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What is EAZY CRM?

EAZY CRM is an intelligent CRM solution developed for businesses that want to streamline customer engagement, sales management, and service operations through one centralized platform. The system enables teams to efficiently handle leads, opportunities, meetings, follow-ups, and customer communication while maintaining complete visibility into the sales pipeline. It also simplifies everyday business operations with features like quotation generation, approval workflows, expense tracking, and task management, helping sales teams improve coordination and execution. To support long-term customer relationships, the platform includes service management capabilities such as complaint handling, AMC monitoring, and support ticket tracking, ensuring faster resolution and better customer satisfaction. Interactive dashboards and real-time performance analytics provide actionable insights into sales activities, targets, and customer interactions, allowing businesses to take quicker and more informed decisions. With seamless connectivity to ERP and DMS platforms, EAZY CRM helps unify sales, service, and operational data, improving collaboration and eliminating disconnected workflows across departments.

What is Decerto Agent Portal?

Decerto Agent Portal is an enterprise-grade insurance software solution that provides agents, brokers, and insurance organizations with a unified platform for managing sales, service, customer relationships, and operational activities. Designed as a 360-degree agent workplace, the platform consolidates critical insurance processes such as quoting, policy calculations, policy issuance, customer portfolio management, claims services, commissions, billing, renewals, and post-sale support into a single environment. Agents gain immediate access to real-time customer information, sales performance metrics, commission data, and operational KPIs, allowing them to work more efficiently and deliver better customer experiences. The platform’s modular structure includes six core components: Sales, 360 Customer View, 360 Agent View, Sales Dashboards, Post-Sale and Claims Services, and Commission & Billing Management. Workflow automation supports the entire policy lifecycle, from multi-carrier quoting and binding through renewals and ongoing service activities, reducing manual effort and minimizing operational errors. Built on a modern microservices architecture, the platform offers scalability, flexibility, and seamless integration with existing insurance ecosystems through REST and SOAP APIs. Cloud-ready deployment options, mobile-responsive interfaces, omnichannel support, and configurable business processes allow insurers to adapt the platform to evolving operational needs. Advanced security measures, including encrypted communications, secure authentication, Single Sign-On, OAuth2, OpenID Connect, and independent security audits, help safeguard customer and business data. Decerto Agent Portal also enhances agent satisfaction by simplifying daily tasks, improving access to information, and providing tools that support sales growth and customer retention.

Media

Media

No images available

Integrations Supported

Chatlayer by Sinch

Integrations Supported

Chatlayer by Sinch

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Eazy ERP Technologies Pvt Ltd

Date Founded

2007

Company Location

India

Company Website

www.eazycrm.in/

Company Facts

Organization Name

Decerto

Date Founded

2006

Company Location

United States

Company Website

www.decerto.com/us

Categories and Features

CRM

Calendar/Reminder System
Call Logging
Document Storage
Email Marketing
Internal Chat Integration
Lead Scoring
Marketing Automation Integration
Mobile Access
Quotes / Proposals
Segmentation
Social Media Integration
Task Management
Territory Management

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