No enquiry forgotten
Every opportunity has a stage, a value and a next step, and follow-ups become tasks that remind the person responsible.
CRM & projects
AvailableEvery opportunity followed up, and every contract renewed on time.
EaseDesk’s CRM keeps every opportunity on a pipeline from enquiry to quotation, keeps the people you have not sold to yet as leads in your Directory, gives every follow-up a task with a reminder, records contracts with renewal reminders, and lets you add your own fields to customers, documents and other records.
- 14 days free
- Up to 5 users
- No card or payment needed
- Then ₹490 a month + GST, billed yearly
What changes for you
From lead to customer in the same system
Turn an opportunity into a quotation and then an invoice without copying details. The first invoice makes the lead a customer.
Renewals on time
Contracts carry start and end dates, and reminders come before they lapse.
See it in EaseDesk
A real screen, from a sample company.
What is included
- Opportunities on a sales pipeline, from enquiry to quotation
- Follow-ups, calls, meetings and tasks with reminders
- Contracts with renewal reminders, and your own fields on any record
- Customer and vendor summary: what is owed, open bills, latest documents and tasks
- One timeline on every customer, vendor and document: emails, payments, calls, notes, comments and changes
- Comments with @mentions on any record; the people you mention are told at once
- Saved views: your own filters on every list, shared with the team if you like
- A form and a chat button for your own website: every message becomes a lead, given to the right person at once
- IndiaMART enquiries arrive as leads the moment they come in
- Leads shared out by your rules: by state, city or product, in turn, or to a bot
- One Inbox for website chats and customer requests, with replies by email
- Support tickets with numbers and service times, from your portal, your support email and phone calls
- JustDial and other lead emails turned into leads Coming soon
- Projects and timesheets, with billing from hours and profit per project
- Email and WhatsApp campaigns to your customers Coming soon
Questions
Can enquiries come in from my website?
Yes. Enquiries arrive as opportunities with a new lead if needed, and orders as draft quotations or invoices, through webhooks from your website or other tools.
Are tasks and reminders included?
Yes. Create tasks for yourself or your team with due dates and reminders, linked to customers, vendors and documents.
In the same system
- Sales & billing Professional invoices in seconds, and payments collected on time.
- GST compliance Returns prepared from your own data, without last-minute pressure.
- Counter billing (POS) Faster billing at the counter, and cash that matches at day end.
- Purchases & expenses Every purchase under control: what you ordered, what arrived and what you owe.
- Inventory & warehouses Know what is in which warehouse, what is running low and what is not moving.
- Manufacturing Know what went into each batch, and what it actually cost you.
Start free today. Then ₹490 a month.
Try every feature free for 14 days with up to 5 users. No card, no payment and nothing to install; import your customers and items from Excel and send your first invoice today.
- ₹0 to start: 14-day free trial
- ₹490 a month for the first user, billed yearly
- ₹290 a month for each additional user
- ₹0 for your CA’s login
Prices before GST. Nothing is charged unless you choose to subscribe.