Welcome to TheEazy CXM

TheEazy CXM is an all-in-one customer experience platform that brings your sales, marketing, communication, documents and finance into one place. You manage prospects as Leads, convert them into Deals, keep people and organizations as Contacts and Companies, and work them with email, calls, WhatsApp, tasks and meetings — then handle quotes, invoices and contracts without leaving the app.

The main areas

• Core CRM — Leads, Deals, Contacts, Companies, Tasks, Meetings, Goals.
• Communication — Email, Email Campaigns, Calls, and WhatsApp Business.
• Marketing & Capture — Forms, Landing Pages, the Web Page builder, and A/B testing.
• Sales Documents — Invoices, Quotations, Sales Orders, CPQ Quotes, and GST documents.
• Finance — Expenses, Trips, Budgets, Reimbursements, and banking.
• Settings — team, roles, branches, departments, billing and more.

What shows up for you

Your menu reflects two things: the features included in your plan, and the permissions attached to your role. If a module isn’t visible, it may be turned off for your plan or not granted to your role — an admin can change both from Settings.