Every screen your sales team actually uses.
Not a features list. Fourteen sales-floor modules, plus an eleven-part AI, automation and messaging engine most CRMs bolt on as an afterthought.
Browse by stage
Each stage of the sales process is its own page — capture, engage, close, support, and run the floor.
What makes EZCRM different
The features other CRMs treat as afterthoughts — deliverability engineering, official channel APIs, AI qualification, and assignment logic that matches how Indian sales teams are actually structured.
AI & Automation Engine
AI Agents
One assistant that chats, qualifies, books meetings and drafts replies — not just a website widget.
Workflow Automation
No-code rules that assign, notify, nurture and update records the moment something happens.
Lead Auto-Assignment Engine
Round-robin, weighted or territory-based routing so no lead sits unclaimed.
Product-Wise & Global Sales Funnels
Run a different funnel per product line, or one global funnel — your call.
Messaging & Campaign Engine
WhatsApp Marketing
Broadcasts, automation, chatbot and the official Cloud API — one WhatsApp engine, not three disconnected tools.
Inbuilt WhatsApp Cloud API
Official Meta API. No grey-market numbers, no ban risk.
WhatsApp Chatbot
Auto-replies and qualifies leads on your highest-reply channel, 24/7.
SMS Marketing
DLT-registered sender IDs and pre-approved templates, built in — not bolted on.
Smart Email Campaigns
Multi subject-line rotation and SMTP rotation to keep deliverability high at scale.
Multiple SMTP Configuration
Rotate sends across multiple SMTP accounts so one bad sender doesn’t sink your inbox rate.
Email Warming
Automated warm-up sequences that build your sender reputation before you go big.
Never miss a lead, from any source.
No lead sits unclaimed
Round-robin queue puts every new lead in front of a rep within seconds.
- 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
Never miss a paid lead
IndiaMART, JustDial and Facebook leads sync automatically — no manual downloads.
- 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
Qualifies leads while you sleep
A website chatbot that asks the right questions before handing off to a human.
- 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
Reach them where they already reply.
Segment, send, track
Bulk email without the bounce-and-spam headache.
- Drag-and-drop template builder
- Segment-based sending
- Open/click/bounce tracking
- A/B subject line testing
- Automated drip sequences
- Unsubscribe & compliance management
DLT-compliant, by default
Registered sender IDs and pre-approved templates, built in.
- DLT-registered sender IDs built in
- Template pre-approval workflow
- Scheduled & triggered sends
- Delivery reports in real time
- Opt-out handling per TRAI guidelines
Your highest-reply channel
Official Meta API. Shared inbox. Zero grey-market ban risk.
- Official Meta WhatsApp Business API
- Shared team inbox with assignment
- Approved template broadcasts with read receipts
- Round-robin agent routing
- Automated order & payment reminders
- Catalog sharing inside chat
- Chat-to-lead auto capture
From verbal yes to signed quotation.
See the floor at a glance
A visual Kanban pipeline that tells you exactly what’s stuck and why.
- 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.
- 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
Keep customers after you win them.
One inbox, every channel
Email, chat and WhatsApp support in a single queue with SLAs.
- Unified inbox for email, chat and WhatsApp support
- SLA-based priority queues
- Internal notes & @mentions
- Customer satisfaction (CSAT) surveys
- Knowledge base for self-serve answers
- Ticket-to-deal linking for upsell context
Everything a sales manager needs to see.
See everything
KPI tiles, trend charts and source breakdown, updated live.
- 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.
- 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.
- 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
Nothing falls through
Calls, meetings and site visits, auto-logged and reminded.
- 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.
- Central brochure & catalog storage
- Shareable product-sheet links with view tracking
- Version control for marketing collateral
- Role-based access to sensitive files
See all 14 modules on your own data.
30-minute demo, your lead sources, your stages, your WhatsApp number.