Quotation Management System

A quotation Management System allows all your companies profiles on different platforms to come into one and identify the lead and then you can move forward with the sales in production. A quote is like a fancy resume of your product that you show to your customers. You can manage all the things related to your products and generate a quote for the same in our software which helps you close the deal in a more efficient way. EZCRM provides you with the following features:

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Contact and impress your customers with quotations.

A quotation Management System allows all your companies profiles on different platforms to come into one and identify the lead and then you can move forward with the sales in production. A quote is like a fancy resume of your product that you show to your customers. You can manage all the things related to your products and generate a quote for the same in our software which helps you close the deal in a more efficient way. EZCRM provides you with:

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Terms & conditions

Create and manage multiple Customers specific terms and conditions. Which means creating different terms and conditions for different customers with EZCRM.

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Multiple version of quote

Create multiple versions of your quote in EZCRM. For instance, Generated quote, follow up, accepted, rejected and latest version of the quote is all displayed clearly in EZCRM.

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Manage item wise gst(%) and supply price

Managing GST % is not troublesome anymore! Supply price and gst % can be changed according to the products in EZCRM.

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Upload client requirement in EZCRM

Upload and Send your support file or client requirement file link in quotation.click on “create quotation”, scroll down and attach file client requirement effortlessly in EZCRM.

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Download quotations with or without price

Download quotations with or without price with your company signature. You can remove price per product and can only show final price as per your requirement in EZCRM.

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Use your single created quotes for different customers

Use your single created quotes with quote copy and edit functionality. Send the same quotes to different customers with the same requirements. Just edit a bit and send it to customers

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Agent wise max discount in quotations

Manage agent wise max discount in quotations. Fix a discount percentage for a particular agent. Beyond the fixed percentage, discount cannot be allowed.

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EZCRM Android Mobile Application

EZCRM comes with an android mobile application which is equipped with all the features and lets you do all the tasks from your phone from anywhere in the world. You get all the reminders on your phone and can check the status of your leads right there on your phone. Ours is the best CRM software in India.

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Track your customers lifecycle

Right from a website visitor to a sales-qualified lead, track your loyal customer with EZCRM.

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Lead Management

EZCRM provides a bird’s eye view of the leads and highlights which needs your immediate attention.

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Reporting

Attain accurate insights on sales performance with in-depth analytics. Get all sorts of reports with EZCRM.

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Automated Emails

Automate emails and nurture your customer’s requirements with EZCRM. Explore the right audience today!

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EZCRM in mobile

Log calls, respond to leads, meetings and analyze dashboards from your smartphone. EZCRM is in your pockets now!

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Connect with customers

Engage with your prospects and customers via Phone, Chat, or Email. EZCRM helps you connect your customers effortlessly.

Managing your customers doesn’t have to be hard.

Every business is racing towards increasing their numbers and a customer relationship management software helps you get there faster while avoiding any obstacles and hurdles. Managing customers can be a headache when you have manually input all the things and take care of each and everything on your own. EZCRM assists you in all these things while building personal and effective relationships with your customers which helps you serve them better and in turn increase your revenue!

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