Sales & CRM

Close more deals.
Track every rupee.

Easedesk CRM gives your sales team a unified pipeline, instant quotations, and full customer history — all tightly connected to invoicing, inventory, and finance.

GST-ready quotations IndiaMART sync WhatsApp alerts
Sales PipelineQ1 2026

Active Deals

84

₹2.4Cr pipeline

Leads This Month

143

+22% vs last month

Proposals Sent

31

12 awaiting reply

Won This Month

₹38L

17 deals closed

Top Deals

Mehta Industries
Proposal₹18L
Sunrise Textiles
Negotiation₹9.5L
Bharat Pumps
Trial Started₹6.2L
28%
Average increase in sales team conversion rate
Faster lead response with auto-assignment
Zero
Data entry between CRM and invoicing
100%
GST-compliant quotations, every time

Module features

Everything your sales team needs.

Sales Pipeline

Visualise every deal from lead to close with drag-and-drop Kanban boards and stage-wise forecasting.

  • Custom pipeline stages
  • Deal probability scoring
  • Revenue forecasting
  • Won/lost analysis

Accounts & Contacts

360° view of every customer — contact details, interaction history, open deals, and purchase records.

  • Company hierarchy mapping
  • Contact deduplication
  • Activity timeline
  • Linked invoices & orders

Lead Management

Capture leads from web forms, IndiaMART, and email. Auto-assign by territory or round-robin.

  • Web form & API capture
  • IndiaMART lead sync
  • Auto-assignment rules
  • Lead scoring & qualification

Quotations & Proposals

Create GST-compliant quotations in seconds. Convert to invoice with one click.

  • Product catalogue with HSN codes
  • GST auto-calculation
  • PDF generation & email
  • One-click invoice conversion

Reports & Analytics

Sales performance dashboards, rep leaderboards, and pipeline health reports in real time.

  • Rep-wise performance
  • Pipeline velocity
  • Win rate trends
  • Revenue by product / region

Automation & Workflows

Auto-send follow-up emails, trigger WhatsApp messages on deal stage change, and set task reminders.

  • Stage-based triggers
  • WhatsApp Business integration
  • Email sequences
  • Task auto-creation

"We replaced Zoho CRM and our custom Excel tracker with Easedesk CRM. The pipeline view alone saved our sales team 2 hours a day."

KM
Karan Malhotra
VP Sales, NovaTech Instruments

"The IndiaMART lead sync is a game changer. Leads come in and get assigned before the sales rep even knows there's a new inquiry."

PS
Priya Shetty
Sales Head, Greenleaf Exports

Ready to grow your sales?

Join hundreds of Indian businesses that have replaced fragmented CRM tools with Easedesk.

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