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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Maintain a comprehensive repository of external organizations that includes customers, potential sales leads, vendors, and various other entities. Ensure that individual contacts are documented for each organization and schedule as well as monitor all related activities for these contacts. Oversee all sales opportunities associated with both current clients and potential prospects. The records should encompass entities that have engaged in communication, which may consist of existing customers, prospective clients, current vendors, potential suppliers, or any organization requiring ongoing communication. Additionally, it is essential to track every sales opportunity in order to analyze and efficiently report on the sales processes for individual salespeople and the company as a whole. Keep detailed information about the origin of leads being pursued to assess where marketing resources should be allocated most effectively. Furthermore, maintain an overview of the current status of every opportunity, including anticipated closing dates, to facilitate timely follow-ups and strategic planning. This systematic approach is crucial for driving sales success and ensuring effective relationship management across all external interactions.

Description

ezeeCRM enhances your sales experience, ensuring a smooth transition from the initial greeting to a successful deal closure through automated processes. Seize every opportunity to connect with potential buyers right when they are ready to engage. Keep all customer-related documents and information centralized, allowing for easy organization of your contacts into relevant groups and categories. Users can access visually appealing and interactive reports and dashboards tailored to their needs, utilizing a powerful report builder that enables the creation of both graphical and tabular reports across various modules in ezeeCRM. Moreover, you benefit from the efficiency and organizational capabilities of a dedicated email client seamlessly integrated within your CRM interface, enabling you to communicate via chat or SMS with customers, colleagues, and partners, while also providing customer support directly through the platform. This comprehensive tool not only boosts sales but also cultivates lasting relationships with your clientele, making it an invaluable asset for any business.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Facebook No 
GoldMine CRM Yes 
Google Drive No 
HubSpot CRM No 
HubSpot Customer Platform No 
LinkedIn No 
Mailchimp No 
Microsoft Excel No 
SQL Server Yes 
X (Twitter) No 

Integrations

Facebook Yes 
GoldMine CRM No 
Google Drive Yes 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
LinkedIn Yes 
Mailchimp Yes 
Microsoft Excel Yes 
SQL Server No 
X (Twitter) Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$8.20 per month
Billed annually
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Customer Support

Business Hours No 
Live Rep (24/7) Yes 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Accura Software

Founded

1994

Country

United States

Website

www.accurasoft.com/comp_contact_manager.htm

Vendor Details

Company Name

Buzinessezee

Founded

2017

Country

India

Website

businessezee.com/ezeecrm

Product Features

Contact Management

Activity Management Yes 
Appointment Management No 
Contact Database Yes 
Contact History Yes 
Contact Import/Export No 
Customer Pipeline No 
Email Marketing No 
Group Management No 
Interaction Tracking Yes 
Lead Management Yes 
Prospecting Tools No 
Sales Pipeline Management Yes 
Search / Filter No 
Segmentation Yes 
Shared Contacts No 
Social Media Integration No 

Sales Force Automation

Call Management No 
Campaign Management No 
Channel Management No 
Commission Management No 
Contact Management No 
Contract Management No 
Customer Database No 
Email Marketing No 
Field Sales Management No 
Lead Management No 
Opportunity Management No 
Performance Metrics No 
Proposal Generation No 
Referral Tracking No 
Sales Forecasting No 
Territory Management No 

Product Features

CRM

Calendar/Reminder System Yes 
Call Logging Yes 
Document Storage Yes 
Email Marketing Yes 
Internal Chat Integration Yes 
Lead Scoring Yes 
Marketing Automation Integration Yes 
Mobile Access Yes 
Quotes / Proposals Yes 
Segmentation Yes 
Social Media Integration Yes 
Task Management Yes 
Territory Management Yes 

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