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Updates


Here’s a list describing why EZCRM is smarter than others
We believe in growing constantly, checkout what is new this month?

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October 2020

  1. Agent Will get a notification on Andriod App on Lead Assignment.
  2. Start Your Lead Integration with Housing.com in EZCRM.
  3. Start Lead Integration of 99Acres in EZCRM.
  4. Enhancement in an auto lead assignment.
  5. Manage all notification template under one roof in the master settings.
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September 2020

  1. Facebook page and ad id column has been added in master products.
  2. The lead status color has been shown in the master status.
  3. Manage additional fields of the quotation from quotation management.
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August 2020

  1. Update auto lead assignment configuration form the master setting.
  2. Enable default and manual greeting email templates.
  3. Assign product-wise greeting and manual email templates.
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July 2020

  1. Start your IndiaMart and TradeIndia lead integration from the panel itself in master data. 
  2. Enable/disable the bom link of segregate category in quotation footer from the master setting.  
  3. Cancel Button is added for future follow-up.
  4. Lead integration with Trade India. 
  5. Create/Setup your company contact us page in master settings. 
  6.  Enable/disable your product on the contact us page from master setting.  
  7. Google Captcha Enabled on contact us form.  
  8. A panel is added for those Lead whose followup still pending on dashboard.
  9. Manage Agent wise max discount on quotation.
  10. Get your ticket management portal from the panel itself.
  11. Maintain ticket portal Term & condition from the configuration in ticket management. 
  12. Manage follow-up on priority basis with separate reports and past follow-up.  
  13. Segregate the price of any category in quotation by just enabling bom measurement from the master category section.
  14. A separate bom link will be generated in the footer section of quote for the segregate category.
  15. Enable/disable functionality for greeting emails.
  16. Greeting email will be sent after lead assignment with reply to email of lead assigned agent.
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June 2020

  1. Get the latest version of all your quotes in the quote list section.
  2. Create or edit email templates for your greeting emails.
  3. Generate your Company email domain with sender id and Nickname from the master setting.
  4. Maintain email subject and reply to email id from master setting.
  5. Enable additional customized columns for quote creation.
  6. Attach a file with information and add leads.
  7. Get complete lead information via push notification in android app.
  8. Enable any one SMTP details for your mail.
  9. Quotation management module is added.
  10. Generate multiple versions of the same quotation using the edit quote feature.
  11. Copy your existing quotation for another client using the copy quote feature.
  12. In the Android app a new panel is created for lead follow-up details.
  13. Enable/Disable of data export functionality agent wise
  14. Reminder Notification in Android App.
  15. Automation of Lead assignment Product wise, State wise or in Round robin.
  16. Get a meeting invitation link and share with an external user to join the conference call.
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May 2020

  1. Start lead Integration with IndiaMart.
  2. Manage your contact details in the Android app and convert into lead any time.
  3. Customize greeting email for your all new leads.
  4. Allocate product wise SMS and WhatsApp templates.
  5. Get Product wise lead from multiple pages in Facebook lead integration.
  6. Generate an analytics report of your leads for any period.
  7. Enable default Sms/Email template.
  8. Create a live Video conference meeting with any of your agents.
  9. Generate multiple statistics reports on the dashboard.
  10. Generate leads in an Android app via scanning of visiting cards.
  11. Configure multiple SMTP details for your emails.