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Sales CRM EZi for iPhone & iPad on Business 1.6.1

Sales CRM EZi is an apps for Business on iPhone & iPad, by EZi Phone Apps. Sales CRM EZi allows anyone in sales to manage and track your Sales Opportunities on your iPhone.

EZi Phone Apps
Run on OS:
Multiple OS
File type:
File size:
Updated on:
Sep 18, 2013
Check Reviews
Softmenu rating: 6/10

Sales CRM EZi 1.6.1 Reviews - by Softmenu Mobile Editor

Sales CRM EZi is an app for iPhone & iPad. With the latest version of Sales CRM EZi, you can have your mobile worked better.

Driver Description - by Publisher

Apps description is given by EZi Phone Apps - the apps publisher/developer, and it is made no changes by softmenu.

Apps Full Description see below:

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

Visit for more sample screenshots

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

Supported Operating System:

Compatible with iPhone, iPod touch, and iPad. Requires iOS 3.0 or later

Running requirements

Need not extra requirement except the OS environments mentioned above.


Please check the license above, if this is a freeware, it will be no limitation, else it may have the days or times limitation, please read the specifications attached with the download file carefully.

Tested virus free - Sales CRM EZi has been tested to be a safe driver on Sep 18, 2013.

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