EzyCRM

EzyEV

About this app

Overview
This release introduces major enhancements focused on customer lifecycle management, battery operations, sales activities, and document generation. These updates are designed to improve operational efficiency and streamline CRM workflows.

New Features & Enhancements
Battery Management
Added a dedicated Battery Management module for maintaining and tracking battery-related information.
Improved visibility and management of battery records within the CRM.
Battery Assignment and Return
Introduced functionality to assign batteries to customers or entities.
Added battery return process for better tracking and inventory control.
Maintains complete battery movement history.
Invoice Generation
Added capability to generate invoices directly from the CRM system.
Enables faster and more organized billing workflows.
Delivery Challan Generation
Introduced delivery challan generation functionality.
Simplifies delivery documentation and tracking processes.
Account Management
Added functionality to create and manage customer accounts.
Centralized account information for improved customer relationship management.
Contact Management
Added ability to create and manage contacts associated with accounts.
Supports maintaining complete customer contact details.
Visit Management
Added functionality to record and track customer visits.
Helps maintain history of meetings and interactions.
Opportunity Management
Added opportunity tracking capabilities.
Enables better monitoring of sales opportunities and business pipelines.
Communication Tracking
Added communication management functionality.
Allows users to log and track customer interactions and communications.
Lead to Customer Conversion
Added capability to convert leads into customers directly within the CRM.
Simplifies customer onboarding and reduces manual effort.
Improvements
Enhanced workflow efficiency across CRM operations.
Improved usability and navigation experience.
General performance and stability improvements.
Bug Fixes
Minor bug fixes and system optimizations.
Notes
Users may require appropriate permissions to access newly introduced modules and features.
It is recommended to refresh or re-login after deployment to ensure all updates are loaded successfully.

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