Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
EAZY CRM is a cloud-enabled customer relationship management platform built to simplify sales, service, and customer engagement processes through a single connected system.
The solution helps businesses organize and manage leads, opportunities, follow-ups, and customer interactions with greater efficiency through structured workflows and real-time activity monitoring.
It also supports operational processes such as quotation handling, expense and reimbursement tracking, approval management, and sales coordination, helping teams maintain better process visibility and control.
For after-sales operations, EAZY CRM includes customer support tools like service ticket management, AMC monitoring, and issue resolution workflows to improve customer experience and response times.
With live dashboards, performance tracking, and complete customer insights, businesses can make informed decisions while improving productivity across sales and service teams.
Integrated with ERP and DMS platforms, EAZY CRM creates a connected ecosystem that aligns pre-sales, sales, and post-sales activities while reducing operational gaps between departments.
Description
Innovative technology designed to streamline post-sale support, offering a centralized and secure platform for managing and reporting all your life insurance and annuities information efficiently. This comprehensive system enhances ease of use while ensuring data integrity and accessibility.
API Access
Has API
No
API Access
Has API
No
Integrations
Chatlayer by Sinch
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
Yes
Mac
No
Linux
No
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
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Eazy ERP Technologies Pvt Ltd
Founded
2007
Country
India
Website
www.eazycrm.in/
Vendor Details
Company Name
Proformex
Founded
2016
Country
United States
Website
www.proformex.com
Product Features
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
No
Lead Scoring
No
Marketing Automation Integration
No
Mobile Access
Yes
Quotes / Proposals
No
Segmentation
Yes
Social Media Integration
No
Task Management
Yes
Territory Management
Yes
Product Features
Insurance Agency Management
Claims Management
No
Commission Management
No
Contact Management
Yes
Document Management
Yes
Insurance Rating
No
Life & Health
No
Policy Management
No
Property & Casualty
No
Quote Management
Yes
Insurance Policy
Cancellation Tracking
Yes
Claims Tracking
No
Policy Generation
No
Policy Issuance
No
Policy Processing
No
Quotes / Estimates
Yes
Rating Engine
No
Reinstatement Tracking
No
Reinsurance Administration
No
Renewal Management
Yes
Underwriting Management
No