Features · Close · 03
From verbal yes to signed quotation.
The gap between “sounds good” and a signed order is where Indian sales teams lose the most time — chasing GST-correct quotes in Excel, re-typing HSN/SAC codes, waiting days for a manager’s approval. EZCRM’s Close layer turns that gap into minutes.
See the floor at a glance
A visual Kanban pipeline that tells you exactly what’s stuck and why — by stage, by owner, by product line.
- Visual Kanban pipeline by stage
- Custom pipelines per product line or branch
- Win/loss reason tracking
- Forecast rollups by owner and stage
- Deal aging & stuck-deal alerts
- Multi-currency support
- Activity reminders tied to deal stage
Close faster
Versioned, GST-correct quotes with digital signature and payment links — accepted quotes convert straight to invoices, no re-typing.
- GST-correct quotations with HSN/SAC codes
- Versioned quotes with approval workflow
- Digital signature capture
- Branded PDF export
- Razorpay/Cashfree payment links inside quotes
- Auto-convert accepted quotes to invoices
Frequently asked questions
Are EZCRM quotations GST-compliant?
Yes. Quotations include correct HSN/SAC codes and GST calculations by default, and convert directly into GST-correct invoices once accepted, without manual re-entry.
Can I run separate pipelines for different product lines or branches?
Yes, EZCRM supports custom pipelines per product line or branch, each with its own stages, so a manufacturing division and a services division can track deals differently inside the same account.
Can customers pay directly from a quotation?
Yes, EZCRM embeds Razorpay or Cashfree payment links directly inside quotation PDFs and portals, so a customer can pay the moment they accept.
Does EZCRM flag deals that are going stale?
Yes, deal aging and stuck-deal alerts flag opportunities that haven’t moved stage within your defined window, so managers can step in before a deal quietly dies.
See a GST-correct quote go out in minutes.
30-minute demo, your product catalog, your pipeline stages.