Document contextFiles from Microsoft 365 can be linked to the appropriate customer or supplier.
Customization & extension
- Individual tilesViews can be moved, enlarged or hidden as needed.
- Custom fieldsAdditional information can be captured via field types such as text, checkbox or dropdown.
- Direct app switchingWhen needed, you open Outlook, Teams, SharePoint or OneNote with one click.
- Scalable structureezOffice can be extended and adapted as requirements grow.
- Low barrier to entryMicrosoft 365 Business Basic alone can be sufficient as a foundation.
What you get, in concrete terms.
A 360° view of business relationships
Customers, suppliers, contacts, appointments, tasks, documents and communication are brought together in one interface.
Customer management
Master data and contacts stay clearly maintained.
Supplier overview
Supplier relationships can also be mapped in a structured way.
Flexible interface
Tiles and views can be adapted to daily working habits.
Microsoft 365 sensibly integrated
Outlook, Teams, SharePoint, OneNote and other Microsoft 365 applications can be used directly from within ezOffice.
Custom fields
Additional information can be added without programming knowledge.
On-site consulting
For more complex tasks you jump straight into the right Microsoft 365 app.
Our ezOffice team
Your contact team for concept, implementation and further development.
Ann-Kathrin Macht
Teamleitung
Christopher Seidler
Teamleitung
Christopher Merz
Abteilungsleitung
Antonio Klepic
Teamleitung
Andreas Bender
Senior Entwicklung
Jens Gödde
Senior Entwicklung
Yannick Müller
Junior Consultant
Katharina Kamutzki
Consultant
Jonas Bhasin
Systemadministration
David Starzl
Entwicklung
Ready for more overview in your business relationships?
Let’s assess together how ezOffice can simplify your customer and supplier management — tailored to your processes and your Microsoft 365 environment.