A day with EazyCXM
One business. One customer. One ordinary Tuesday — from an ad click at 9:04 to books that balance by evening. Scroll, and watch a day refuse to fall apart.
Two minutes, start to finish
An enquiry becomes a lead
Anaya taps a Facebook ad about turnkey interiors. Before the kettle boils, she’s a scored, de-duplicated lead — source recorded, consent captured, routed to Rohit. No spreadsheet, no “who’s taking this one?”.
Anaya Mehta
Sapphire Interiors · Facebook ad — “3BHK turnkey”
Score
Strong fit
Source
Meta ad
Routed to
Rohit
De-duplicated · consent recorded · first-touch queued
The first touch lands in a minute
Rohit replies from the shared WhatsApp inbox — one official number, the whole team behind it. Portfolio sent, call booked, and every message files itself on Anaya’s record. Speed like this is why she never calls the second vendor.
Hi Anaya! Thanks for your interest in a 3BHK turnkey design. I’m Rohit from Sapphire — when works for a quick call? 😊
Hi! Today after 4 works. Can you also share some recent work?
Done — portfolio sent 📎 and I’ve booked us for 4:15. You’ll get a reminder!
Whole thread on Anaya’s 360° — automatically
A site visit that won’t slip
The visit goes on the calendar and the record together. Reminders fire for both sides; a reschedule would sync everywhere at once. Nothing here depends on anyone’s memory.
Site visit · Anaya Mehta
Kharadi, Pune · 11:00 AM
Rohit · reminder to both at 9:00 AM
Reschedules sync the calendar and the record together
A quote in minutes, priced by rule
Line items from the catalogue, tier pricing applied automatically, GST computed, branded PDF out. Anaya changes her mind about wardrobes? Version 2 takes a minute — and version 1 stays on file forever.
QT-0418 · 3BHK Turnkey Interior
Modular kitchen + wardrobes
₹6,40,000
False ceiling & lighting
₹1,85,000
Painting & décor
₹1,15,000
Total (incl. GST)
₹11,09,200
Tier pricing applied by rule · revisions versioned
A discount asks permission
Rohit wants to sweeten the deal beyond his limit. The quote routes itself to the founder, locked until decided — discipline without a single phone call chasing sign-off.
Rohit requested an extra discount on QT-0418 — above his limit, so it’s with you.
“Client comparing with one more vendor; this closes it today.” — Rohit
Quote locked until decided · decision lands on the audit trail
Zuno spots the closing moment
Anaya viewed the quote twice and asked about instalments. Zuno reads the pattern — buyers who do this close — and taps Rohit on the shoulder with the evidence. He calls now, not tomorrow.
This is 2:45 PM. Want to see your 2:45?Anaya asked about payment terms 🔥
She viewed the quote twice today and asked about instalments on WhatsApp. Buyers who do this usually close — call now, not tomorrow.
Won. And the paperwork writes itself
Deal won → sales order → GST tax invoice for the advance milestone, with sequential, collision-safe numbering. Nobody re-types a thing; the win simply becomes revenue paperwork.
INV-2026-0291
Anaya Mehta · GST tax invoice · advance milestone
₹3,32,760
Sequential, collision-safe numbering · nothing re-typed
The payment matches itself
Anaya pays by UPI. The consent-driven bank feed brings the statement line in, Zuno matches it to the invoice, and the books agree with the bank — today, not at month-end.
UPI · ANAYA MEHTA
Bank statement line · today 16:42
₹3,32,760
INV-2026-0291
Advance milestone · Sapphire Interiors
Consent-driven bank feed · books agree with the bank, daily
The day signs off briefed
The evening brief lands: what was won, what’s tomorrow, what needs a nudge. Rohit closes the laptop with nothing held in his head — and the founder reads the same truth.
Anaya Mehta — advance received, kickoff tasks created
Site visit at Kharadi 11:00 · carry the portfolio
Two quotes viewed but silent — nudges queued for morning
Tomorrow starts already sorted
Pull back. It was one record all along
The ad click, the chats, the visit, the quote, the approval, the signal, the invoice, the payment, the brief — every moment of Anaya’s day landed on one Customer 360°. That’s not integration. That’s never having been separate.
Anaya Mehta · Customer 360°
One day. One record. Zero re-typing.
That was their Tuesday.
What does yours look like?
Pick your seat and we’ll run this exact day on workflows shaped like yours — your industry, your motions, your messiest Tuesday.