All-in-One CRM Platform

Helping Startups Close
Deals With Confidence

Unify your sales pipeline, automate follow-ups, and close deals faster from one intelligent workspace.

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Scheduled
● Scheduled Age: 4h Close: 3d
Inquiry Captured 10:15 AM

Google Ads • B.Tech CSE

Auto-Assigned 10:18 AM

Allocated to Counselor Priya

🔔 Next Callback May 26, 11:30 AM

Visa document checklist walkthrough

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Voice Call Recorded

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Trusted by Scaling Teams and Networks

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95%
Response Time Improvement
3x
Faster Lead Conversion Yields
10K+
Daily Conversations Handled

Built for sales teams that mean business

From the first inbound lead to a closed deal, Epoq Connect handles every step — no spreadsheets, no missed follow-ups, no leads slipping through the cracks.

W
M
T

All Leads in One Place

All inbound leads — from web forms, ad campaigns, live chat, and WhatsApp — land in one shared team inbox. No more leads lost in a rep's personal phone or email. Every contact is logged, timestamped, and auto-assigned within seconds.

Explore Inbox Suite ➔
HOT LEAD
⚡ Auto-SMS
WARM
📧 Nurture Flow
WON
🎉 Notify Team

Smart Status Tracking

Easily identify the exact hotness of every lead using customizable statuses, sub-statuses, and color-coded labels. You can even trigger powerful automated workflows instantly based on any status change to keep your pipeline moving without manual effort.

Explore Pipeline ➔
▶
02:14
▶
04:45

Automated Call Recording

Automatically record the voice of your employees dealing with leads to ensure quality control, track performance, and maintain compliance. Review call logs directly within the lead profile to coach your team and never miss a crucial detail.

Explore Comms ➔

Team Performance Intelligence

Know exactly who's closing — and who's losing deals. Live dashboards show each agent's call count, response time, follow-up rate, and revenue closed. Set targets, spot bottlenecks early, and reward top performers with real data.

Explore Analytics ➔

All the features to optimize your workflow

Epoq Connect comes packed with modular CRM utilities designed to keep your customer engagement structured and fully accountable.

👤

Lead Ownership & Assignment

Assign and enforce lead ownership across your sales team, eliminating duplicate outreach and internal conflicts.

📊

Real-Time Performance Stats

Track agent response times, daily activity counts, and revenue conversions with a live team dashboard.

🔄

Auto Lead Re-Assignment

Automatically reassign stale or unanswered leads back into active agent queues — no lead left behind.

🔔

Follow-Up & Callback Alerts

Receive instant desktop notifications and reminders exactly when a follow-up action is due.

🔍

Lost Deal Tracking

Flag and analyze lost or inactive pipelines to identify drop-off points and recover missed revenue.

📥

Data Export & Reports

Export contact lists, activity logs, and deal histories to Excel or PDF with a single click.

🎙️

Unlimited Call Recordings

Store encrypted call recordings directly inside each contact's history for quality review and compliance.

🔒

Role-Based Access Control

Set granular permissions for agents, managers, and admins to keep your CRM data secure and organized.

⚡

Workflow Automations

Build custom automation rules — round-robin routing, stage-triggered messages, and task creation — that run 24/7.

Live Lead Journey

Every lead tracked, every step of the way

From the first inbound contact to a closed deal, Epoq Connect logs every interaction — calls, messages, follow-ups — and surfaces the right next action for your team at exactly the right time.

  • 📋 Auto-create contact profiles from web forms, ads & WhatsApp
  • 🔁 Stage-based pipeline: New Lead → Contacted → Qualified → Closed
  • ⏰ Smart follow-up reminders when deals go cold for 48 hrs
See It Live
🙋

New Lead: Sarah Mitchell

Source: Google Ad · Product: Enterprise Plan · Stage: New Lead

Auto-Assign · Agent James
📞

Follow-Up #2 Logged · Day 3

Call recorded · Notes saved · Next action: Send Product Demo Link via WhatsApp

Pipeline → Proposal Stage
✅

Deal Closed — Contract Signed

Plan: Enterprise · Onboarding task auto-triggered · Closed in 9 days

⚠️

Stale Lead Detected

No activity for 14 days · Status: Evaluation · Flagged for Review

Auto-Analysis · Drop-off Risk High
📊

Manager Alert Triggered

Pipeline Health Alert · Re-assigned to Retention Team

Re-engagement Sequence Sent
🎯

Lead Recovered

Deal reopened · New demo booked · Lost Revenue Saved

Lead Analytics

Spot lost leads before they drop off

Don't rely on gut feelings. Epoq Connect's analytics engine flags inactive deals, visualizes your drop-off points, and helps your team recover lost revenue automatically.

  • 🔍 Auto-flag leads that have been stuck in a status for too long
  • 📉 Visual funnel reports showing exactly where deals are lost
  • 🔁 One-click re-engagement campaigns for dropped pipelines
Explore Analytics
Smart Automation

Deals followed up. Team performance tracked. Automatically.

Epoq Connect's automation engine fires the right reminder at exactly the right moment — and the performance dashboard gives managers a real-time view of every agent's output, without a single manual report.

  • 🔔 Auto follow-up message if a deal goes cold for 48+ hours
  • 📅 Meetings scheduled with automated pre-call reminders
  • 🏆 Live agent KPI dashboard — calls, deals closed, response time
Explore Automation Suite
❄️

Deal Gone Cold: Marcus Johnson

No contact for 48 hrs · Status: Proposal Sent · Automation Rule Triggered

Auto-Reminder · WhatsApp Sent
💬

Follow-Up Message Delivered

"Hi Marcus, just checking in on the proposal. Happy to answer any questions!" · Read ✓✓

Meeting Booked · Manager Notified
🏆

Performance Dashboard Updated

Agent James: +1 Recovery · Response Rate: 96% · Weekly Rank: #1 on Team

Why Teams Switch

Replace scattered tools with one intelligent CRM

Excel sheets, sticky notes, and fragmented WhatsApp groups can't scale with growing admission teams. See exactly where Epoq Connect changes the game.

Visual Pipeline vs. Static Spreadsheets

Stop hunting through rows of data. Epoq Connect gives counselors a drag-and-drop pipeline board — move leads from New Inquiry to Enrolled in one click.

✓ Epoq Connect
✓ Lead status tracking (Inquiry → Enrolled)
✓ Color-coded priority flags
✓ Bulk status updates in one click
✓ Auto-log every status change
✗ Excel / Generic CRM
✗ Manual row-by-row status updates
✗ No visual pipeline view
✗ Overwritten history — no audit trail
✗ Shared sheets cause data conflicts

Counselor Analytics vs. Gut Feeling

Know exactly which counselors are converting leads and which need support — with live stats on call counts, response time, and conversion rate by agent.

✓ Epoq Connect
✓ Per-counselor conversion dashboard
✓ Average response time tracking
✓ Daily call log with recordings
✓ Workload balancing across team
✗ Excel / Generic CRM
✗ No per-agent performance view
✗ Call notes lost in personal notebooks
✗ Manager relies on self-reported data
✗ No overload detection or alerts

Smart Automation vs. Missed Follow-Ups

80% of leads require more than 5 touch-points. Epoq Connect auto-schedules follow-up calls, sends WhatsApp nudges, and escalates cold leads — so no opportunity falls through the cracks.

✓ Epoq Connect
✓ Rule-based WhatsApp sequences
✓ Cold lead auto-escalation after 48 hrs
✓ Scheduled reminder calls + SMS
✓ Campaign templates per program type
✗ Excel / Generic CRM
✗ Manual reminders via sticky notes
✗ No cold lead detection system
✗ Missed callbacks = lost enrollments
✗ WhatsApp broadcast sent manually

Flexible and transparent pricing

Choose the model that fits your institutional workload. Scale your desks seamlessly as your inbound inquiry volume grows.

3 Months Starter
Billed Quarterly
₹899
  • ✓ Up to 5 Active Counselors
  • ✓ Lead Ownership Request queues
  • ✓ Automated Callback reminders
  • ✓ WhatsApp API integration
  • ✓ Basic Conversion Analytics
Start Free Trial
MOST POPULAR
6 Months Expansion
Billed Half-Yearly
₹699
  • ✓ Up to 15 Active Counselors
  • ✓ Smart Round-Robin Allotment
  • ✓ Unified WhatsApp Team Inbox
  • ✓ Multi-Branch Role segregation
  • ✓ Advanced Performance Metrics
  • ✓ Unlimited Call Recordings
Start Free Trial
12 Months Enterprise
Billed Yearly
₹599
  • ✓ Unlimited Counselor Desks
  • ✓ Customized Lead Allotment scripts
  • ✓ Dedicated Priority Servers
  • ✓ Custom CRM Database field configs
  • ✓ Consolidated Multi-Center reports
  • ✓ Dedicated Success Manager
Start Free Trial
★ ★ ★ ★ ★

"Switching to Epoq Connect was one of the best decisions we made for our sales and support teams. The intuitive interface, seamless integrations, and automation capabilities have significantly improved our customer engagement. It feels like the CRM was built with our exact needs in mind."

Majo Mathew CTO, Ibis Academy
★ ★ ★ ★ ★

"Epoq Zero stands out not just for its products, but for its people. The team is proactive, dependable, and always open to collaboration. Their professionalism and attention to detail have made a real difference in our journey."

Frinoj Francis Founder, Vital Jobs
★ ★ ★ ★ ★

"Epoq Connect CRM made our work so much easier. It's simple to use, keeps everything organized, and helps us stay on top of our clients. It's this rare combination of technical strength and human connection that has truly elevated our student pipelines."

Rinto Sunny Founder, Mount Bell

Transform your customer conversions today

Join dozens of high-growth networks scaling their customer relationships without complex setups. Request a personalized demo or start your 14-day free trial.

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Common Inquiries

Frequently Asked
Questions

Find answers to common technical, functional, and billing inquiries regarding Epoq Connect.

Epoq Connect is a highly customizable, unified conversational CRM that helps modern teams and startups manage their sales pipelines, integrate WhatsApp and VoIP, and close deals faster from a single workspace.
Yes, Epoq Connect features deep API integrations with WhatsApp, email, SMS, and cloud telephony services to unify your customer communications.
Epoq Connect pricing starts at ₹599 per user per month on our annual subscription plan, making it highly affordable for growing startups and agile teams.
Absolutely. Epoq Connect is a modular CRM, meaning you can fully customize the workspace, deal pipelines, and automated lead routing rules to fit your exact operational needs without rigid constraints.
Get in Touch

Epoq Zero LLP Office Address

We assist scaling organizations in deploying bespoke software pipelines on time and under budget. Let's build your unified student and sales CRM workspace.

Kailas Nagar, Palliyil Road, Kottapuram, West Fort, Thrissur, Kerala, 680004, India

Direct Callback Desks

(+91) 8606207307 (+91) 8078495140 (+91) 7560931829

Institutional Desk

info@epoqzero.com