Software — EZ CRM
Follow-up for businesses that sell on relationships.
Quotes, recovery calls and customer balances in one place, so nothing depends on someone remembering to chase it.
Who it’s for
EZ CRM is built for businesses that sell on relationships and credit rather than pure walk-in cash sales — wholesalers extending party-wise credit, contractors quoting jobs, distributors managing repeat accounts. If your current system for this is a notebook, a set of WhatsApp threads and whoever remembers to make the call, this replaces all three with one record per customer. It isn't built as a marketing or email-campaign tool — if that's what you need, this isn't it.
What it does
Every quote tracked from send to close
See exactly which quotes are sitting unanswered, which were rejected and why, and which are about to become an invoice — instead of guessing from memory.
A recovery call before an account goes cold
Outstanding balances are ranked by how overdue they are, so the call to chase payment happens at 30 days, not after the account's gone quiet at 90.
One view of what a customer owes, everywhere
Every invoice, payment and outstanding balance for a customer sits on one record — no adding up three different ledger pages to get an answer.
Quotes become invoices without retyping
Convert an accepted quote straight into an EZ Books invoice in one step, with the same line items, so nothing gets mistyped on the way through.
Follow-ups that don't rely on memory
Set a next-contact date on any deal or account and it surfaces on your list that day — nothing depends on a salesperson's own diary.
See which customers are actually worth the effort
Order history and payment behaviour sit together, so it's clear which accounts are profitable and reliable, and which are costing more in chasing than they're worth.
A handover that doesn't lose the context
Every call, quote and note is logged against the customer, so if a salesperson leaves, whoever takes over isn't starting from zero.
See it in context
Lead
2Metro Mart — 3 branches
Al-Falah Traders
Rs 73,000.00/mo
Qualified
2Bismillah Bakers
Chaudhry Auto Parts
Rs 40,500.00/mo
Quote sent
1Zaman Wholesale
Rs 62,000.00/mo
Won
1Green Valley Restaurant
Rs 34,000.00/mo
Integrations
- EZ Books
- Accepted quotes become invoices directly, and payments recorded there show up on the customer's CRM record.
- EZ POS
- A customer's till purchase history feeds their CRM record automatically, if you tie the sale to an account.
- EZ ERP
- Current stock is visible while you're building a quote, so you're not promising something that isn't there.
What you’ll need
- No dedicated hardware — runs in any browser, desktop or mobile
- Works from a phone for staff who are out visiting customers, not at a desk
Pricing
Priced per user, per month. Team size and whether you're also running EZ Books or EZ POS both affect the number — see Pricing, or ask on a demo call.
See what drives the price →Getting started
- 01
Customer list import
Your existing customer and balance data is imported and checked against your last statements before anyone starts using it live.
2–3 business days
- 02
Pipeline and follow-up rules set up
We set your quote stages and the overdue thresholds that trigger a recovery call, matched to how your business actually collects.
1–2 days
- 03
Sales team training
Whoever handles quotes and follow-ups works through real accounts until logging a call is faster than not logging one.
Half a day
- 04
Go live
We check back after the first month to see whether the overdue thresholds and pipeline stages still fit how you actually sell.
Ongoing, reviewed at 30 days
Questions
See EZ CRM running before you decide
Bring your own numbers — we'll show you exactly how it looks for a business your size.