Our client with its rapidly expanding business base was looking for a CRM technology to enable them with prospect, customer and task manager - helping meticulous customer follow up, efficiently manage their fast-growing customer base, and improve their sales cycle.


Client Objective

With an increasing customer base, it was becoming exceedingly difficult to maintain cumbersome spreadsheets and various other manual processes pertaining to customers, prospects and task

The client realized they needed a consolidated, handy, foolproof CRM system which would provide precise and quick information access about each customer and the activities associated.

It was difficult for the business development and sales teams to access a clear, complete summary of customer information, assigning and scheduling tasks, data backup & restoration, email notifications, managing multiple dashboards, etc.


Client Requirement Details

ü   Unique username and password for users to access the CRM system


ü  Dashboard Features: Dashboard featuring a pie chart, which depicts the categories of tasks and their accomplishment status, viz., Incomplete, Complete, On Hold, etc. The primary admin can define the task menu, which can then be selected by individual users.


ü  Task Features: (A) When a user clicks on the sections of the pie chart, they will be directed to the Task Tab which will reflect the task type, task status, task assigned by and the person responsible for accomplishing the task, etc. (B) Adding a Task Assignment Adapter to edit and upgrade the task status, remarks, future course of action, etc.


Solution Offered by Businessezee

For developing a bespoke online CRM solution, the client trusted Businessezee. We could deliver the entire CRM project, right from the initial design, customization and maintaining the functional use to implementation, within a short space of 4 weeks. The CRM system runs on iPhone / iPad to better organize and mobilize the working of the client.


Main Features of the EzeeCRM Developed By Businessezee, Comprised

·       Manage Leads

Don't miss a single opportunity to engage with your audience

·       Sales conversion

Get in front of the people who want to buy from you at the right moment

·       CRM Data / File Storage

Keep your files/data at one place which is related to your customers

·       Contact Management

This feature allows you to organize your contacts into groups and into any context that you see fit.

·       Sales & Opportunity

Users can view statistics in a highly visual, engaging perspective using customized reports and dashboards.

·       Reports

A robust report builder module with ability to create Graphical and Rows & Columns reports of any modules in EzeeCRM.

·       Emails

You now gain all of the automation and the organization of a dedicated email client inside of your CRM user interface.

·       Chat / SMS

You can Chat, SMS with customers, employees, partners and provide customer support from the UI directly.

·       Workflows

Critique of lines of workflow. A good program will be able to tell the difference between a good and bad workflow.

·       Territory Management

Organize leads lists by geographic location and assign to respective sales representatives.

·       Call Centre

Control your call centre from your CRM UI and integrate any third party program into a single platform.

·       Dashboards

The UI of the program is flexible enough to accommodate the visual perspective of everything including the home screen. Layouts can also be changed.

·       Mobile App

Manage all the customers activities on your fingertips using mobile CRM. Users can also receive valuable alerts about a CRM being managed from a central location on a mobile device.

·       Sales Force Automation

Your CRM platform has the ability to automate certain aspects of your sales including outgoing calls, follow up campaigns and the organization of data for more effective campaigns.

·       Configurable CRM Platform

Now Configure the CRM as per business requirements and flow. User can configure Forms, Fields, Views, Templates, Product Logo, Reports, Dashboards and many more.




Within a very short time, Businessezee could develop the CRM Solution in sync with the key objectives set by the client. EzeeCRM is a powerful CRM system that allows user to efficiently manage their clients and activities and assign/manage tasks and generate powerful reports and display data graphically.

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