Lead Management

Create, Capture and Manage leads from different sources. Follow them with auto reminders and task reminders.
Close the deal faster.

Customer Management

Manage the customer’s history with real time insights and one click export feature. Never miss a single data of your customer. Welcome them with your CRM.

Employee Management

Create and Manage your employees with different level of persmissions and access. Track their timesheets and key performance indicators.

Project Management

Manage the projects and its status with real time insights. Include tasks, files, discussions, timesheets and get the complete project analysis reports.

Smart Planner

Plan your project’s budget and analyse the profit loss ratio of your project in every instance and every category. Get real time insights about the project financial status.

Expense Management

Manage your project wise and category wise expenses with live tracking of project’s financial status. Anaylse the expenses with a detailed report and graphical insights.

Daily Progress Report

Let your field workers and employees generate DPR through thier login and you can have a live tracking of daily progress of the projects and tasks with pdf export.

Sales Management

Manage your quotations, estimates and invoices with auto reminders, auto tracking and hassle free finance management. Focus on revenue by the right sale management tool.

Customer Interface

Provide an interface for your customers. Let them track their projects and tasks from their portal. Never let them wait for their files. Just login and let them access what they want.

Auto Updates

EezyCRM provides auto updates for your customers regarding tasks, projects, payments, tickets and other related activities. Update your customers instantly.

Finance Management

Manage your customers finance and statements in a very ease of manner and track your customer’s statement report at any time period. Export as PDF in a single click

Activity Log

Track the activity log of your leads, projects, tasks, employee activities and all operations in every instance. Tracking becomes easy with EezyCRM.

File Management

Manage all your files and documents of customers and projects separately and manage it with ease. Let your customers access it anywhere anytime.

HR Management

Manage your employees timesheets, attendance, payroll and payslips. Activity log of your employees with sign in and sign off records.

Report Management

Manage all reports based on Sales, Payments, Customers, Leads, Projects, Tasks, Employee performance and other operations. Enjoy one click download feature

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