Run your entire sales floor
from one screen.
IndiaMART, JustDial, Facebook and WhatsApp leads — captured in seconds, routed round-robin, followed up on time, and quoted with correct GST.
Plugged into the tools Indian sales teams already run on
Not a list of features.
The actual screens your team lives in.
Fourteen modules ship in EZCRM. Here are four you’ll open every day — the rest are one click away.
No lead sits unclaimed for more than a few seconds.
Capture, group and route every enquiry with custom fields, statuses and priorities — with round-robin assignment so fresh leads never wait for a manager to notice them.
- ✓ Custom fields, statuses, priorities and sources
- ✓ Bulk XLSX import and export with field mapping
- ✓ Bulk assign, bulk status change, bulk delete
HSN 8413 · 4 × ₹92,000₹3.7L
HSN 8413 · 4 × ₹14,500₹58,000
Professional, GST-correct quotes in minutes.
A versioned quotation builder with line items, tax slabs, UOM conversions, T&C sets, digital signatures and PDF export — backed by a product catalog with HSN/SAC codes.
- ✓ Versioned quotation builder with full revision history
- ✓ Product catalog with HSN/SAC codes and multi-tax support
- ✓ Tax slabs, discounts and UOM conversions per line item
Walk in at 9am and know exactly where the month stands.
Live revenue, pipeline value, lead trends and follow-ups due — one screen your whole team opens first, with widgets that match each person’s role.
- ✓ Real-time KPI tiles: revenue, leads, deals, follow-ups
- ✓ Lead trend charts across 3, 6 and 12-month windows
- ✓ Lead-source breakdown that names names
One WhatsApp number.
Your whole team. Every chat on record.
Move off personal phones and onto a shared inbox on Meta’s official API. Conversations stay with the business when staff leave, managers see who answered whom, and broadcasts go out on approved templates — safely.
- ✓ Official Meta WhatsApp Business API — no ban risk
- ✓ Shared team inbox with round-robin agent assignment
- ✓ Approved-template broadcasts with per-recipient read logs
Numbers first. Then the story behind them.
“I open the dashboard with my morning tea. Pipeline value, follow-ups due, which branch is slipping — five minutes and I know where to push. My monthly Excel ritual is gone.”
“The WhatsApp inbox changed how we sell. Broadcast to 3,000 old customers before Diwali, per-recipient read receipts, and the drip answered price queries at midnight. Best season we have had.”
“Three salesmen left in one year. Not one customer was lost, because every conversation and every quotation was in the system, not in their phones.”
“Earlier, IndiaMART leads sat in email till evening. Now my telecaller’s phone rings the second an enquiry comes. We closed two orders last month purely because we called first.”
See your own pipeline on this screen.
A 30-minute demo with your lead sources, your stages and your WhatsApp number. No slideware.