All-in-One Client Relationship Management (CRM) & Invoicing

Accelerate Sales Pipelines & Client Operations for Growing Teams

Track leads through visual Kanban sales pipelines, store client interaction logs, automate GST invoicing, and drive customer retention in one unified workspace.

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Visual Lead Kanban Pipeline

Direct GST Invoicing Integration

3x Lead Conversion Acceleration

TeamEzz Client CRM Pipeline Console

Active Deals

Q3 Deal Pipeline (Value: ₹28.5 Lakhs)

14 Active Leads

Proposal Sent

Nexus Tech Enterprises

₹4,50,000

Follow-up due: Tomorrow

Negotiation

Apex Logistics India

₹8,20,000

Contract Drafted

Closed Won

Zenith Retail Group

₹12,00,000

Converted to Invoicing

Eliminate Lost Deals

Why Growing SMEs Replace Excel Lead Lists with TeamEzz CRM

Tracking sales leads in unorganized Excel sheets causes missed follow-ups, lost revenue, and poor customer retention.

Unorganized Excel Lead Sheets

30% Missed Lead Follow-ups: Sales reps forgetting to call prospective clients on promised dates.
Zero Pipeline Visibility: Managers unable to accurately forecast monthly company revenue.
Disconnected Billing: Re-entering client details into separate accounting tools for invoicing.

TeamEzz Visual CRM & Invoicing Engine

Visual Kanban Deal Pipeline: Drag-and-drop sales stages with automated follow-up reminders.
Centralized Communication Timeline: Instant access to all emails, notes, proposals, and call logs.
1-Click GST Invoicing: Convert won deals directly into GST compliant invoices and receipts.

Lead Conversion Rate

Missed Sales Follow-ups

100%

Centralized Client History

1-Click

GST Invoice Generation

Sales Revenue Estimator

Calculate Your Revenue Acceleration

Active Business Clients:50 Clients

10 clients250 clients500+ clients

Monthly Sales Hours Saved

175 Hours

Est. Revenue Accelerated

₹225,000

Core Capabilities

Everything Needed for Complete Client Operations

Visual Sales Pipeline Kanban

Drag-and-drop deals across customized sales stages with clear deal values and conversion odds.

Centralized Client Database

Store key decision-maker contacts, GSTIN numbers, billing addresses, and historical interaction notes.

1-Click GST Invoicing

Generate professional GST compliant invoices, payment receipts, and automated email payment reminders.

Sales Forecasting & MIS

Real-time monthly revenue projections, team sales rep leaderboards, and conversion analytics.

Follow-up Task Reminders

Automated email and push notifications for pending client calls, demo schedules, and contract renewals.

Role-Based Access Control

Restrict sales reps to their assigned deals while giving management full organization visibility.

Transparent Pricing

Plans Built for Every Stage of Growth

No hidden fees. Every plan includes full access to core modules with continuous updates.

Monthly BillingAnnual BillingSave 20%

Starter HR & Payroll

Ideal for early-stage startups needing compliance HR & attendance.

₹599/Monthly

Up to 25 Employees

Automated PF, ESI & TDS Payroll

Mobile GPS Attendance & Leaves

Employee Self-Service Portal

Email Support

Client CRM & Invoicing FAQs

Yes! You can create custom lead pipeline stages (e.g. New Lead -> Contacted -> Proposal Sent -> Negotiation -> Closed Won) tailored specifically to your sales workflow.

Ready to Scale Your Sales Pipeline & Client Billing?

Join growing companies across India organizing client data, accelerating deal closures, and automating GST invoices.

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Free 60-Day Trial • No Credit Card Required • Dedicated Support