FEATURES
EZCRM is a flexible and scalable Customer Relationship Solution which is designed to grow with your company’s growth. EZCRM ensures elimination of all your worries related to leads and assists you in your company’s growth by building better relationships with its customers.
Lead capture from Multiple Source
If you are running a Facebook campaign for lead generation, EZCRM is designed to fetch Facebook leads automatically in the CRM and sends a notification to the assigned agent. Similarly, the system is capable of capturing leads from incoming emails too.
You can easily integrate third party’s Lead. For instance; IndiaMart, TradeIndia, JustDial, Servetel, tawk and many more.
Quotation Management System
EZCRM allows you to create quotations from the system itself. It is not just a simple quotation creation, the user can attach the files received from the customer at the time of interaction in the first stage.
- Create and manage multiple Customers specific Terms & conditions.
- Create multiple versions of your quote.
- Use your single created quotes for different customers with quote copy and edit functionality.
- Manage item wise gst(%) and supply price.
- Enable your customize column for any additional charges in quotation.
- Get the latest version of all your quotes in a single click.
- Upload and Send your support file or client requirement file link in quotation.
- Download quotations with or without price with your company signature.
- Manage agent wise max discount in quotations.
- Manage your all item price details with category wise and enable/disable or update anytime.
Ticket Management
EZCRM’s ticket management system has a number of benefits for an effective business, as it gives considerable access to all the customer information.
Provide your customers with better service and unlock higher sales, leading to big profits.
EZCRM has a very good ticket management functionality where a customer can create a ticket and the company can assign the ticket to a particular employee. This not only helps in faster resolution of their queries but also helps in changing them to your loyal customers.
- Get your ticket management portal from EZCRM for your customer to raise any query(issue) on priority basis and check the live status of the query any time.
- Assign tickets to your agents to resolve client issues and update status of query on time.
- Define your Query priority term and condition from the portal itself.
Lead Status Tracking
Sales representatives are quite busy and simply users can’t keep track of all leads manually which they have already contacted – and which ones they need to. That’s why EZCRM software allows them to monitor all previous activities, such as phone calls, SMS and Emails.
Notification management
Employees can send real time notifications to leads from Whatsapp, Email and SMS and can also view the notification history.
Agent-wise Report
EZCRM provides you with various reports for instance;
Leads, Escalated leads, Agent wise, Status, Financial and Follow up, Sales reports and user logs.
Admin can access the agent wise report in EZCRM software to track the performance of individual users.
Access to User Logs
Admin can also check the details of users logs (which users used the software and when) All the users logs history can be accessed in Reports on admin panel.
The Only Tool You’ll Ever Need
No matter the size of your company, all sales representatives have a common goal, the desire to be a top performer. Ezcrm is packed with numerous exciting features. One of the best crm software can assist you in achieving your desired objectives impressively.
Reporting and Analysis
EZCRM software allows users to utilize powerful reporting and analysis capabilities to keep track of acquisition rates, conversion statistics, close ratios, and other vital metrics.
Android application
EZCRM software comes with a free android application for the users. Users can perform different functions from android application which they can perform from web-application.
Multi Location Access
Another good feature of the product is the accessibility of the same data from multiple locations. Your team spread across cities can log in to the system and work simultaneously.
Cloud Based Solution
The solution is completely cloud-based, accessible through the web. This means you don’t have to purchase any expensive hardware to start using the EZCRM software. This makes the software highly affordable for all segments.
Total Control On Data
We have a simple philosophy, it’s your data and you are the owner of it. You have total control of your data. Whenever you find another software better/cheaper/easier than EZCRM; you can download your complete data within minutes, without any help from our side.
Contact us form
- Generate lead from your company contact us form to your account.
- Get your company customize contact us form with EZCRM.
- Enable/disable your product on contact us form.
Create Whatsapp, SMS, Email Template
The system provides functionality to use unlimited sets of SMTP clients and unlimited emails to send your email campaigns
Create Live Meeting
EZCRM provides an online meeting functionality too, which enables you to directly have a video or audio call with your customer without using any third-party application.
Multiple Reports
Follow Up Report, Status Wise Report, Agents Wise Report, Notification Report, Sales Report, Financial Report, etc.