Activity monitoring

EASE CRM & SALES integrates every step of the Sales operations, from pre-sales, post sales and marketing activities. You can generate reports of your team’s daily productivity to create more efficient and effective business processes.

Activity monitoring

All the unstructured document and data are managed and digitalized by EASE CRM & SALES. Large variety of document formats and versions are supported and also provides searching capabilities and extensive access control to customer data with option to Import / Export on MS EXCEL.

Customer Profile

Organize all info associated with your customer by creating customer profile. View all service tickets, order, interaction, etc. With easy access to previous conversations, customer feedback, customer requirements and develop new ways to convert leads into happy customer relationships.

Alerts

With integrated E-mail and SMS tools, you can set automated alerts for your sales team for scheduled / pending follow-ups, send information to customers, Send Birthday and anniversary greetings to your existing customers and much more.

Targets

With multi hierarchy access, assign sales targets to your team and monitor performance.

Calendar

Manage your schedule with ease on a daily, weekly or monthly basis. Track upcoming events and set reminders.

Third Party Integrations

Integrate with your existing or other 3rd party tools to access and manage all operations on one platform.