Keep Every Client Relationship In The System, Not In Someone’s Phone
Capture enquiries from your website and referrals, assign them to the right consultant, quote every engagement with correct GST, and never lose a client relationship when a team member leaves.
Capture enquiries from every channel your clients use
Where consulting and services firms lose clients today
When client relationships live in one person’s phone, they walk out the door with that person.
Enquiries sit in a shared inbox
A referral or website enquiry lands and nobody claims it until someone happens to check.
No visibility into consultant follow-up
Partners can’t tell which consultant is following up on which prospect.
Engagement quotes typed fresh every time
Service quotations get typed manually for every client, with no shared template or GST record.
Client relationships live in personal WhatsApp
Conversations and history sit on a consultant’s personal phone — and leave with them.
Referral history scattered
Repeat-client and referral history live in notebooks, not a shared system.
Monthly billing review eats a full day
Pulling every consultant’s pipeline and billing numbers from separate sheets takes hours.
What changes with EZCRM
Built for how consulting teams actually retain clients
Every module below is live in EZCRM today.
Lead Management & round-robin routing
Enquiries from your website and referral forms drop into a shared inbox and auto-assign to the next free consultant — no lead sits unclaimed.
WhatsApp on the official Meta Business API
Every client conversation runs through a shared team inbox, fully compliant — not a personal number that leaves with the consultant.
Quotations & Finance with GST built in
Generate engagement 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 consultant’s pipeline, engagement conversion and billing status on one live dashboard.
From enquiry to signed engagement in five steps
1. Capture
Website and referral enquiries land in EZCRM in seconds.
2. Auto-assign
Round-robin routing hands the enquiry to the next available consultant.
3. WhatsApp follow-up
Consultant follows up from the shared inbox — not a personal number.
4. Engagement & quotation
Generate a GST-correct engagement quotation in minutes.
5. Review on the dashboard
Partners see pipeline and billing live — no manual roll-up.
“Three salesmen left in one year. Not one customer was lost, because every conversation and every quotation was in the system, not in their phones.”
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 engagement quotations include GST and HSN/SAC codes automatically?
Yes, the Quotations & Finance module supports HSN/SAC codes so engagement quotations come out GST-compliant 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 clients when staff leave
Join 500+ teams running their sales floor on EZCRM.