Glossary      EZ-Sales™ is a sales & marketing activities management tool for annuity provider, trust/bonds/banking product provider or any such business entity who is offering financial products thru’ brokers, agents and/or value added resellers.

       EZ-Sales™ automates mass communication and tracks leads for collaborative work efforts, better customer service, higher productivity and accurate reporting.

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  • Complete sales & marketing activity management
  • Periodic sales goals and real-time tracking
  • Matrixed evaluation  of sales channel or marketing effort
  • Integrated diary, calendar & email
  • Extension product to StructureManager
  • Data accessible from mobile devices
  • Accurate, quick and real-time reporting
  • Role/user-based security
  • Template based document generation
  • Complete document management and archival
  • Reasonably priced ready-to-go solution for quick-start


  • Tracks leads for appropriate & timely  follow-up and conversion to sales
  • Tracks marketing campaigns for performance/success measurement
  • Tracks marketing activities and efforts for VAR/Sales Channel evaluation and performance measurements
  • Makes mass communication to multiple contacts easy via email or fax easy as mouse-clicks
  • Full contact manager with a history of communication via emails, phone calls related to sales & marketing
  • Sales/Mktg. specific tasks, appointments, meetings, calendar, documents, notes, expenses, invoices & more
  • Built on Microsoft platform with open and scalable architecture to fit right into existing infrastructure
  • Architecture allows interfaces with proprietary in-house systems via communication bus / services
  • Integrated with Word, Excel, Outlook, Notes, Adobe, RightFax, Dymo Label Maker, any  networked scanner(s)
  • Mobile components allow you to access data from your PDA/phone devices via cellular network
  • Quick slicing and dicing of data in real-time using reporting integrated with Microsoft Excel & Adobe PDF
  • Fully configurable & easily manageable user security based on user, role, task, calendar or any custom element
  • Create Word/PDF letters, emails & other personalized marketing campaigns from defined templates
  • Continuous improvement in technology & feature-set based on best practices at no extra costs