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Getting Started

Set up your account, invite your team, and start capturing leads.

  • How to create your EazeLead account
  • Setting up your company profile
  • Inviting team members to your workspace
  • +2 more articles

Lead Management

Capture, organise, and track every lead in your pipeline.

  • How to add a new lead manually
  • Importing leads in bulk (CSV & Excel)
  • Assigning leads to team members
  • +2 more articles

Sales Pipeline

Move deals through stages and keep your pipeline organised.

  • Setting up your pipeline stages
  • Moving deals through the pipeline (drag & drop)
  • Creating custom pipeline views
  • +2 more articles

Sales Automation

Set up workflows, reminders, and automated follow-up sequences.

  • Creating your first automation workflow
  • Setting up automatic lead assignment rules
  • Scheduling follow-up reminders
  • +2 more articles

WhatsApp & SMS

Send campaigns, track responses, and manage opt-outs.

  • Connecting your WhatsApp Business account
  • Creating and sending a WhatsApp campaign
  • Setting up SMS campaigns
  • +2 more articles

Invoices & Quotations

Create, send, and track invoices without leaving the CRM.

  • Creating your first invoice
  • Adding GST and tax details to invoices
  • Sending a quotation to a lead
  • +2 more articles

Analytics & Reports

Understand your pipeline, team performance, and conversion trends.

  • Understanding your sales dashboard
  • Reading the lead conversion funnel
  • Tracking team member performance
  • +2 more articles

Account & Billing

Manage your subscription, invoices, and team settings.

  • Changing or upgrading your subscription plan
  • Downloading your billing invoices
  • Updating your payment method
  • +2 more articles

FAQ

Frequently asked questions

Answers to the most common questions from EazeLead users.

Getting Started

How do I get started with EazeLead?
Sign up at eazelead.com, complete the registration form with your company details, and you'll get instant access to a 7-day free trial. No credit card required. Once inside, the setup wizard will guide you through importing your first leads and configuring your pipeline.
Can I import my existing leads from a spreadsheet?
Yes. EazeLead supports bulk lead import via CSV and Excel files. Go to Leads → Import, download the sample template, fill in your data, and upload. You can map your columns to EazeLead fields during the import process.
How many team members can I add?
It depends on your plan. The Starter plan supports 1 user, Growth supports up to 5 users, and Enterprise supports unlimited users. You can upgrade your plan at any time from your account settings.

Billing & Plans

What happens after my 7-day free trial ends?
When your trial ends, your account will be restricted but not deleted. You'll be prompted to choose a paid plan to regain full access. We'll send you a reminder 48 hours before your trial expires. We will not charge you automatically — you must actively choose a plan.
Can I switch between plans?
Yes, you can upgrade or downgrade at any time. Upgrades take effect immediately (with a prorated charge for the remainder of the billing cycle). Downgrades take effect at the start of your next billing cycle.
Do you offer refunds?
New customers can request a full refund within 30 days of their first payment if they're not satisfied — just email support@eazelead.com with your reason. Subsequent billing cycles are non-refundable. See our full Refund Policy in the Terms & Conditions.
Is GST included in the pricing?
No. All listed prices exclude GST. GST at 18% is added at checkout for Indian customers. A GST-compliant tax invoice is issued for every payment.

Lead Management

How does AI lead scoring work?
EazeLead's AI scores your leads based on signals like engagement history, response time, deal value, and pipeline stage. Scores are updated in real time and help your team prioritise the leads most likely to convert.
Can I assign leads to specific team members?
Yes. You can assign leads manually or set up automatic assignment rules based on criteria like lead source, location, or business category. Assignment rules are configured in Settings → Automation.

WhatsApp & SMS

Do I need a WhatsApp Business account to use campaigns?
Yes. You need a WhatsApp Business API account to send campaigns via EazeLead. We'll guide you through the connection process in Settings → Integrations → WhatsApp.
What is DLT registration and do I need it for SMS?
DLT (Distributed Ledger Technology) is a TRAI-mandated portal where businesses must register before sending commercial SMS in India. You must register your Entity, Sender Header, and Message Templates on the DLT portal. EazeLead provides guidance on this but the registration itself must be done by you directly with your telecom operator.
Can contacts opt out of messages?
Yes. Every message sent via EazeLead includes an opt-out option. When a contact opts out, they are immediately marked in the system and will not receive further campaign messages. Opt-out records are permanently stored for compliance.

Security & Privacy

How is my data secured?
All data transmitted to EazeLead is encrypted using TLS 1.2+. Data at rest is encrypted using AES-256. We use role-based access controls, maintain audit logs, and conduct regular security reviews. See our Data Privacy page for full details.
Can I export and delete my data?
Yes. You can export all your lead and contact data from Settings → Data Export at any time. To permanently delete your data, contact support@eazelead.com. Active account data is deleted within 30 days of a deletion request; backups are purged within 6 months.
Does EazeLead sell my data?
No. EazeLead does not sell, rent, or trade your personal data or your customers' data to any third party. We process your data only to deliver the Service to you. See our Privacy Policy for full details.

Still can't find what you need?

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support@eazelead.com

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Response Time

Within 24 hours on business days (Mon–Sat, 10 AM–7 PM IST)