Run Enquiry-To-PO Without Losing A Single Lead
Capture B2B enquiries from IndiaMART, JustDial, Facebook and your website, route them to the right sales rep, quote with correct GST/HSN codes, and see the whole pipeline on one dashboard.
Capture leads from every channel your buyers use
Where B2B sales teams lose deals today
Manual spreadsheets and scattered WhatsApp chats mean IndiaMART and JustDial leads slip through the cracks.
IndiaMART and JustDial leads sit in email
A portal enquiry lands and sits in an inbox for hours before anyone owns it.
No visibility into rep follow-up
Sales managers can’t tell which rep called which lead or how many quotations are actually out.
GST/HSN quotes typed manually
Cost-sheet and PO-ready quotations get typed manually for every enquiry, every time.
Dealer broadcasts go untracked
Festival and new-catalogue WhatsApp blasts to the dealer network go out with no way to see who replied.
Repeat-buyer history scattered
Purchase history and preferences live in a rep’s notebook, not a shared system.
Monthly review eats a full day
Pulling every rep’s numbers from separate registers before a sales review takes hours.
What changes with EZCRM
Built for how B2B sales teams actually sell
Every module below is live in EZCRM today.
Lead Management & round-robin routing
Enquiries from IndiaMART, JustDial, Facebook and your website drop into a shared inbox and auto-assign to the next free rep — no lead sits unclaimed.
WhatsApp on the official Meta Business API
Send price lists, dealer broadcasts and payment reminders from a shared team inbox, fully compliant — not a personal number that leaves with the rep.
Quotations & Finance with GST built in
Generate cost-sheet quotations with correct HSN/SAC codes in a couple of clicks instead of a spreadsheet template someone has to remember to update.
Dashboard & Analytics
See every rep’s pipeline, quotation conversion and order status on one live dashboard.
From enquiry to PO in five steps
1. Capture
IndiaMART, JustDial, Facebook and website enquiries land in EZCRM in seconds.
2. Auto-assign
Round-robin routing hands the lead to the next available rep.
3. WhatsApp follow-up
Rep shares price list and specs from the shared inbox.
4. GST/HSN quotation
Generate a PO-ready, GST-correct cost sheet in minutes.
5. Review on the dashboard
Managers see pipeline and order status live — no manual roll-up.
“The WhatsApp inbox changed how we sell. Broadcast to 3,000 old customers before Diwali, per-recipient read receipts, and the drip answered price queries at midnight. Best season we have had.”
“Earlier, IndiaMART leads sat in email till evening. Now my telecaller’s phone rings the second an enquiry comes. We closed two orders last month purely because we called first.”
Frequently asked questions
Can EZCRM capture enquiries straight from our website and Facebook?
Yes — EZCRM captures leads from Facebook Lead Ads, IndiaMART, JustDial and inbound webhooks out of the box, so enquiries that forward to email or a webhook flow straight into the same shared inbox as your other channels.
Does WhatsApp messaging use my own business number?
Yes — EZCRM connects to the official Meta WhatsApp Business API, so messages send from your own verified business number through a shared team inbox, not a personal phone.
Can quotations include GST and HSN/SAC codes automatically?
Yes, the Quotations & Finance module supports HSN/SAC codes so cost sheets come out GST-compliant and PO-ready without manual entry.
How fast can our team get started?
EZCRM offers a 30-day full-feature trial and a free-forever plan for small teams, so your team can be capturing and following up on leads the same day.
What does it cost for a small team?
Plans start at ₹1,667/month for a single user, with a Pro plan at ₹3,334/month for 5 users (₹30,000/year) — see the full breakdown on the Pricing page.
Stop losing B2B leads to slow follow-up
Join 500+ teams running their sales floor on EZCRM.