EzyBiz Mobile CRM

A Product by Infymax Solutions Pvt. Ltd.

Need of the Hour

• You need to maintain your client database

• You need to follow up your clients without fail

• You need to convert those leads into customers

DATABASE

LEADS

CLOSE

Importance of lead tracking

• Better prospective

customers.

• Timely Follow Up.

• Improved closure rate.

• Increase in sales figure.

• Growth of the organization.

Growth

Leads

Track Properly

Follow up

Closure

What if the leads are not tracked properly

• Vague pipeline data.

• Inconsistent Follow up.

• High risk of losing clients.

• Decrease in closure rate.

• Increase in Marketing Cost.

• Fall in revenue.

• Growth of competitors. Your Business Competitor012345678

Competitive Analysis

Approach towards solution

Manage Database Track leads Get

Organized

Distribute work

Get notifiedFollow up

Close deals View Report Goal

The solution

• Lead Tracking.

• Sales Forecasting.

• Data Importing.

• Account Customization.

• Mobile Access.

EzyBiz Mobile CRM

How it looks

• Use it as App

• Use it on Desktop

• Use it on Tablet

• Clean interface

• User Friendly

How it looks

• Easy login

• Secure login

• Easy account creation

• Password retrieval

How it looks

• Customer details

• Lead assignment

• Easy shuffling

• Smooth editing

How it looks

• Customized dashboard

• Sales report

• Performance report

• Graphical presentation

Features with benefits

• Executive level.

• Sales Head / BDM

level.

• CEO level.

CEO

Sales Head

Executive 1

Executive 2

BDM

Executive 3

Executive 4

Executive level features

• Easy to use with minimum clicks and minimum data

entry

• Easy process workflow and well organized leads.

• Effective follow up

• Impossible to miss any follow up with EzyBiz

• Daily to-do list feature / notifications

• Instant reminders through SMS

• Effective nurturing of leads for better closure

• Easy to import existing data

• Option to export data to excel or csv file

Sales Head/BDM level features

• Easy assigning of leads/ tasks to executives

• Gets entire customer data at one place

• Easy retrieval at any point or on the go

• Option to export data to excel or csv file

• Manages entire marketing and sales team effectively

• Performance management at executive and team level

• Daily Sales Report

• User access control module to create team hierarchy

• Graphical representation of sales and lead performance for

effective decision making

• Learning from non closed leads

CEO level features

• Accurate pipeline sales data at any point of time

• Bird’s eye view of the entire sales process

• Graphical reports at a glance

• Performance of employees

• Any time access on the go

Technology / Architecture

• The architectural framework of the product is

fully customized.

• The product has different modules and each

module is fully customized as per the

requirement of the client and to suit their needs.

About Infymax• At Infymax, we provide an effective blend of technology and marketing to help SMEs

grow online. We have been pioneering in providing innovative and cutting edge

‘Information Technology Solutions and Services’ to our valued clients across the Globe. We

position ourselves as your ultimate technology partner with expertise

Software development

Web development

Mobile Apps development

Desktop application

Digital marketing

Explainer Videos

• Infymax is built on competence and team spirit. • Our Team of professionals have extensive knowledge about the industry with over 10

years of experience in the same domain.• The Director and the Management Team has over 16 years of experience in the IT

industry and had the exposure of dealing with clients across the Globe.• Throughout their experience in IT Industry, they had the opportunity to work with different cultures in India and overseas and other global players in the Industry.

Contact UsCorporate OfficeSalt Lake, Sector 1, Kolkata 700064, West Bengal, India :+91 33 400 77908 contact@Infymax.com :+91 98300 68978 :+91 83359 21880

www.infymax.com