How can we help?

A quick tour of what TheEazy CXM does and how this documentation is organized.

How to sign in and enable 2FA to secure your account.

Understand the main dashboard, navigation, and where each module lives.

How plan tiers unlock features and what feature gating means.

Invite users one at a time with role, branch, and department.

Invite many users at once with shared role and branch defaults.

How roles and permissions control what each user can access.

Configure your business name, details, and branding.

Create and manage multiple branches under one account.

What leads are and how they flow through your pipeline.

Add a new lead and keep its details up to date.

Bring leads in from a CSV with field mapping.

Track where each lead sits in your process.

Automatically route leads to the right owner.

Score leads so your team focuses on the hottest ones.

Capture leads automatically from a website chat bot.

Route website form submissions straight into leads.

Promote a qualified lead into a deal or contact.

Read and reply to lead emails inside the CRM.

Manage opportunities through your sales pipeline.

Create deals and move them between stages.

Set up one or more pipelines for different sales motions.

Customize stages and rules for a pipeline.

Define the stages a deal passes through.

Assign win probability per stage for forecasting.

Bulk import deals from a spreadsheet.

Manage the people you do business with.

Create and maintain contact records.

Bulk import contacts from CSV.

See the full history of a contact.

Group contacts and deals under companies.

Create and maintain company records.

Bulk import companies from CSV.

Track to-dos across your team.

Create tasks and assign them to teammates.

Schedule and track meetings with prospects.

Book a meeting and notify attendees.

Connect Zoom to host meetings from the CRM.

Use the built-in video meeting tool.

Set and monitor sales goals.

Create goals and track progress.

Connect and configure email sending.

Compose and send email to contacts and leads.

Save and reuse email templates.

See when recipients open or click.

Send bulk email campaigns.

Build and launch an email campaign.

Measure campaign performance.

Automate multi-step email sequences.

Trigger campaigns from events.

Test subject lines and content.

Log and review calls.

Set up calling via PSTN or browser.

Use WhatsApp Business inside the CRM.

Connect your WhatsApp Business account.

Register your number with Cloud API.

Configure the WhatsApp webhook.

Send WhatsApp messages and templates.

Manage WhatsApp conversations.

Run WhatsApp broadcast campaigns.

Create and submit WhatsApp templates.

Start from common template patterns.

Save canned replies for fast responses.

Auto-respond based on triggers.

Build forms to capture leads.

Design a form with fields and validation.

Start from a form template.

Map form fields to lead fields.

View submissions and performance.

Share a form link or embed it.

Build landing pages (legacy module).

Create and edit a landing page.

Publish a landing page on your domain.

The new drag-and-drop page builder.

Compose a page from blocks.

Style desktop, tablet, and mobile.

Bind a CRM form to your page.

Publish to a public /p/:slug URL.

Set SEO meta and tracking pixels.

Test page variants.

Set up and run an A/B test.

Browse reusable templates.

Create and manage invoices.

Generate a customer invoice.

Customize invoice templates.

Automate repeat invoices.

Issue credit notes.

Record incoming payments.

Process sales returns.

Create quotations for customers.

Issue proforma invoices.

Create delivery challans.

Manage sales orders.

Fulfill sales orders.

Approve pending sales orders.

Issue a bill of supply.

Create SEZ invoices.

Create export invoices.

Configure-Price-Quote overview.

Build configurable quotes.

Route quotes for approval.

Reusable quote templates.

Define the quote lifecycle.

Convert a quote into an order.

Configure quote defaults.

Approve special pricing.

Manage pricing rules.

Manage discounts.

Create product bundles.

Define product configuration rules.

Record purchase invoices.

Create and manage POs.

Process purchase returns.

Raise purchase requisitions.

Match PO, receipt, and invoice.

Manage your vendors.

Manage your product catalog.

Organize your catalogue.

Group products into categories.

Define units of measure.

Manage product variants.

Track product batches.

Adjust and transfer stock.

Analyze inventory levels.

Manage warehouses.

Build and sell kits.

Handle return merchandise authorizations.

Track business expenses.

Log a new expense.

Scan receipts automatically.

Automate recurring expenses.

Approve submitted expenses.

Configure approval workflows.

Delegate expense approvals.

Manage business trips.

Issue trip advances.

Settle trip expenses.

Plan and track budgets.

Monitor budget usage.

Approve budgets.

Manage reimbursements.

Process the reimbursement queue.

Review past reimbursements.

Manage cash and bank accounts.

Store bank account details.

Track receivables recovery.

Work in multiple currencies.

Manage the contract lifecycle.

Draft and store a contract.

Monitor contract compliance.

Track contractual obligations.

Manage contract milestones.

Get alerted before deadlines.

Manage contract renewals.

Track contract amendments.

Analyze your contracts.

Create reusable document templates.

Store and organize documents.

Share documents securely.

Send documents for e-signature.

Manage files and folders.

Manage support tickets.

Open, assign, and close tickets.

Manage service offerings.

Automate repetitive tasks.

Build advanced automation flows.

Connect third-party tools.

Automate with Zapier.

Send events to external systems.

Capture leads from social platforms.

Add custom fields to records.

Run standard reports.

Deep-dive analytics.

Inventory reporting.

Campaign reporting.

Contract reporting.

Configure your workspace.

Manage departments.

Manage designations.

Define the org hierarchy.

Manage user profiles.

Control access with roles.

Configure custom domains.

Set currencies.

Manage your subscription.

Manage user seats.

Data-protection compliance tools.

Find and merge duplicates.

Change or cancel your plan.

Compare plan tiers.

Switch plans.

How seat-based billing works.

View billing history.