Sales & CRM
CRM in Easedesk — overview and key features
Learn what the CRM module in Easedesk ERP does, who it's for, and how to manage your pipeline for your Indian business.
Quick answer
The CRM module in Easedesk lets you manage your pipeline. Accounts + contacts, lead → opportunity stages, and activities (call/email/meet) — all in one place, designed for Indian SMEs.
What is the CRM module?
The CRM module in Easedesk ERP is built for Indian businesses that need to manage your pipeline without juggling spreadsheets or stitching together multiple tools. It is part of Easedesk's 50+ module unified platform.
It is included in every Easedesk subscription (subject to plan availability) and works out-of-the-box with sensible Indian defaults — INR currency, April–March fiscal year, GST-aware pricing, and Indian compliance.
Key features
CRM ships with the following capabilities:
- •Accounts + contacts
- •Lead → opportunity stages
- •Activities (call/email/meet)
- •Pipeline kanban
Who should use it?
Teams that your pipeline regularly will get the most value. Common users include sales reps, account managers and sales leadership.
Why teams choose Easedesk for this
Compared to standalone tools, Easedesk's CRM module gives you:
- •Never lose a lead
- •Forecast accuracy
- •Customer-360 view
Permissions required
Access to CRM is controlled by the Easedesk RBAC system. By default, the predefined roles that include access are typically Admin, Sales Manager and the Viewer role (read-only). Owners can edit role permissions in Settings → Users & Roles.
Frequently asked questions
What does the CRM module do in Easedesk?
Is CRM included in my Easedesk plan?
Who can access CRM?
Can CRM be disabled if my team doesn't need it?
Where does CRM data come from?
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