Sales CRM Software
Your Sales Team Has Enough to Chase. Leads Shouldn't Be One of Them.
From the first enquiry to the final quotation, manage leads, contacts, follow-ups and your entire sales pipeline in one CRM. Less time tracking and more time selling.
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Lead Management & Sales Pipeline
A Lead Comes In.What Happens Next Shouldn't Be a Guess.
A lead from LinkedIn needs a different conversation from a referral, an enquiry for one product may need different questions from an enquiry for another and every lead needs someone responsible for moving it forward.
EAZY CRM helps you capture enquiries from connected sources, qualify them using relevant questions, assign them through defined rules and track their progress through your sales pipeline.
Step 1: Capture Leads
Bring enquiries from ads, websites, marketplaces and other connected sources.
Step 2: Qualify What Matters
Ask relevant, product-specific questions with conditional forms.
Step 3: Assign With Rules
Route leads by territory, round-robin or your chosen assignment process.
Step 4: Move Deals Forward
Track pipeline stages, activities, follow-ups and next steps.
Contact, Activity & Quotation Management
The Next Conversation Shouldn't Start From Scratch.
When a prospect calls back, your salesperson should know what's already been discussed, which product they're interested in, what was promised and what needs to happen next.
Keep contacts, lead history, connected communications, sales activities and quotations together, so your team can pick up the conversation with context.
Know Who You're Talking To
Keep customer details, interactions and opportunities in one place.
Keep Every Follow-Up Accounted For
Track calls, meetings, tasks and upcoming sales activities.
Keep Quotations Connected to the Deal
Manage quotations alongside the relevant customer and sales opportunity.
Sales Performance & Customer Growth
Closing a Deal Is One Thing.Knowing Where Your Next One Could Come From Is Another.
Your sales data should tell you more than how many deals are open. Which lead sources are converting? Where are opportunities getting stuck? Which salespeople are meeting their targets? And which existing customers might be ready for another product?
EAZY CRM brings sales reporting, targets and customer opportunity management closer together, giving teams more context for their next move.
Sales Pipeline Analytics
Track lead sources, conversions, pipeline ageing and win-loss performance.
Sales Targets & Performance
Monitor revenue, activities, KPIs, targets and team performance.
Customer Footprints
Identify potential cross-sell, upsell and bundling opportunities.
Networking & Relationships
Manage important contacts, referrals and relationship reminders & follow-ups.
Frequently Asked Questions
What is sales CRM software?
Sales CRM software helps businesses manage leads, contacts, sales pipelines and activities. EAZY CRM also brings together quotations, performance tracking and customer growth capabilities.
How does EAZY CRM help with lead management?
Capture leads from connected sources, qualify them with configurable questionnaires, assign them using defined rules and track their progress through your sales pipeline.
Can EAZY CRM automate lead assignment and follow-ups?
Yes. EAZY CRM supports configurable lead assignment and workflow rules, including territory-based and round-robin assignment. Businesses can also configure activities and tasks around their sales processes.
Does EAZY CRM provide sales pipeline tracking and reporting?
Yes. EAZY CRM provides pipeline visibility and reporting across lead sources, opportunity stages, conversions, ageing and win-loss performance. Teams can also track relevant sales targets and KPIs.
Can EAZY CRM help us identify cross-selling and upselling opportunities?
EAZY CRM's Customer Footprint capability is designed to map existing customer-product relationships and help teams identify potential cross-selling, upselling and bundling opportunities.
