Give Every Agent One Screen For Leads, Calls And Follow-Up
Capture leads from every channel into a shared queue, route them round-robin to the next free agent, follow up on the official WhatsApp Business API, and watch agent-wise conversion live.
Capture leads from every channel that feeds your queue
Where call center teams lose leads today
Manual spreadsheets and personal WhatsApp numbers mean follow-ups slip through the cracks and supervisors fly blind.
Leads pile up before anyone claims them
A fresh enquiry lands in a shared inbox and sits there until an agent happens to notice it.
No visibility into agent follow-up
Supervisors can’t tell which agent called which lead or how many are still open.
Quotes typed fresh for every call
Client quotations and estimates get typed manually for every call, with no shared template.
Outbound campaigns go untracked
WhatsApp campaigns sent from personal numbers with no read-receipt tracking or compliance record.
Agent handoffs lose context
Notes and history live in a personal phone or scratch pad, so a shift handover starts from zero.
Shift-end reviews take too long
Pulling every agent’s numbers from separate registers before a shift review takes real time.
What changes with EZCRM
Built for how call center teams actually work
Every module below is live in EZCRM today.
Lead Management & round-robin routing
Leads from every channel drop into a shared queue and auto-assign to the next free agent — no lead sits unclaimed.
WhatsApp on the official Meta Business API
Follow up and confirm details from a shared team inbox, fully compliant — not a personal number that leaves with the agent.
Ticketing & Support
Log every call outcome and open issue against the contact record, so the next agent has full context instantly.
Dashboard & Analytics
See every agent’s queue, call outcomes and conversion on one live dashboard.
From lead to closed call in five steps
1. Capture
Leads from every connected channel land in EZCRM in seconds.
2. Auto-assign
Round-robin routing hands the lead to the next available agent.
3. Call & WhatsApp follow-up
Agent calls and follows up from the shared WhatsApp inbox.
4. Log the outcome
Outcome and next steps are logged straight against the contact record.
5. Review on the dashboard
Supervisors see queue status and conversion live — no manual roll-up.
Join 500+ teams across India running their sales floor on EZCRM — from lead capture to WhatsApp follow-up to GST-correct quotations, all on one dashboard.
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 agents see a caller’s full history before picking up?
Yes — every call, WhatsApp message and ticket logs against the same contact record, so any agent can see the full history instantly.
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 callers to slow follow-up
Join 500+ teams running their sales floor on EZCRM.