Service Providers

Service Providers

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.

Task Management

Create and assign tasks to your employees and track them. Let your employees know the due date and priority of the scheduled tasks & achieve the milestones.

Sales Management

Create and manage quotations, invoices, and record payments. Have a easy track on your invoices and payments. Be hassle free and increase your sales.

Support Management

Allow your clients to raise tickets and get your support 24/7. Be responsive through EezyCRM and get your customer staisfied.

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.

Activity Log

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

Auto Updates

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

Auto Reminders

EezyCRM provides auto reminders for your customers and employees regarding overdue invoices, pending tasks, quotation expiry, recurring invoices.

HR Management

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

Expense Management

Manage your expenses category wise and have a real time insight of all expenses ion various categories with graphical user interface. Track Income vs Expenses ratio.

Report Management

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

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.

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