Keep customer messages, records, and enquiries together
EasyBiz CRM helps your team handle WhatsApp customer enquiries from one shared place. Staff can see who the customer is, what they bought before, what was said earlier, and which enquiries still need a reply.
A customer enquiry
From first message to clear next step
EasyBiz CRM follows the normal way a service business handles enquiries. A customer sends a message, staff checks the customer history, the enquiry is tracked, and the team can see what still needs attention.
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Message comes in
Customer WhatsApp messages can be handled from a shared inbox, so the conversation is not stuck on one staff member's phone.
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Check the customer
Staff can open the customer record to see contact details, notes, past orders, payments, invoices, and addresses.
- 03
Track the enquiry
Enquiries and deals can be placed on a pipeline board so owners can see what is new, waiting, won, or lost.
- 04
See what needs attention
Pending reply views, deal stages, aging, lead source tracking, and reports help the team spot enquiries that may be getting missed.
Shared inbox
Answer WhatsApp messages as a team
When customers message your business, staff can work from the same inbox instead of passing phones around. This helps the team see unread conversations, unassigned conversations, and customers waiting for a reply.
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Read and reply to customer WhatsApp conversations from the EasyBiz console.
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See which conversations are new, unread, or still need someone to attend to them.
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Staff can attend, reopen, or close conversations when the work is handled.
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Use approved WhatsApp templates, quick replies, and supported media from the conversation flow.
Customer records
Know the customer before you reply
A customer record gives staff the context they need before answering. They can check the customer's contact details, notes, addresses, past orders, payments, invoices, and useful buying history.
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Keep the customer's name, phone, email, addresses, and notes in one record.
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Check past orders, payment records, and invoice history from the customer page.
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See useful figures such as total spend, order count, average order value, customer since, and last order.
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View loyalty, membership, points, and store credit where those tools are configured.
Why EasyBiz
What makes CRM different.
Built around WhatsApp
Made for local service teams that receive real customer questions through WhatsApp and need a shared way to reply.
Customer history is easy to find
Orders, payments, invoices, notes, addresses, and customer insights stay linked to the customer record.
Enquiries are easier to track
Pipeline stages, pending reply views, aging, and reports help owners see which opportunities still need work.
Enquiry pipeline
Stop enquiries from getting lost
The deal board helps owners see enquiries and deals by stage. Staff can move work across the pipeline, open the linked customer or conversation, and spot items waiting for a reply.
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View enquiries and deals in stage columns such as new, qualifying, closing, won, or lost.
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Deal cards can show the customer, phone number, linked order, conversation, remarks, and status.
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Drag deals between stages as the enquiry moves forward.
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Use pending reply filters and stage aging to see which enquiries may need attention.
wa.me/65xxxx?text=…&src=counter Copy Lead sources and reports
Know which enquiries turn into sales
EasyBiz helps you see where enquiries started and whether they became real business. Create WhatsApp links or QR codes for places like your website, flyer, or shop counter, then review simple reports to see what is working.
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Create a source for each place customers first contact you, such as your website, flyer, store QR, or referral.
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Generate a WhatsApp link and QR code with a ready-to-send message for each source.
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Use deal reports to see which sources, campaigns, and staff follow-ups are turning into won business.
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Use customer reports to see customer activity, top customers, and sales-channel performance.
Better together
Composes with the rest of EasyBiz .
Buy this product standalone, or pair it with these to unlock more of the platform.
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. It is useful when customer history should stay with the company, not only inside one staff member's phone.
Is this only for WhatsApp?
Today, the CRM inbox is centred on WhatsApp and EasyBiz customer records. That makes it a good fit for service businesses that already receive most customer enquiries through WhatsApp.
Can I see a customer's past orders and payments?
Yes. The customer record can show contact details, addresses, notes, order history, payment history, invoice history, insights, loyalty, membership, points, and store credit where those tools are configured.
Can I track enquiries and deals?
Yes. EasyBiz includes a deal pipeline board where enquiries and deals can be grouped by stage. Deal cards can stay linked to the customer, conversation, order, remarks, and reply status.
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 my staff need to share one phone?
No. Your team can handle customer WhatsApp conversations from the EasyBiz console, so enquiries do not sit on only one staff member's phone.
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 for one-to-one customer conversations, customer records, enquiries, and deals. Marketing is for one-to-many campaigns, loyalty broadcasts, promotions, reviews, referrals, and winback flows.
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