CRM & Sales
Replace HubSpot.
Close deals with WhatsApp leads.
Lead pipeline, Meta/WhatsApp webhook, call recording, and team performance reports - built into your TaskEase ERP. No per-user pricing. No Zapier required.
Built for Indian sales teams
WhatsApp, Meta Lead Ads, call recording — the features Indian sales teams actually use.
Lead Pipeline (Kanban Stages)
Visualize your entire sales pipeline with drag-and-drop kanban stages — New, Contacted, Proposal, Negotiation, Won, Lost. Customize stage names to match your exact sales process.
Call Log with Audio Recording
Log every sales call with notes, outcome, and follow-up tasks. Audio recordings are stored against the lead record for quality review and training — accessible to managers with one click.
WhatsApp Webhook (Meta Lead Ads)
Connect your Meta (Facebook/Instagram) lead ad campaigns directly to TaskEase CRM. New leads from Meta ads appear in your pipeline automatically — no manual data entry, no CSV exports.
CSV Import
Import your existing leads from any source via CSV upload. Map columns to TaskEase fields with a visual mapper — names, phone numbers, email, source, and custom fields. Bulk import in seconds.
Team Performance Reports
Track calls made, leads converted, deals won, and revenue generated per salesperson. Leaderboard views and trend charts give managers visibility into team performance without micromanagement.
Client Portal Access
Give clients secure read-only access to their project or proposal status through a branded portal. Reduces follow-up calls and builds client trust with real-time visibility into deal progress.
How it works
From lead capture to deal close — all in TaskEase.
Create Your CRM Project
Set up a CRM project for each product line, service, or campaign. Configure pipeline stages, assign team members, and connect your Meta Lead Ads account for automatic lead ingestion.
Add & Import Leads
Leads flow in automatically from Meta ads, or import via CSV. Each lead card shows contact info, source, assigned salesperson, and stage. Add notes, log calls, and set follow-up reminders.
Manage the Pipeline
Drag leads through pipeline stages as deals progress. Log calls with recordings, create proposals, and track every interaction. Generate performance reports for weekly sales reviews.
TaskEase vs. the old way
| What you need | Old way | TaskEase |
|---|---|---|
| Sales lead pipeline | HubSpot CRM — Rs. 3,500/user/month (paid) | ✓ Built into TaskEase ERP |
| WhatsApp & Meta lead ads | Separate webhook tool + Zapier | ✓ Native Meta webhook integration |
| Call logging & recording | Separate telephony CRM (Freshsales) | ✓ Call log with audio built in |
| Sales performance reports | Custom dashboards in HubSpot Pro | ✓ Auto-generated team performance reports |
| Lead import from CSV | Manual data entry or paid HubSpot plan | ✓ Visual CSV import with field mapping |
Frequently Asked Questions
How does the Meta Lead Ads (WhatsApp) integration work?
You connect your Meta Business account to TaskEase via a webhook. When a lead submits a Meta lead ad form (Facebook, Instagram), their details are automatically pushed to your CRM pipeline as a new lead in the configured stage — typically within seconds. No Zapier or manual CSV exports needed.
Is call audio recording stored securely?
Yes. Call recordings are stored in your organization's isolated storage, encrypted at rest. Only the assigned salesperson and managers with CRM admin access can play or download recordings. Recordings are retained per your organization's configured data retention policy.
How does TaskEase CRM compare to HubSpot for Indian sales teams?
HubSpot's paid CRM tiers are expensive for Indian SMBs, and their WhatsApp integration requires additional connectors. TaskEase CRM includes the core pipeline, call logging, Meta webhook, and team reports at a fraction of the cost — inside an ERP that also handles your projects, attendance, and accounts.
Can we customize the pipeline stages for our sales process?
Yes. Pipeline stages are fully customizable per CRM project. You can rename, reorder, add, or remove stages to match your exact sales process. Different products or services can have different pipeline configurations within the same account.
Ready to replace HubSpot?
Your sales team gets a CRM built for Indian workflows — WhatsApp leads, call recording, and real-time pipeline visibility.