Every customer.
One 360° view.
Zero gaps.Zero re-typing.Zero blind spots.

Leads, deals, quotes, invoices, support, campaigns, WhatsApp, contracts, accounting and AI — from the first click to the reconciled rupee, EazyCXM runs the whole journey.

Happening across your Customer 360°

Lead captured from WhatsAppScored, routed and assigned in the same second
Quote approvedDiscount within policy — flowed straight through
Invoice reconciledMatched against the consented bank feed
Contract signedIdentity verified · audit trail sealed
Multi-tenant by architecture DPDP & GDPR ready AI isolated per business Built in India
The whole journey

Four motions. Zero gaps.

01

Capture

Every form, ad, chat and import lands in one scored, de-duplicated pipeline.

02

Close

Stage gates automate the chase; quotes price themselves and route for approval.

03

Collect

Orders become airtight invoices; payments reconcile against live bank feeds.

04

Care

Health signals, support and success plans turn customers won into customers kept.

The suite

Pick a pillar. Go deep.

How we build

Principles the platform is shaped by

01

Customer 360° or nothing

Modules that disagree about the customer are worse than spreadsheets. Everything here reads and writes the same truth.

02

Privacy is engineering

Consent at the send button. Erasure that reaches AI embeddings. Isolation asserted in every query — not promised in a PDF.

03

Automate the work, not the judgement

Flows carry the routine; approval gates hold the exceptions for humans. Speed without recklessness.

04

Numbers must answer questions

Every figure drills to its source records. If a dashboard can’t explain itself, it doesn’t ship.

Integrations

Everything you use, on one platform

EazyCXM plugs into the tools your business already runs on — Google Workspace, messaging, telephony, ads and lead sources — so every signal lands on one Customer 360°.

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GmailGoogle CalendarGoogle DriveGoogle MeetGoogle FormsGoogle ContactsZoomMeta AdsWhatsAppZapierBoxDropboxCalendlyVonageplPlivotxTelnyxJDJustDialIMIndiaMART
Explore integrations

…and hundreds more via Zapier and our open API.

Built for the whole company

Everyone sees the same customer

Different roles, different views, one truth — with role-based access deciding who sees what.

Sales leaders

Pipelines that forecast honestly, quotes that price themselves, approvals that protect margin.

Marketing teams

Segments that stay live, campaigns that respect consent, attribution that survives the handoff.

Support teams

Tickets with the whole customer beside them — orders, invoices, history — and queues that run on rules.

Finance teams

Airtight numbering, consented bank feeds, reconciliation as a daily habit instead of a quarterly crisis.

Founders & ops

One screen for the weekly review. Every number traceable. Every automation visible.

Agencies & resellers

Multi-tenant isolation by architecture — each client’s world structurally invisible to the next.

Trust by architecture

Privacy is engineering, not paperwork

Compliance lives in the data layer — enforced on every query, every send and every AI search.

DPDP & GDPR ready

Consent, data-principal requests, breach registers and retention — built into the data layer, not bolted on.

Erasure that completes

Records, messages and AI embeddings — gone. With re-add alerts if an erased identity ever returns.

Field-level protection

Classify a field once; masking and export restriction follow it across every view, report and API.

Tenant isolation

Business scope asserted on every single query, export and AI search — structurally, not by promise.

Questions

Asked before you ask

One platform with modular depth — every module reads and writes the same Customer 360°, so adopting more of the suite compounds rather than fragments.

Yes. Plans gate capability sets, and you can begin with the motions that matter most — the rest is ready when you are.

DPDP readiness is built in: consent management, data principal requests, breach registers, retention automation and erasure that reaches every layer including AI embeddings.

Keep your stack — the Web-to-Lead API, WordPress routing, payment, meeting and messaging integrations connect EazyCXM to what you already run.

Yes — it is designed for SMEs and scaling teams who want one platform instead of stitching together separate CRM, billing, support and marketing tools.

EazyCXM is multi-tenant by architecture: business scope is asserted on every query, export and AI search, with role-based access and field-level protection on top.

You can begin with the modules that matter most and import existing data with guided mapping; a guided demo walks through setup on workflows shaped like yours.

See it run on your workflows

A guided walkthrough shaped around your sales, billing and support motions — the real product, not slideware.

Talk to us

See EazyCXM on your business

Tell us a little about your team and we’ll walk you through the platform on workflows shaped like yours — your industry, your motions, your messiest Tuesday.

We reply within one business dayA real person, not a sequence.

The demo runs on your use caseBring your hardest question — that’s the fun part.

No pressure, no spamYour details are used to reach you about this, nothing else.

What do you want to explore?

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