Service

Support & Training

Adoption is the hardest part of any CRM rollout. We train your team properly from day one — and stay available as they grow into the platform.

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What's included

  • Live onboarding training session (up to 2 hours)
  • Role-specific training — admin, manager, and sales rep tracks
  • Recorded session for team members who couldn't attend live
  • Feature-specific guides for WhatsApp, pipeline, automation, and reports
  • 30-day priority email support post-onboarding
  • Regular feature update briefings for admins
  • Access to the EazeLead Help Center and knowledge base

Who is this for?

  • New teams getting started on EazeLead
  • Businesses adding new sales hires who need CRM training
  • Teams upgrading to a higher plan with new features
  • Companies that want to ensure full adoption, not just access

How it works

01

Kick-off Call

We understand your team size, roles, and which features are most important to your workflow.

02

Live Training Session

A structured walkthrough covering daily CRM usage — adding leads, pipeline management, follow-ups, and reports.

03

Role-Specific Guides

Custom documentation is shared for each role on your team — admins get the full picture, reps get what they need daily.

04

Practice Period

Your team uses EazeLead with support available. Questions are answered within 24 hours.

05

Ongoing Support

After the initial period, our Help Center, email support, and account team remain available.

Frequently asked questions

Common questions about EazeLead support and training.

How long is the training session?
Standard training sessions are up to 2 hours. For larger teams or more complex setups, sessions can be split across multiple days.
Can the training session be recorded?
Yes. We record every live training session and share the recording with you within 24 hours so team members who couldn't attend can watch it later.
Is training available in Hindi?
Yes. Training sessions can be conducted in Hindi or English based on your team's preference.
What is the support response time?
During the 30-day priority support period, emails are responded to within 4 business hours. After that, standard support responds within 24 hours on business days (Mon–Sat, 10 AM–7 PM IST).
Can I request training again if I hire new team members?
Yes. Additional training sessions for new hires can be arranged as a paid add-on. Contact our support team to schedule.
What is included in the Help Center?
The EazeLead Help Center contains step-by-step guides for every feature, including lead management, pipeline setup, WhatsApp campaigns, analytics, and billing.

Get your team trained and confident from day one

Book a session and we'll handle the rest.

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