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Sales CRM EZi

Sales CRM EZi
  • #: 11548
  • Price: $9.99 In Apple Store
  • Category: Business
  • Updated: 2010-12-13
  • Current Version: 1.6.1
  • 1.6.1 (iOS 4.0 Tested)
  • Size: 0.70 MB
  • Language: English
  • Seller: EZi Phone Apps Pty Ltd
  • Requirements: Compatible with iPhone, iPod touch, and iPad. Requires iOS 3.0 or later
  • © 2009 EZi Phone Apps Pty Ltd
  •  Add to Favorite apps



Sales CRM EZi allows anyone in sales to manage and track your Sales Opportunities on your iPhone. It can also produce a realistic sales forecast.

1) Are you a Sales Professional?

2) Do you need to keep track of your leads and opportunities easily on your iPhone?

3) Do you need to easily view what sales you should be closing?

4) Want to see your next actions based on your current pipeline?

5) Do you want to see the client contact info to call or email them?

6) Do you need to give your boss an up to date sales forecast?

7) Do you want an app that helps you stay focused and motivated?

If the answer is YES to any of these, then Sales CRM EZi is for YOU!


New in Ver 1.4 - You can now access iPhone contact information from an existing opportunity in order to call, email, or view their address. Added csv extension to exported files.

New in Ver 1.3 - You can now email your sales opportunities.


Awarded 'BEST' accolade by iPhone Apps Plus

"Excellent app for the Sales Professional" (Canada) 5 Stars

"If you want a CRM app you'll only run on your iPhone, this is the one to get" (USA) 4 Stars

"Very Useful. A great deal for $9.99" (USA) 5 Stars

"Excellent for tracking my sales leads - just what I have been waiting for!" (Australia) 5 Stars

"Outstanding! A must have for Sales Persons following Sales Negotiations. Absolutely professional, streamlined, fast, beautiful!" (Italy - translated) 5 Stars


Select iPhone contact names or company names against an opportunity (optional).

See your current sales pipeline allowing you to focus on what needs to be closed.

View outstanding sales opportunities by Next Action Date, by Estimated Close Date or by Contact Name.

Set your next communication or action for each sales lead.

Overdue action and close dates are highlighted in red.

View historical Sales (Won or Lost).

Set 5 user defined sales statuses by altering the stage descriptions and stage probability percentages (configured in settings).

Dashboards use your status percentages to show a realistic sales forecast.

View dashboards to show:

6 month sales pipeline opportunity by sales value based on probability percentages.

6 month 100% sales opportunity to show your total potential (should you close everything).

6 month commission forecast based on probability percentages.

6 month 100% commission opportunity to show your total potential (should you close everything).

User defined commission percentage will calculate commission on each opportunity (or type in). This can be set to calculate based on the turnover or the profit.

Set your monthly target - for dashboard comparison.

Use of snippets to enter repetitive opportunity titles, competitors, next action, problem, solution and notes.

Prove to your boss you have your finger on the pulse!

Ideal business app for anyone in sales who needs to keep track and focus on sales opportunities.


If you want your prospects or clients to be listed separately within your iPhone contacts, all you have to do is create a Contacts Group and add the prospect details there.


Peer to Peer Connectivity - allow you to pass a sales lead from one salesperson to another.

Ability to add an action to your calendar.

Copy facility for entry of multiple opportunities.

Support of Multiple Languages.

Picture store against an opportunity.

More charts.

Please email us further suggestions at support@eziphoneapps.com

Visit www.eziphoneapps.com for more sample screenshots

Watch the YouTube video on (please choose to watch in HD for best quality):


What's New in Version 1.6.1

Fixed issue with snippets crashing on occasion.

iPhone Screenshots

Sales CRM EZi iPhone Screenshot 1
Sales CRM EZi iPhone Screenshot 2

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Rated 3/5 based on 2 customer reviews.


3/5 stars

Not really CRM more Pipeline management

This is a decent app however, aside from the the comments of others regarding integration with either web or desktop companions this app as a standalone could greatly benefit from a more detailed contact page.

When viewing opportunities I do not have any detailed information regarding my contacts. To access contact info I must leave the app and go to my address book. That is assuming that contact is in my address book. If I pull from my address book there is not a direct link to that individual.

I have yet to find an app that is not associated with a subscription service that does it all. So my only gripe is the price is a little steep for pipeline management only.

4/5 stars

Nice app updates still needed

I find this app quite useful to track our small vacation rental weeks. It is easy to use and has the sort capabilities needed. My only disappointment is the lack of responsiveness to questions from the developers. I have asked questions with no response. For a $10 app, I would expect more. Try the lite version to see if it works for you.


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The information may be outdated (2011-03-27 11:09:22). For actual information go to iTunes

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