Features · Run the floor · 05
Everything a sales manager needs to see.
Running a sales floor means knowing, at a glance, what’s working, who’s behind, and where the pipeline is leaking — without exporting five spreadsheets every Monday morning. EZCRM’s management layer keeps that view live.
See everything
KPI tiles, trend charts and source breakdown, updated live — not a static weekly export.
- Real-time KPI tiles for leads, deals and revenue
- Source-wise conversion breakdown
- Team & individual leaderboards
- Custom report builder
- Scheduled report emails
- Branch/territory-wise rollups
- Exportable to XLSX/CSV
One profile per customer
Every call, chat and quote against a single unified contact — no more hunting across five systems for a customer’s history.
- Unified contact profile across every channel
- Custom fields per industry
- Saved dynamic segments
- Tagging & list management
- Duplicate merge tools
- Bulk actions with role-based restrictions
Set it up once
No-code workflows that assign, notify and nurture automatically — build a funnel per product line, or one global funnel for the whole business.
- No-code workflow builder
- Trigger-based automations (stage change, time delay, form submit)
- Auto-assignment rules
- Multi-step nurture sequences
- Webhook actions to external systems
Product-wise & global sales funnels → Auto-assignment rules →
Nothing falls through
Calls, meetings and site visits, auto-logged and reminded, synced to your reps’ phones.
- Shared team calendar view
- Auto-logged calls, meetings and site visits
- Smart reminders synced to mobile
- Recurring task templates
- Google Calendar two-way sync
One source of truth
Brochures and catalogs your whole team can find and share — no more “which version is current?” over WhatsApp.
- Central brochure & catalog storage
- Shareable product-sheet links with view tracking
- Version control for marketing collateral
- Role-based access to sensitive files
Frequently asked questions
Can I set up automation without a developer?
Yes, EZCRM’s workflow builder is entirely no-code — trigger-based automations for assignment, notification and nurture sequences are configured through a visual builder, not custom code.
Can I run a different sales funnel for each product line?
Yes, EZCRM supports both product-wise funnels and a single global funnel view, so a business selling multiple product lines can track each independently while still seeing a combined pipeline at the top.
Does EZCRM sync with Google Calendar?
Yes, two-way sync keeps meetings, calls and site visits logged in EZCRM in sync with each rep’s Google Calendar automatically.
See the whole floor in one dashboard.
30-minute demo of reporting and automation.