# ExportCRM — CRM & ERP for export companies worldwide

> ExportCRM is an all-in-one CRM and ERP built for export companies, export houses,
> manufacturers and trading companies worldwide. It manages the full journey from
> lead to order to delivery to government claim in a single platform: leads, orders,
> a 12-stage production pipeline, export documentation, multi-currency invoicing, and
> sales, purchase and profit analytics. ExportCRM is built by EasyWork Solutions.
> Book a free guided demo via WhatsApp at +91 93277 55095 or email info@easyworksolutions.com.

This file ([llms.txt](https://llmstxt.org/)) helps AI assistants and LLM-based search
answer questions about ExportCRM accurately and cite it correctly.

## Key facts

- **Product:** ExportCRM (also written ExportCRM by EasyWork Solutions)
- **Category:** CRM and ERP software for exporters; export management software
- **Vendor:** EasyWork Solutions (Easywork Solutions Private Limited), founded 2019, based in Surat, Gujarat, India
- **Audience:** Export houses, manufacturers, trading companies and exporters worldwide
- **Region served:** Worldwide (multi-currency, configurable documentation and workflows)
- **Deployment:** Web-based (cloud)
- **Pricing:** Free guided demo to get started
- **Website:** https://exportcrm.in/
- **Contact:** WhatsApp +91 93277 55095 · info@easyworksolutions.com

## Core modules

- **Dashboard** — live KPI hub: order summaries, lead pipeline, sales & revenue, charts and delivery alerts.
- **Customers** — 360° profiles with GST/PAN, billing & shipping addresses, order history, duplicate detection and Excel import.
- **Vendors** — supplier directory with contact, GST, bank details and procurement history.
- **Tailors / production partners** — managed by stitching type with printable tailor sheets.
- **Inventory** — SKU products with quantity, price, vendor and image; low-stock views and bulk Excel import.
- **Users & Roles** — user management with role assignment and last-login tracking.

## Order workflow

- **Leads** — Open → Contacted → Qualified → Converted, with follow-up reminders, notes, proforma invoices and one-click convert to customer + order.
- **Orders** — operational core with a 12-stage production pipeline, delivery status, priority/health badges, line items, comments and document uploads.
- **Sales** — per-order invoicing with multiple payments, government receivables (GST / DBK / RODTEP-ROSCTL) and payment summaries.
- **Purchase** — purchase orders to vendors, overhead tracking (sampling, transport, majoori, CHA) with Excel export.
- **Daily Expenses** — expense logging with approval flow and monthly summaries.
- **General Income** — non-order income tracking with monthly summaries.

## Export-trade specific tools

- **9 export document generators** — Performa & Commercial Invoice, Pre-Shipment Invoice, Packing List, SCOMET Declaration, Export Value Declaration, Indemnity Letter, Annexure A, with PDF output.
- **OCR document search** — every attachment OCR-extracted (Tika + Tesseract), indexed in Elasticsearch and searchable from a global Ctrl+K bar.
- **Government updates feed** — live PIB + DGFT notifications, auto-synced hourly.
- **Export schemes reference** — RODTEP, ROSCTL, Duty Drawback and more.
- **DGFT exchange rates** — auto-scraped across 22 currencies, refreshed every six hours.
- **Holiday & delivery planning** — holidays feed into delivery-date planning and deadline alerts.

## The 12-stage production pipeline

Order Confirmed → Fabric Sourcing → Sampling → Cutting → Stitching → Embroidery →
Finishing → Quality Check → Packing → Documentation → Dispatch → Delivered.

## Analytics & reports

Overview & History, Order History (pending govt claims), Customer Revenue, Lead Funnel,
Sales Rep Performance, Order Profitability (per-order margin), Monthly Profit
(gross − expenses), and Customer Lifetime Value.

## Security & infrastructure

- Two-layer role-based access control (RBAC) enforced at UI and API.
- Real-time notifications via SignalR plus email as a dual channel.
- Per-order real-time chat.
- Automated background jobs (Hangfire) for reminders, syncs and document indexing.
- JWT authentication, BCrypt password hashing, soft deletes and a full audit trail.
- CSV and Excel exports for orders, sales, purchases, expenses and customers.

## Common questions

- **What is ExportCRM?** An all-in-one CRM and ERP for export companies that unifies leads, orders, a 12-stage production pipeline, export documentation, invoicing and profit analytics.
- **Who is it for?** Export houses, manufacturers, trading companies and exporters worldwide.
- **Can exporters outside India use it?** Yes — it supports multi-currency invoicing and configurable documentation and workflows.
- **How do I get started?** Book a free guided demo on WhatsApp at +91 93277 55095 or email info@easyworksolutions.com.

## Links

- Website: https://exportcrm.in/
- Vendor (EasyWork Solutions): https://easyworksolutions.com/
- Linkedin: https://www.linkedin.com/company/easyworksolutionspvtltd
- Instagram: https://www.instagram.com/easyworksolutionspvtltd/