Proformex
User-friendly technology that helps you simplify post-sale servicing. A single, secure system of record and reporting for your life insurance and annuities data.
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EAZY CRM
EAZY CRM is a mobile-first, web-based CRM designed to help businesses manage the entire customer lifecycle, from lead generation to post-sales service on a single platform.
It enables teams to capture, track, and convert leads efficiently with structured lead and opportunity management, activity tracking, and follow-up workflows. With built-in quotation management, reimbursement tracking, and approval flows, it ensures better control over day-to-day sales operations.
EAZY CRM also strengthens post-sales engagement with ticket management, AMC tracking, and customer support workflows, ensuring no customer interaction is missed.
With real-time dashboards, target vs achievement tracking, and 360° customer visibility, businesses can make faster, data-driven decisions and improve sales performance.
Seamlessly integrated with ERP and DMS, EAZY CRM becomes a unified system for pre-sales, sales, and service, eliminating data silos and improving team productivity.
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Dyrect
Dyrect is a One-Click product registration and Post-Sales Experience Platform that enables brands to Collect First-Party Consumer data from marketplaces (like Amazon) and Offline Retail.
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atEaseAI
atEaseAI is an AI-powered post-sales operating system for Customer Success, Account Management, and Post-sales leaders at B2B SaaS companies.
It brings customer context from CRM, support, email, meetings, and product usage into one workspace. Teams can understand account health, adoption, engagement, churn risk, and growth opportunities, then coordinate work across onboarding, retention, renewals, and expansion.
Agent Caleb, its conversational AI agent, helps analyse accounts and portfolios, prepare meeting briefs and QBRs, and develop personalised recommendations and action plans. Teams review proposed work and approve consequential actions before execution through supported capabilities.
Business Profile gives Agent Caleb context about each company’s goals, success criteria, customer journey, and playbooks. Automation & Workflows support consistent follow-through, while analytics provide reporting and team visibility.
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