Business OS · CRM

CRM — Customers, not just contacts

Every customer carries a running credit ledger, a credit limit and a history. Capture leads and inquiries, run WhatsApp, SMS and email campaigns, book appointments, and let automatic reminders chase overdue payments for you.

What you get

  • Parties with credit limits
  • Leads
  • Inquiries
  • Campaigns (WhatsApp / SMS / Email)
  • Appointments & notes
  • Support tickets
  • Business website & catalogue
Deep dive into CRM→

Reports included

  • ▸Leads Report
  • ▸Inquiry Report
  • ▸Campaign History
  • ▸Converted Leads
  • ▸Party-Wise Sales & Purchase Summary

All reports export as PDF or CSV.

CRM features by plan

Plan featuresStarterGrowthScaleEnterprise
Inquiries
Leads
Lead assignment to team members−
Follow-up tracking
Credit limit warning per party
Credit days — due dates fill themselves
Appointment calendar & history
Appointment reminders for you and your staff
WhatsApp appointment reminder to your customer
Party-linked notes
Campaign management−
Find anything from one search box
POS — 1 Counter
per year
−
Extra POS Counter
per counter / year
−₹999₹999₹999
Barcode Label Printing
per year
₹999
Workforce OperationsComing soonPlannedPlannedPlannedPlanned
TDS/TCS ComplianceComing soonPlannedPlannedPlannedPlanned
Loyalty and Reward PointsComing soonPlannedPlannedPlannedPlanned
Website and Online CatalogComing soonPlannedPlannedPlannedPlanned
E-commerce StoreComing soonPlannedPlannedPlannedPlanned
CA CollaborationComing soonPlannedPlannedPlannedPlanned
Manufacturing and BOMComing soonPlannedPlannedPlannedPlanned
Advanced CRM AutomationComing soonPlannedPlannedPlannedPlanned
Field Sales ManagementComing soonPlannedPlannedPlannedPlanned
Service and Job WorkComing soonPlannedPlannedPlannedPlanned
Subscription BillingComing soonPlannedPlannedPlannedPlanned
Advanced AnalyticsComing soonPlannedPlannedPlannedPlanned
Delivery and DispatchComing soonPlannedPlannedPlannedPlanned
Expense ApprovalComing soonPlannedPlannedPlannedPlanned
WhatsApp Business — Advanced
per year
−₹1999
SMS DeliveryComing soonPlannedPlannedPlannedPlanned
SMTP / Email CampaignComing soonPlannedPlannedPlannedPlanned
Payment Gateway and Auto ReconciliationComing soonPlannedPlannedPlannedPlanned
Payment Device ConnectorComing soonPlannedPlannedPlannedPlanned
GST Return Upload and FilingComing soonPlannedPlannedPlannedPlanned
Tally Import and ExportComing soonPlannedPlannedPlannedPlanned
Shopify ConnectorComing soonPlannedPlannedPlannedPlanned
WooCommerce ConnectorComing soonPlannedPlannedPlannedPlanned
Facebook and Instagram ShopComing soonPlannedPlannedPlannedPlanned
Biometric Attendance ConnectorComing soonPlannedPlannedPlannedPlanned
API and WebhooksComing soonPlannedPlannedPlannedPlanned
AI Business AssistantComing soonPlannedPlannedPlannedPlanned
Shipping / Shiprocket ConnectorComing soonPlannedPlannedPlannedPlanned
Google CalendarComing soonPlannedPlannedPlannedPlanned
Microsoft 365 / Outlook CalendarComing soonPlannedPlannedPlannedPlanned
Google DriveComing soonPlannedPlannedPlannedPlanned
Microsoft OneDriveComing soonPlannedPlannedPlannedPlanned
Zapier / Make AutomationComing soonPlannedPlannedPlannedPlanned
IndiaMART / Justdial Lead ImportComing soonPlannedPlannedPlannedPlanned
Amazon / Flipkart Marketplace SyncComing soonPlannedPlannedPlannedPlanned
Custom IntegrationComing soonPlannedPlannedPlannedPlanned
Extra WhatsApp Notifications — 1,000
per pack
₹150₹150₹150₹150
Extra User
per user / year
−₹499₹499₹499
Extra Firm
per firm / year
−−₹999₹999
Extra Storage — 10 GB
per year
₹999₹999₹999₹999
Extra Compliance Credits — 2,000
per pack
−₹999₹999₹999
Extra WhatsApp Notifications (own number) — 1,000
per year
−₹50₹50₹50

Limits, plan by plan

Everything that comes with a number attached.

Frequently Asked Questions

Can Easy Khata chase payments for me?

Yes. Automatic reminders for overdue invoices go out over WhatsApp, SMS or email once you configure the provider credentials.

Can customers pay from a link?

You can share a business-level UPI QR code. Per-invoice payment links with the amount embedded are not available.

Last reviewed