Because, you can now focus on what matters and
do what you do best. Build relationships and sell.
We work hard, so you do exceedingly well.
Our customers love us for the thought we have put into helping with their work.
By assisting you with jobs to be done (#jtbd), ezTask.io turns a small step of getting organized into a huge step towards growing your business. Experience a seamless transition to a platform that adapts to your business processes, blends perfectly with your organization, and elevates your outcomes.
A multitude of features that make contacts and lead capture a cinch, yet light weight with all your data secure in the cloud
Configure your business easily and flexibly. Adapt the system to your business and capture your processes.
Hosted in the cloud, quick access at your fingertips, and scalable to your needs
Experience the efficiency with an intuitive, uncluttered interface
Nearly two thirds (64.8%) of reps’ time on average is spent in non revenue -generating activities
Only 18 % of sales reps’ time is spent using their customer relationship management system
Only 28% of sales reps follow a structured time management system
We recognize and understand that all that the sales teams want to do is FOCUS ON SALES
Immediately cut down more than 30% of time in your sales cycles that is otherwise spent on non-revenue generating activities
Focus on nurturing leads, communication and building relationships
Capture leads with web forms and ML automatically to your CRM, scan business cards, sync contacts, capture summaries with speech to text and more…
Add more sales team without increasing the headcount
Stop chasing dead leads. Keep your pipeline healthy. Focus on nurturing active leads. Grow conversions. Grow revenue.
Experience what it is to stay on top of business status in real time
With minimum oversight, easily cut down a huge amount of overheads of CRM updates. The system maintains data and updates realtime and frees up time to focus on sales and revenue.
Learn more
While we know our clients are raving about this easy to use system with its clean interface and stellar efficiency building features for the sales team, let us also hear directly from them.
Since we have started using ezTask.io, all data is in one place and streamlined. Simply hassle-free lead capture, especially web forms integration could stop loss of precious leads that would at times be missed among other emails.
The amazing transformation with ezTask is the simplicity with which everyone is using the application. The result is that we have a single view on everything that is going on in the business.
Continue to build a perpetually stronger sales pipeline
See your business explode over time
Enquiry Management
Lead Management
Customizable Pipeline
Contacts Management
Products management
Communication & Activity Tracking
Email, Call & Telephony Integration
Calendar, Activity Management and Notifications
File Attachments to Email
Enable / Disable Call Logging
Repository Storage – 3GB
Reporting – 5 Reports
Identify Nearby Leads
Import and Export Leads
Tag a Lead
Lead Custom Fields
Customizable Pipelines – 3
Merge Duplicate Contacts
Scan a business card to capture contact
Product Custom Fields
Notes: Speech to text conversion
Admin Function
Leads, Contacts, Documents – visibility controls
Repository Storage – 5GB with privacy settings
Reporting – same
Clone a Lead
Customizable Pipelines – 5
Email Filters for Enquiry / Lead Capture
Enquiry / Lead Capture from Webforms
Assign Contacts from one Sales Rep to Another
Attach Documents to Products
Manage Web Forms*
Track Email Opens
Email Templates
Calendar Sync (Outlook & Google)
Repository Storage – 15GB with privacy settings
Additional Reports – 5
Your data is totally encrypted and secure in the cloud and no one except you and your authorised, named licensed users of the application have access to your data in the ezTask.io CRM database.
Yes. ezTask.io is made keeping practicality in mind so you can easily capture all your tasks and activities even post-facto and generate the required performance reports.
Yes. ezTask.io team will be happy to develop custom reports at a reasonable price, as long as data is already captured in the application.
Definitely! ezTask.io allows you to view your leads statistics by various parameters. For visual identification of leads that need closer monitoring and swift responses, in short the most lucrative or potentially valuable opportunities, leads can be appropriately tagged. For more information on tagging, you can refer to our help documentation.
Yes, you can. Infact, that is a key feature of ezTask.io. However, at any point in time, you can login to web app and one mobile app only.
Every licensed user of ezTask.io subscription will potentially have access to the repository provided in the application. With permission groups, the admin can control access levels. For more details on using the repository, you can find more guidance in our help documentation.
The repository is a valued feature of ezTask.io. It allows you to manage your quotes, sales orders, and document templates online. You can set up appropriate folders / folder structures and access levels for your sales teams and support or back-office teams. We also recommend referring to our blog article on ‘Repository Management’ for best practices for folder structures.
The subscriber will receive an email notifying them, when the resource utilization has reached 90% of the capacity, so you can proactively upgrade your plan. For any reason, if the capacity goes over the subscribed package limits, you will be able to write to support@ezTask.io to reinstate access after requesting the necessary upgrade.
Yes, ezTask.io helps set, manage, and report on sales targets.
Your contacts, prospects and your sales office on the go!
Get fresh updates of exciting new features that we have planned for you, our valued customers, and interesting developments in the world of sales and sales management that we are curious to learn, imbibe, and share.
