Every module, on purpose
EazyBroker is not a generic CRM—it is shaped around brokerage desks that juggle parties, renewals, interest, brokerage, and paper that still matters in the real world.
A cockpit for the book
The dashboard overview surfaces principal at risk, interest due, brokerage, maturities, and recent activity—so the first screen you open already answers the questions your phone is buzzing about.
Principal
₹2.4Cr
+4.1%
Due interest
₹18.2L
12 due
Brokerage
₹3.1L
+8.3%
Brokerage · 12 weeks
+18.2%
Counterparties with context
Parties are the spine of the system: names, categories, chains, and balances flow into deals, bills, and the portal view. Less re-typing means fewer reconciliation surprises at month-end.
Renewals without losing the thread
The deal sheet is tuned for brokers who live in grids—filter by party, jump into a transaction, and renew without rebuilding context in a spreadsheet tab you forgot to save.
Bank-mode receipts that auditors recognize
Dedicated brokerage tracking, receipts, and analytics appear when your workspace runs in bank mode—so TDS lines, net receipts, and follow-ups stay in one place instead of three PDF folders.
Schedules that match the street
Interest workspaces bring schedules, grace, receipts, and drill-downs into one lane—aligned with how your desk already talks about runs, resets, and overdue buckets.
Truth that exports cleanly
The ledger is the canonical narrative: every movement tied to a transaction, filterable and exportable when you need to email proof or drop numbers into compliance review.
Print surfaces that respect paper
Bill layouts are designed for A4, QR blocks, bank details, and the edge cases print pipelines hate—because a broker’s reputation still rides on a clean piece of paper.
When money moves outside the bank rail
Cash desks still need discipline. Daily cash flow captures movement in a notebook-friendly flow with statements and analytics so physical float does not disappear into memory.
Formal comms beside the ledger
Letters stay attached to the operational graph in bank-mode workspaces—so demand drafts and notices are not orphaned in inboxes when a deal goes noisy.
Profile, modes, and guardrails
Company branding feeds bills, while workspace settings control transaction mode, calendars, daily cash flow availability, and how separate party ledgers behave—so policy is enforced in software, not vibes.
Party portal
Counterparties sign in through a constrained portal experience to see their slice of the book—balances, transactions, and exports—without wandering into your entire workspace.
Open portal sign-in