Follow Up On Every Enquiry Before It Goes Cold
Capture leads for loans, insurance and investment products the moment they arrive, route them to the right advisor, and keep every follow-up on an official, compliant WhatsApp channel.
Capture leads from every channel your prospects use
Where financial services teams lose leads today
Manual spreadsheets and personal WhatsApp numbers mean follow-ups slip through the cracks — and advisor turnover takes client history with it.
Leads sit unclaimed for hours
A website or Facebook enquiry lands and nobody picks it up until the next working day.
No visibility into advisor follow-up
Managers can’t tell which advisor called which lead or how many proposals are actually out.
Proposals typed fresh every time
Service quotations get typed manually for every client, with no shared template or GST record.
Renewal reminders sent from personal numbers
Policy and premium renewal nudges go out from an advisor’s personal WhatsApp, with zero tracking or compliance record.
Client history scattered
Cross-sell opportunities get missed because a client’s history lives in one advisor’s notebook, not a shared system.
Monthly review eats a full day
Pulling every advisor’s numbers from separate sheets before a business review takes hours.
What changes with EZCRM
Built for how financial services teams actually sell
Every module below is live in EZCRM today.
Lead Management & round-robin routing
Enquiries from your website, Facebook and referral forms drop into a shared inbox and auto-assign to the next free advisor — no lead sits unclaimed.
WhatsApp on the official Meta Business API
Send document requests, proposal follow-ups and renewal reminders from a shared team inbox, fully compliant — not a personal number that leaves with the advisor.
Quotations & Finance with GST built in
Generate service 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 advisor’s pipeline, proposal conversion and renewal status on one live dashboard.
From enquiry to closed proposal in five steps
1. Capture
Website, Facebook and referral enquiries land in EZCRM in seconds.
2. Auto-assign
Round-robin routing hands the lead to the next available advisor.
3. WhatsApp follow-up
Advisor sends documents and proposal details from the shared inbox.
4. Proposal & quotation
Generate a GST-correct service quotation in minutes.
5. Review on the dashboard
Managers see pipeline 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 quotations include GST and HSN/SAC codes automatically?
Yes, the Quotations & Finance module supports HSN/SAC codes so proposals 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 to slow follow-up
Join 500+ teams running their sales floor on EZCRM.