Ezzy Features

Contact, Lead & Account Management

EzzyCRM Contact Lead Account Management

Manage the entire sales cycle from tracking sales leads to managing account and individual contacts & deal details all in one place

Visual Dashboard & Multiple Sales Pipelines

See all your leads in various stages visually with drag & drop feature to move leads to different stages.

Create unlimited sales pipelines with custom stages for better reporting and tracking. 


Mobile App

EzzyCRM Mobile App

Use EzzyCRM on the go on your mobile and easily maintain all your sales details without needing to use your PC

Connect/Integrate With More Than 3000 Apps

EzzyCRM is now on Zapier! Connect/Integrate with more than 3000 apps through Zapier. Integrate with Whatsapp, Facebook, Gmail, Google sheets, Slack, Dropbox and many more

EzzyCRM Zapier App

Data Import & Export

EzzyCRM Import And Export

Easily import your data from a spreadsheet or migrate from another CRM

Track GPS Location & Call Log Of Field Reps

Track GPS location in real time of field reps every time they update a deal. Also track calls made from CRM.

EzzyCRM GPS Call Log

FREE Chatbot


Setup conversational bot, which can converse with your users in real-time to book meetings, qualify visitors & more which directly creates a lead in the appropriate pipeline for each conversation. 

Use this next generation Ezzy chat bot anywhere you have a web presence.

No Code Landing Page Builder

Create leads directly into EzzyCRM from any source like your website, google ads, FB ads & social media ads

EzzyCRM Landing Page

Role Based Access & Security


Give role-based access by pipeline to control who has access to your data.

We use strong SSL encryption and all your identifiable data is stored in encrypted format in our database so no one except you has access to your data.

Email Workflow for Automated Follow-ups

Setup automated follow-up’s with pre-defined email templates so you never miss a follow-up

EzzyCRM Email WorkFlow

Auto Link Deal Email

EzzyCRM Auto Link Email

Automatically link all email discussions with you clients for each deal with a unique email ID created for each deal, which can capture and show all email conversations directly in EzzyCRM.

Custom Fields & Link Emails To Deals

Add custom fields to capture deal data as per your requirements.

Automatically capture all email discussions with you clients directly in EzzyCRM. So all details including emails for your leads is in one place.


Create Products & Invoices

EzzyCRM Product And Invoice

Pre-define products and categories and add them in deals to generate quotes. Create professional invoices to send to your customers.

Ezzy Reports To Get The Big Picture

See how many deals your salespeople win or lose and why and which accounts bring the most revenue

Track custom sales activities like emails, meetings, calls or events to find your team’s winning patterns


Automated Reminders & Follow-up


Setup reminders for yourself or your team so you never miss a follow-up

Save time and setup automated personalized email follow-ups using email templates

Get more sales with less work

EzzyCRM makes it ezzy to streamline, grow, report and highlight leads with more potential, so your sales team can spend their effort and time on the right leads.

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Features: Ezzy Chat Bot, Reminders & Follow-up Automation, Visual Dashboard & Multiple Sales Pipelines, Ezzy Reports, Custom Fields & Link Emails To Deals, Role Based Access & Security.

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