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Features · Capture · 01

Never miss a lead, from any source.

Most Indian sales teams lose deals before the first call — a lead sits unclaimed in an inbox, a WhatsApp reply arrives with no owner, an IndiaMART enquiry never makes it out of email. EZCRM’s Capture layer puts every lead, from every channel, in front of the right rep within seconds.

Why lead capture breaks down for Indian SMB teams

The lead sources are the problem. A typical Indian sales team pulls enquiries from IndiaMART, JustDial, Facebook and Instagram lead ads, Google Ads forms, a website contact form, and inbound WhatsApp — often five or six channels at once, each with its own login and its own export process. Someone has to log in, download a CSV, and paste it into a spreadsheet or CRM by hand. That delay is exactly where deals die: research consistently shows that a lead contacted within five minutes converts dramatically better than one contacted an hour later, and by the time a manually-downloaded IndiaMART lead reaches a rep, that window has usually closed.

EZCRM’s Capture modules exist to remove that manual step entirely — leads land in the CRM the moment they’re generated, already assigned to a rep, already scored, already deduplicated against your existing contacts.

Lead Management

No lead sits unclaimed

A round-robin queue puts every new lead in front of a rep within seconds of it arriving — no manager has to sit and manually distribute leads every morning.

  • Round-robin auto-assignment across your team
  • Duplicate detection across phone, email & source
  • Lead scoring by source, budget and engagement
  • Full activity timeline per lead
  • Bulk import from CSV/Excel with field mapping
  • SLA timers with escalation alerts
  • Custom lead statuses per business type

See how auto-assignment rules work →

Lead Integration Hub

Never miss a paid lead

IndiaMART, JustDial and Facebook leads sync automatically into EZCRM — no manual downloads, no CSV pasting, no lag between spend and follow-up.

  • Native IndiaMART Seller Panel sync
  • JustDial lead auto-capture
  • Facebook & Instagram Lead Ads sync
  • Google Ads lead form connector
  • Real-time sync — leads appear in seconds
  • Source-wise cost & conversion tracking
AI Chatbot

Qualifies leads while you sleep

A website chat widget that asks the right qualifying questions before handing off to a human — so reps open their morning queue to pre-qualified conversations, not cold form-fills.

  • 24/7 website chat widget
  • Auto-qualifies leads with smart questions
  • Hands off to a human agent seamlessly
  • Trained on your product catalog & FAQs
  • Captures contact details before first reply

Full AI Chatbot details →

Frequently asked questions

How fast do IndiaMART and JustDial leads appear in EZCRM?

In real time. EZCRM connects natively to the IndiaMART Seller Panel and JustDial’s lead feed, so a new enquiry appears in the CRM — assigned and ready to call — within seconds of the buyer submitting it, with no manual export or CSV upload required.

How does round-robin lead assignment work?

New leads are distributed automatically across your available reps in rotation, so no single rep is overloaded and no lead waits for a manager to manually assign it. Assignment can also be layered with rules based on state, product line or lead source — see the dedicated auto-assignment page for details.

Can EZCRM detect duplicate leads across different sources?

Yes. EZCRM checks incoming leads against your existing contact database by phone number, email and source, and flags or merges duplicates automatically so the same buyer doesn’t get called by three different reps.

Does the AI chatbot replace my sales team?

No — it qualifies. The chatbot asks the questions a rep would ask first (budget, requirement, timeline), captures contact details, and hands the conversation to a human the moment it’s ready for a real sales discussion.

See lead capture on your own sources.

Connect your IndiaMART, JustDial or ad accounts in the demo.

Book a demo

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