Our lead management process with different roles and methods will help you to minimize time and resources.
Cloud based task manager would help you to manage your tasks.
Real time dashboard and automatic escalations. Get reports that matter to you both on Excel as well as mobile.
User can upload documents - any format and control visibility of document - who can view, edit.
Invoice Management module allows you to automate your invoicement management process and generate invoices for your lead.
In-built smart location based attendance management system will help you to measure the attendance accurately.
Our GPS based real time location tracking will help you to locate customer location easily.
Our AI bot framework,eZilly, will help you better customer interaction and generate better quality leads.
Our eMail plugin for gmail and outlook will help you directly interact with Leads from your inbox.
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CRM tools available in the market are not customizable and we stopped using one of top CRM tool. Then we came across ezTask CRM, a fully customized solution for financial sector. The team is too agile to implement based on our requirement.
We were using another product, initially we were very much reluctant but after integration with our CRM, we found it very efficient.
We are a training company and we were looking for a lead management system that would help us for task management too. They have a task management mobile app ezTask personal, which helped us a lot to manage our day to day schedules. Its collaborative task management is used by us to manage our team training.