EZLynx Features
What are the features of EZLynx?
Admin
- Configuration Ease of Admin
- Document Admin
Platform
- Performance and Reliability
Administration
- Accounting
- Contact Management
- Commissions
- Sales Tools
- Reporting & Dashboards
- Payment Processing
- Email Integration
- Task Management
Insurance Documentation
- Claims Management
- Policy Management
- Invoicing & Receipts
- Electronic Signatures
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EZLynx Categories on G2
Filter for Features
Configuration
Product Catalog | Allows users to search, filter, sort and select items to be added to quote This feature was mentioned in 14 EZLynx reviews. | 76% (Based on 14 reviews) | |
Guided Selling | Based on answering questions about customers the configurator automatically selects the best fit products 14 reviewers of EZLynx have provided feedback on this feature. | 62% (Based on 14 reviews) | |
Configuration Rules | Rules ensure that users select only compatible options and that all required items are included 16 reviewers of EZLynx have provided feedback on this feature. | 68% (Based on 16 reviews) | |
Configured Pricing | Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price This feature was mentioned in 13 EZLynx reviews. | 71% (Based on 13 reviews) | |
Visual Configuration | Based on 14 EZLynx reviews. Images can be displayed of options to enable users to visualize product options as it is being configured | 73% (Based on 14 reviews) | |
Ease of Use | Configurator guides users through process visually; no significant training required This feature was mentioned in 17 EZLynx reviews. | 81% (Based on 17 reviews) |
Pricing
Pricing Flexibility | Based on 16 EZLynx reviews. Ability to support multiple pricing models for one-time, recurring, and other items | 64% (Based on 16 reviews) | |
Discounting | Based on 14 EZLynx reviews. Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements | 61% (Based on 14 reviews) | |
Commerical Rules | Based on 14 EZLynx reviews. Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations | 58% (Based on 14 reviews) | |
Terms and Conditions | Ensure that users automatically include the right terms based on items being quoted 15 reviewers of EZLynx have provided feedback on this feature. | 71% (Based on 15 reviews) | |
Approval Workflow | See feature definition | Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly 14 reviewers of EZLynx have provided feedback on this feature. | 64% (Based on 14 reviews) |
Renewals | Based on 14 EZLynx reviews. Allows users to renew existing contracts based on contracted pricing and existing assets already owned | 67% (Based on 14 reviews) |
Quoting
Grouping | As reported in 12 EZLynx reviews. Ability to easily group items on quotes; apply and manage discounts and pricing by group | 69% (Based on 12 reviews) | |
Version Control | Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version 13 reviewers of EZLynx have provided feedback on this feature. | 59% (Based on 13 reviews) | |
Quote Document Generation | As reported in 15 EZLynx reviews. Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word) | 71% (Based on 15 reviews) | |
Document Customization | Users can customize quote with supporting documents, comments, cover letters for each customer. This feature was mentioned in 15 EZLynx reviews. | 70% (Based on 15 reviews) | |
Ordering | Based on 14 EZLynx reviews. Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration | 60% (Based on 14 reviews) | |
Contracts | Ability to convert accepted quotes into contracts; set up of required assets and contracts 13 reviewers of EZLynx have provided feedback on this feature. | 65% (Based on 13 reviews) |
Admin
Configuration Ease of Admin | Easily build and maintain configurator; flexibility to easily embed all desired business logic This feature was mentioned in 17 EZLynx reviews. | 72% (Based on 17 reviews) | |
Pricing Administration | Can easily build and maintain pricing logic required by business This feature was mentioned in 16 EZLynx reviews. | 55% (Based on 16 reviews) | |
Workflow Management | Based on 17 EZLynx reviews. Easily build and maintain workflows, misc commercial fields, commercial rules | 63% (Based on 17 reviews) | |
Document Admin | Ability to easily build and maintain quotes, contracts, and other document outputs 18 reviewers of EZLynx have provided feedback on this feature. | 72% (Based on 18 reviews) |
Channels
Mobile User Support | Supports users working on a mobile devide (phone and/or tablet) This feature was mentioned in 14 EZLynx reviews. | 71% (Based on 14 reviews) | |
Offline Support | Based on 14 EZLynx reviews. Provides ability to enable sales rep to use Configure, Price and Quote while disconnected from the internet | 48% (Based on 14 reviews) | |
Channel Partner Support | Based on 15 EZLynx reviews. Provides functionality for channel partners to configure, price, quote and buy products in a self service environment | 64% (Based on 15 reviews) | |
eCommerce | End customer users can configure, price, and buy products in a self service environment online This feature was mentioned in 13 EZLynx reviews. | 63% (Based on 13 reviews) |
Platform
CRM Integration | As reported in 15 EZLynx reviews. CRM integration is flexible and easy to maintain | 59% (Based on 15 reviews) | |
Integration API | As reported in 15 EZLynx reviews. System provides API's that can be used to easily integrate to financial and other 3rd party systems | 58% (Based on 15 reviews) | |
Internationalization | Based on 15 EZLynx reviews. System support multiple currencies and languages to enable business in multiple countries | 57% (Based on 15 reviews) | |
Performance and Reliability | Based on 17 EZLynx reviews. System is consistently available (uptime) and system's speed doesn't impact productivity | 78% (Based on 17 reviews) | |
Scalability | Provides ability for very large quotes, number of products, users, rules, required by enterprize level customers This feature was mentioned in 16 EZLynx reviews. | 65% (Based on 16 reviews) | |
Reporting and Dashboards | Easily generate desired reports and dashboard on configurations, pricing, and quoting 17 reviewers of EZLynx have provided feedback on this feature. | 65% (Based on 17 reviews) |
Administration
Accounting | Based on 210 EZLynx reviews. Tracking and reporting various financials | 62% (Based on 210 reviews) | |
Contact Management | Storing and organizing client contact information 221 reviewers of EZLynx have provided feedback on this feature. | 83% (Based on 221 reviews) | |
Commissions | As reported in 215 EZLynx reviews. Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal | 67% (Based on 215 reviews) | |
Sales Tools | Based on 215 EZLynx reviews. Organizing sales representatives' pipelines and tracking the sales process | 71% (Based on 215 reviews) | |
Reporting & Dashboards | Based on 223 EZLynx reviews. Compiling visual representations of various types of data | 76% (Based on 223 reviews) | |
Payment Processing | As reported in 201 EZLynx reviews. Processing credit card and bank payments | 60% (Based on 201 reviews) | |
Email Integration | Accessing and sending emails via the platform 221 reviewers of EZLynx have provided feedback on this feature. | 78% (Based on 221 reviews) | |
Task Management | As reported in 221 EZLynx reviews. Assigning tasks to employees in order to organize and track productivity | 83% (Based on 221 reviews) |
Insurance Documentation
Claims Management | Organizing and processing customers' insurance claims 210 reviewers of EZLynx have provided feedback on this feature. | 69% (Based on 210 reviews) | |
Policy Management | Maintaining policy and customer information 224 reviewers of EZLynx have provided feedback on this feature. | 86% (Based on 224 reviews) | |
Invoicing & Receipts | Based on 205 EZLynx reviews. Creating and organizing insurance invoices and payment receipts | 68% (Based on 205 reviews) | |
Electronic Signatures | Based on 221 EZLynx reviews. Sending electronic documents to clients to sign and return electronically | 85% (Based on 221 reviews) |