Why do agencies lose track between the proposal and the payment?
In many agencies the proposal lives in a document, the project in a task tool, hours in a spreadsheet, the invoice in accounting software and the client's messages on someone's personal WhatsApp. When a client asks what they were billed for, or a project runs over, the answer is spread across five places.
A CRM built for service work keeps every step attached to the client: what you proposed, what you are delivering, how long it took, and what has been invoiced and paid.
How does Qezora run an agency from proposal to payment?
QezoraCrm covers the work itself and QezoraChat covers the conversations around it. Both live in the same Qezora account.
QezoraCrm
CRM software for small businesses
Sell, deliver and bill.
- Proposals and estimates, including estimate requests from your website
- Projects with milestones, tasks, timesheets and meeting notes, linked to the client
- GST invoices with tax fields, recurring invoices, payments and credit notes
- Support tickets, a knowledge base and surveys after delivery
QezoraChat
Omnichannel inbox + AI agent
Client conversations in one shared inbox.
- WhatsApp, Instagram, Messenger and Telegram, with All, Mine and Unassigned views
- Open, Pending and Resolved status, so no client waits unnoticed
- Labels and quick replies for repeat questions
- Every new chat creates a CRM lead with its source
What does the client workflow look like, step by step?
Here is one client's path through Qezora, from first enquiry to after-sales support.
Lead
An enquiry arrives
A prospect sends an estimate request from your website, comes in through Meta Lead Ads or IndiaMART, or messages you on WhatsApp. Each one becomes a lead in the Enquiry stage.
Proposal
You send a proposal
Send a proposal or estimate from the CRM. When the client accepts it, turn it into an invoice.
Project
The project is set up
Create the project with milestones and tasks, assign the tasks to your team and keep meeting notes on it, all linked to the client.
Time
Hours are logged
The team records its hours in timesheets, and timesheet reports show where the time went.
Billing
The GST invoice goes out
The invoice carries tax fields such as CGST and SGST. Record the payment when it arrives. Recurring invoices suit retainers, and overdue reminders chase late payments.
After launch
Support continues
Follow-up requests come in as support tickets on the client's profile, and the client's contract reminds you before it is due for renewal.
Which Qezora features fit agency work best?
Proposals and estimates
Send proposals and estimates, collect estimate requests from your website and turn accepted ones into invoices.
GST invoices and payments
Invoices in rupees with tax fields, recurring invoices, payments, credit notes and bulk PDF export for your accountant.
Projects and timesheets
Milestones, tasks, timesheets and meeting notes, all linked to the client they belong to.
Client profiles and contracts
Contacts, invoices, projects and tickets on one profile, plus contracts that remind you before renewal.
Subscriptions and expenses
Recurring billing, expense tracking and an expenses vs income view.
Support and knowledge base
Tickets, a knowledge base and surveys that keep clients happy after delivery.
Reports and goals
Reports on sales, leads and timesheets, plus company goals.
Shared client inbox
Client chats from WhatsApp and Instagram in one inbox, with labels, statuses and team reports.
What does Qezora cost for an agency's team?
QezoraCrm is priced per user, so the cost follows your team size: ₹1,299 per user per month, ₹1,199 per user with 3 users and ₹999 per user with 5 or more users; billed yearly it's 20% less (₹1,039, ₹959 and ₹799 per user per month), excluding 18% GST. No module depends on the number of users: proposals, estimates, GST invoices, projects and timesheets, contracts, expenses, subscriptions, HRM and reports are all part of QezoraCrm.
| Plan or users | What it covers | Billed monthly | Billed yearly |
|---|---|---|---|
| QezoraCrm, 1 user | Proposals, GST invoices, projects, timesheets, HRM and reports | ₹1,299/user/month | ₹12,468/user/year₹1,039/user/month |
| QezoraCrm, 3 users | Proposals, GST invoices, projects, timesheets, HRM and reports | ₹1,199/user/month | ₹11,508/user/year₹959/user/month |
| QezoraCrm, 5 or more users | Proposals, GST invoices, projects, timesheets, HRM and reports | ₹999/user/month | ₹9,588/user/year₹799/user/month |
| QezoraChat Starter | 500 contacts, 1 channel, 1 CRM license | ₹2,000/month | ₹19,200/year₹1,599/month |
| QezoraChat Growth | 1,500 contacts, 2 channels, 2 CRM licenses, QezoraShop and QezoraLoya included free | ₹5,000/month | ₹47,988/year₹3,999/month |
- Prices are in Indian rupees and exclude 18% GST. Yearly QezoraChat plans are billed at the yearly price shown for each plan.
- QezoraShop and QezoraLoya are included free with QezoraChat Growth and Scale. Meta's per-message charges for WhatsApp template messages are billed separately at Meta's published rates.
- QezoraCrm is priced per user: one CRM license is one user. Billed yearly, it costs 20% less.
Agency CRM questions
At the least: a lead pipeline, proposals, projects with tasks and timesheets, GST invoicing with payment tracking, and a client profile that ties them together. QezoraCrm has all of these, plus contracts, support tickets and reports on sales, leads and timesheets.
Yes. Send a proposal or estimate in QezoraCrm, turn it into a GST invoice once it is accepted and record the payment. Recurring invoices and credit notes are built in, and you can export invoices in bulk as PDF.
Yes. Projects hold milestones, tasks, timesheets and meeting notes, and each project is linked to the customer it belongs to. Reports, including timesheet reports, are part of QezoraCrm too.
Yes, mostly in where it lives. In QezoraCrm, projects sit on the same customer profile as proposals, GST invoices, payments, tickets and contracts, with milestones, tasks, timesheets and meeting notes, so there's no second tool to keep in sync. It covers those essentials rather than everything a specialist project tool does.
No. Project timesheets log hours against client projects, and timesheet reports show where the time went. Attendance and leave are separate HR modules in QezoraCrm.
Follow-up requests come in as support tickets on the client's profile, and the client's contract reminds you before it's due for renewal.
They live in the same Qezora account. QezoraChat keeps client chats in a shared inbox and creates a CRM lead for every new chat, with its source. The client's invoices, projects and tickets sit on their customer profile in QezoraCrm.
With 5 or more users, QezoraCrm costs ₹999 per user per month billed monthly, or ₹799 per user per month billed yearly (₹9,588 per user per year), excluding 18% GST. Every module is part of QezoraCrm whatever the number of users, and each staff member gets a role with its own permissions.