Feature Add-ons

Powerful Extras
Ready when you are.

Plug in additional capabilities when your business needs them — no rebuilds, no migrations, no disruption.

IVRS Integration

Connect your inbound call center to EasyPro CRM for instant customer identification and call logging.

  • Customer detail popup on call landing
  • Agent extension mapping
  • Auto call record creation

Email & SMS

Keep customers informed at every touchpoint with automated, event-triggered communication.

  • Automated transactional emails
  • Bulk & triggered SMS
  • Custom message templates

SMS Call Close

Let field engineers close service calls via SMS — no smartphone or internet required.

  • Engineer mobile number registration
  • SMS-based call closure commands
  • Confirmation notifications to customer

Happy Code

Verify service quality at job completion using a unique customer-shared verification code.

  • Auto-generated happy code per call
  • SMS delivery to customer
  • Engineer verification at job close
  • Happy code reports & analytics

Feedback Module

Collect structured customer feedback after every service call to drive continuous improvement.

  • Custom feedback questionnaire
  • Feedback via call or web link
  • Automated feedback requests
  • Detailed feedback reports

Grievance Management

Systematically record, track and resolve customer grievances with accountability at every step.

  • Grievance register & type classification
  • Workflow-based resolution tracking
  • Automated reminders & escalations
  • Summary & detailed reports

Mobile App – Engineer

Empower field engineers with an Android app to manage their daily workload entirely on mobile.

  • Engineer login & call list
  • Update visit details & call status
  • Spare & service entry
  • Call reschedule & close on mobile

Mobile App – Sales

Give your field sales executives the power to manage their pipeline, leads and deals on the go.

  • Lead & contact management
  • Deal updates & activity logging
  • Quotation creation on mobile
  • Real-time sales dashboard
Integrations

Connect your existing tools.

EasyPro CRM integrates natively with the platforms your business already depends on.

Tally Integration

Sync your CRM data — invoices, receipts and customer accounts — directly into Tally for seamless accounting without double entry.

Bajaj FinServ Integration

Integrate with Bajaj FinServ for EMI financing at point of sale. Manage item serial numbers and loan records within the CRM.

Not sure which add-ons you need?

Talk to our team and we'll recommend the right combination for your business.

Talk to Us See Pricing →