Run your entire export business from one CRM
From lead to delivery to government claim — leads, orders, a configurable production pipeline, export documentation, sales, purchase and profit analytics, all in a single platform purpose-built for exporters.
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Product Walkthroughs
7 VideoEverything an export house runs, in one platform
Master modules
Everything your back office needs, in one place
Customers, vendors, tailors, inventory and users — the foundations of your export operation, each with full CRUD, search and bulk import.
Dashboard
/dashboardA live KPI hub — order summary cards, lead pipeline, sales & revenue, recent activity, order-volume and revenue charts, plus upcoming-delivery alerts.
Customers
/customersFull 360° profiles with company, GST/PAN, multiple billing & shipping addresses, order history and metrics. Duplicate detection and one-click Excel import.
Vendors
/vendorsA supplier directory organised by category, with contact, GST and bank details, full procurement history and instant search.
Tailors
/tailorsManage production partners by stitching type, track production history and print ready-to-hand tailor sheets.
Inventory
/inventorySKU products with quantity, price, unit, type, vendor and image. Low-stock views, search, and bulk Excel import with preview & validation.
Users & Roles
/usersCreate and manage users, assign roles, activate/deactivate accounts, reset passwords and track last-login activity.
Order workflow
From first enquiry to government claim
One connected flow — capture a lead, convert it to an order, drive it through production, bill it, and reconcile every cost and receivable.
A configurable production pipeline
Fully configurable per workspaceLeads
/leadsFull lifecycle — Open → Contacted → Qualified → Converted. Assignment, follow-up reminders, timestamped notes, proforma invoices and one-click convert to customer + order.
Orders
/ordersThe operational core: a configurable production pipeline, delivery status, priority & health badges, reference images, line items, comments thread and indexed document uploads.
Sales
/salesPer-order invoicing with multiple payments, government receivables (GST / DBK / RODTEP-ROSCTL), expected vs received dates, CHA flag and a clear payment summary.
Purchase
/purchaseRaise purchase orders to vendors per order and item. Track overheads (sampling, transport, majoori, CHA), line items, costs — with Excel export.
Daily Expenses
/expensesLog expenses by category with an approval flow, monthly summaries and Excel export for your accountant.
General Income
/incomesRecord non-order income by category with full history and monthly summaries, so every rupee is accounted for.
Marketplace integrations
Turn marketplace orders into CRM orders in one click
See every Amazon, Flipkart, Meesho and Shopify order directly inside ExportCRM, then convert it into a CRM order and manage it end to end — through your production pipeline, documents and delivery — just like a direct export order.
Convert to a CRM order in one click
Review any Amazon, Flipkart, Meesho or Shopify order and convert it into a full ExportCRM order in one click — buyer, line items, quantities and amounts carried over automatically, with nothing to re-type.
Manage through your production pipeline
Once converted, the order runs through the same configurable production pipeline as your direct orders — track every stage from confirmation and sourcing through stitching, quality check and dispatch.
Fulfil, document & track it fully
Generate export documents, attach files, log payments, chat with your team and track delivery for the order — every marketplace order managed end to end, exactly like the rest of your business.
Purpose-built for export trade
The export-house features no generic CRM has
Documentation, compliance and government schemes are first-class citizens here — not afterthoughts you bolt on with spreadsheets.
9 export document generators
Performa & Commercial Invoice, Pre-Shipment Invoice, Packing List, SCOMET Declaration, Export Value Declaration, Indemnity Letter, Annexure A — structured forms with PDF output.
OCR document search
Every attachment is OCR-extracted (Tika + Tesseract) and indexed in Elasticsearch, fully searchable from the global Ctrl+K bar — find any clause in any document.
Govt. updates feed
A live PIB + DGFT notifications feed, auto-synced every hour, so you never miss a policy change that affects your shipments.
Export schemes reference
A reference database of export benefit schemes — RODTEP, ROSCTL, Duty Drawback and more — at your fingertips.
DGFT exchange rates
Auto-scraped and cached DGFT exchange rates across 22 currencies, refreshed every six hours for accurate invoicing.
Holiday & delivery planning
Maintain holidays and closures that feed directly into delivery-date planning and deadline alerts.
Analytics & reports
Know your profit on every single order
Go beyond revenue. Track per-order profitability and margins, monthly gross profit after expenses, lead funnel conversion, sales rep performance and customer lifetime value — each exportable to Excel.
- Overview & History
- Order History — pending govt claims
- Customer Revenue
- Lead Funnel
- Sales Rep Performance
- Order Profitability (per-order margin)
- Monthly Profit (gross − expenses)
- Customer Lifetime Value
Secure & automated
Enterprise-grade foundations, working in the background
Role-based access, real-time alerts, automated jobs and a complete audit trail — so your data stays safe and your team stays on top of every deadline.
Two-layer RBAC
/admin/permissionsPer-role, per-module canView / Create / Edit / Delete permissions, enforced at both the UI and the API layer.
Real-time notifications
/notificationsSignalR alerts for delivery deadlines, lead follow-ups and receivables — with email as a dual channel so nothing slips.
Per-order chat
/ordersA real-time chat dock on every order keeps your team's context exactly where the work happens.
Automated background jobs
Hangfire jobs handle order reminders, weekly overviews, government sync, lead follow-ups, CHA reminders and document indexing — on schedule, without you.
Secure by design
JWT authentication, BCrypt password hashing, soft deletes and a full audit trail (created / updated / deleted by) across every record.
Export everything
/reportsCSV and Excel exports for orders, sales, purchases, expenses and customers — your data is always portable.
Built around you
Customization as per your requirement
ExportCRM is not one-size-fits-all. We tailor the platform to each client — custom modules, fields, documents, integrations and branding — so it fits your export business exactly.
Tailored to your workflow
We adapt ExportCRM to the way your export house actually works — your pipeline stages, approval flows, terminology and roles, configured to match your process instead of forcing you to change it.
Custom modules & fields
Need a module, field, status or report that isn't in the standard product? We build it. Custom forms, custom data points and custom dashboards as per your requirement.
Custom documents & reports
Your own invoice formats, packing lists, export documents and report layouts — built to your branding and the exact format your buyers and authorities expect.
Integrations on request
Connect ExportCRM with your existing tools — Tally, accounting software, ERPs, payment, shipping or government portals — through custom integrations built for your stack.
Your branding (white-label)
Run the platform under your own logo, colours and domain. We white-label the product so it feels like software built in-house for your company.
Dedicated dev support
A dedicated EasyWork Solutions team takes your requirements, scopes the change and ships it — ongoing customization and enhancements as your business grows.
Tell us how your export operation runs and we'll shape ExportCRM around it. Custom development is part of what we do.
Discuss your customizationFAQ
Frequently asked questions
Everything exporters usually ask before booking a demo. Still unsure? Talk to us on WhatsApp.
What is ExportCRM?+
ExportCRM is an all-in-one CRM and ERP built for export companies. It brings leads, orders, a configurable production pipeline, export documentation, invoicing and profit analytics into a single platform, replacing scattered spreadsheets and disconnected tools.
Who is ExportCRM for?+
ExportCRM is for export houses, manufacturers, trading companies and exporters who want to manage the full journey from enquiry to shipment and payment in one system.
Does ExportCRM handle export documentation?+
Yes. ExportCRM generates and centralizes export documents such as the Commercial Invoice, Packing List and shipping paperwork, so your team can generate, store and track them alongside each order.
Does ExportCRM track RODTEP, ROSCTL and Duty Drawback?+
Yes. ExportCRM tracks GST, RODTEP, ROSCTL and Duty Drawback receivables per order, flags pending government claims, and includes a live PIB and DGFT updates feed plus an export-scheme reference.
Does it support multi-currency invoicing?+
Yes. Invoicing is multi-currency and uses auto-updated DGFT exchange rates across 22 currencies, refreshed regularly for accurate billing and value declarations.
Does ExportCRM integrate with Amazon, Flipkart, Meesho and Shopify?+
Yes. ExportCRM integrates with online marketplaces including Amazon, Flipkart, Meesho and Shopify. You can see all your marketplace orders directly inside ExportCRM and convert any of them into a CRM order in one click, with the buyer, items and amounts carried over automatically. From there you manage the order end to end — running it through your configurable production pipeline, generating export documents, tracking delivery and handling everything just like a direct export order. Additional channels can be connected on request.
What is the production pipeline?+
The production pipeline lets you track every order from confirmation through manufacturing, quality checks, packing and dispatch, so you always know the real-time status of every shipment. It is fully configurable per workspace, so you can rename, reorder or remove stages to match your own process.
Can ExportCRM be customized to my requirements?+
Yes. We provide customization as per each client's requirement. Beyond the configurable pipeline and settings, EasyWork Solutions can build custom modules, fields, documents, reports, integrations (such as Tally, accounting software and government portals) and even white-label the platform under your own branding. Tell us how your export business runs and we tailor ExportCRM to match it.
Is my data secure in ExportCRM?+
ExportCRM uses JWT authentication, BCrypt password hashing, two-layer role-based access control, soft deletes and a full audit trail across every record.
How do I get started with ExportCRM?+
Book a free guided demo. The EasyWork Solutions team will walk you through ExportCRM tailored to your export business and help you get set up. You can reach us on WhatsApp at +91 93277 55095 or email info@easyworksolutions.com.
How does ExportCRM help exporters?+
ExportCRM helps exporters eliminate manual data entry, reduce documentation errors, and streamline operations. By centralizing leads, quotations, production tracking, and multi-currency invoicing in one place, it saves time, reduces compliance risks, and ensures you never miss a government incentive claim.
Is ExportCRM suitable for textile and apparel exporters?+
Yes. ExportCRM is highly tailored for textile, apparel, and garment exporters. It tracks fabric sourcing, tailoring, multi-stage production pipelines (stitching, embroidery, finishing), and specific government benefits like ROSCTL and RODTEP.
Can ExportCRM manage ECGC policies?+
Yes. ExportCRM tracks ECGC (Export Credit Guarantee Corporation) coverage against buyer credit limits, ensuring shipments remain compliant and insured. It helps mitigate risk by flagging orders that exceed approved ECGC limits.
One platform to run your whole export business
Stop juggling spreadsheets, WhatsApp and disconnected tools. See how ExportCRM brings it all together.