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Turn every customer conversation into a clear next step

Handle WhatsApp enquiries, customer history, deal stages, and follow-up work from one shared place, so the next reply or action stays visible.

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A customer enquiry

From first message to followed-up enquiry

Keep the conversation, customer context, deal stage, and next follow-up connected as an enquiry moves forward.

  1. / 01

    Message comes in

    Customer WhatsApp messages are handled from a shared inbox, so the conversation is not stuck on one person’s phone.

  2. / 02

    Check the customer

    Open the customer record and see the history you need before replying.

  3. / 03

    Track the enquiry

    Enquiries and deals sit on a pipeline board, so you can see what is new, waiting, won, or lost.

  4. / 04

    See what needs attention

    Pending replies, deal stages, and reports help you spot enquiries that may be slipping.

Shared inbox

Answer WhatsApp messages from one shared inbox

When customers message your business, you can work from the same inbox instead of passing phones around. See which conversations are new, unread, or still waiting for a reply — with AI-assisted reply suggestions included in every CRM seat that learn from the replies your team actually sends.

  • Read and reply to customer WhatsApp conversations from the EasyBiz Cloud console.

  • See which conversations still need someone to attend to them.

  • Take over, reopen, or close conversations when the work is handled.

  • Send approved WhatsApp templates, quick replies, and supported media from the conversation flow.

Customer records

Know the customer before you reply

A customer record gives you the context needed before answering, so replies are faster, clearer, and less dependent on memory.

  • Keep the customer's key contact details and notes in one record.

  • Check past orders, payment records, and invoice history from the customer page.

  • See simple buying history that helps you understand the customer faster.

  • View loyalty, membership, points, and customer credit when they are part of the customer account.

Enquiry pipeline

Stop enquiries from getting lost

The deal board helps you see enquiries and deals by stage. Move work across the pipeline, open the related conversation or order, and spot items waiting for a reply.

  • View enquiries and deals in clear stage columns.

  • Keep each deal tied to the customer, conversation, order, remarks, and reply status.

  • Drag deals between stages as the enquiry moves forward.

  • Use pending reply filters and stage aging filters to find enquiries that have been waiting too long.

Lead sources

Know which places bring enquiries in

Create WhatsApp links and QR codes for the places customers first contact you, such as your website, flyers, or shop counter. When enquiries come in, you can see where they started.

  • Give each enquiry source a clear name, so you know where customers found you.

  • Generate a WhatsApp link and QR code with a ready message for each source.

  • Download QR codes for counter cards, posters, flyers, or printed materials.

  • See the source as the customer moves through the deal pipeline.

Deal reports

See which enquiries turn into sales

Deals Report helps you see which enquiries are coming in, which ones are won, and which sources, campaigns, or follow-ups are working best.

  • See how many enquiries came in, how many were won or lost, and how much revenue was won.

  • Filter by source or campaign to understand which channels bring better opportunities.

  • Review follow-up activity by staff member to see who is handling each enquiry and how follow-ups are moving.

  • Generate an XLSX deal report for offline review or sharing.

Why EasyBiz Cloud

How CRM fits service operations.

Built for service businesses that sell through conversations

Made for local service businesses that receive customer enquiries through WhatsApp and need a shared way to reply.

Customer history is easy to find

See past orders, payments, invoices, notes, address details, and useful customer history from the customer record.

Enquiries are easier to track

Pipeline stages, pending reply views, aging, and reports help you see which opportunities still need work.

Better together

Connect this product to the next part of your workflow.

Use this product on its own, or connect it with another EasyBiz Cloud product when the next handoff needs shared customer or order context.

Point of Sale

Point-of-sale for service and retail counters

Online Store

Branded storefront, ordering, and customer accounts

FAQ

Common questions about CRM

Who is this for?

This is for service and retail businesses that handle customer enquiries, quotes, WhatsApp conversations, and repeat customers.

Is this only for WhatsApp?

The shared inbox handles WhatsApp, which is where most Singapore service businesses already receive their enquiries. Everything else in CRM — customer records, the deal pipeline, follow-up, and reports — works regardless of how the customer first reached you.

Can I see a customer's past orders and payments?

Yes. The customer record can show contact and address details, notes, order history, payment history, invoice history, loyalty, membership, points, and customer credit where those modules are enabled.

Can I track enquiries and deals?

Yes. EasyBiz Cloud includes a deal pipeline board where enquiries and deals can be grouped by stage.

Can I know where enquiries came from?

Yes. Lead sources let you create tracked WhatsApp links and QR codes for places such as your website, flyer, store counter, or other enquiry sources.

Will we need to share one phone?

No. You can handle customer WhatsApp conversations from the EasyBiz Cloud console.

How are seats counted?

CRM is priced per active CRM user from the first seat. Stored customer records, POS customers, and order history remain Base Platform data and do not consume a paid CRM seat by themselves.

What is the difference between CRM and Marketing?

CRM is one-to-one: a single customer's conversation, record, enquiry, deal, and the follow-up someone owes them. Marketing is one-to-many: choosing a group of past customers and sending them a campaign. Most businesses end up using both, and they share the same customer records.

Does my team get AI help with replies?

Yes. AI-assisted reply suggestions are included with every Full seat under fair use — your team stays in control and accepts, edits, or dismisses each suggestion, and suggestions improve from the replies your team actually sends. An AI agent that resolves supported conversations on its own is a separate, planned product and is not available yet.

Start with EasyBiz Cloud

Start with the workflow that needs attention now.

Try the products you need first, then add connected workflows as your business grows.

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