Customer Relationship Management

CRM with wide range of benefits to close more sales and attract more customers

Automate daily business activities

The core of Zoho CRM’s functionality is lead and contact management, but also sales pipeline management and purchase control. Zoho CRM offers a wide range of benefits, most of which related to closing more sales and attracting more customers.

Zoho CRM can automate daily business activities, track sales, and engage customers in different platforms. Likewise, its mobile platform lets you take CRM on location so can get updates fast and real-time, and close more deals even when on the go.

Our CRM Solution

  • Sales Force Automation

  • Account Management

  • Lead Management

  • Effective Follow-up

  • Form Integration
  • CRM Workflow Management

  • Sales Tracking

  • Sales Forecasting

  • Mail Magnet

  • Document Library

  • Mobile & Social CRM

Equip with Vision and Control

Most of our customers nowadays are coming from social media, so it is essential to have a CRM that can link them to our products/services. Zoho CRM, for instance, follows their behaviors and categorizes them as leads and contacts so that you could connect with them and send them invitations to give your work a look.

Zoho CRM offers a handy Opportunity Tracking tool that allows you to see where your customer is in the sales cycle: the deal’s size, contact history, and competitor profile to help you craft more fitting messages. Access these data in the easy, accurate Dynamic Reports & Dashboards.

Zoho CRM’s core value is that it automates daily sales tasks, converts web visitors into hot leads, imports prospects from external sources and parties, including trade shows, direct emails, and seminars. Once imported into the system, leads are matched with the appropriate sales agents and converted into buyers sooner than you could ever imagine. Most sales operations in Zoho CRM are single-click ones and can be customized to meet your business’s specific needs.

Zoho CRM has a special, dedicated mobile edition for Android and iOS users, which helps stay in control of customers even while on the go. You can control their actions, access sales records, or send invitations directly from your mobile device.

Zoho CRM connects to key Google Apps like Gmail, Docs, and Calendar smoothly, on top of its native integration within the Zoho suite of apps. The result is you get to enhance the base system significantly with complementing apps.


Sales force Automation

  • Lead Generation & Qualification
  • Pipeline Analysis
  • Sales Stage & Probability Analysis
  • Competitive Analysis
  • Real-Time Forecasting
  • Quota Management

Effective Follow-up

  • Log important customer calls
  • Save customer meetings and calls in an intuitive calendar
  • Invite employees, leads and contacts to meetings and events
  • Manage recurring events by day, week, month and/or year

Sales Tracking

  • Sales Opportunity Management
  • Monitor sales opportunities across sales cycle
  • Import sales opportunities from third-party solutions and services
  • 360-degree view
  • Drag-and-drop customization wizard
  • Big deal alert
  • Sales pipeline and sales escalation process

Social CRM

  • View social interactions of your brand with prospect
  • Reply to direct messages, likes and mentions via your brand’s social profile
  • Engage future prospects from within the social stream
  • Stay tapped on customer’s interests and updates
  • Comment or like them inside CRM

Mobile CRM

  • Real time access to customer data
  • Receive sales alerts
  • Search customers nearby, create tasks
  • Capture trade show leads directly into Zoho CRM
  • Digitalize and save business cards on your iPhone

Lead Management

  • Automate lead management process
  • Fast track lead to deal process
  • Capture leads from website
  • Import leads from trade shows, seminars, direct mail, etc.
  • Match sales-ready leads to the right sales people
  • Convert prospects into opportunities, accounts, and contacts with a single click
  • Sales processes as per own best practices (B2B & B2C)

Website Integration with Forms

  • Create forms with no coding
  • Set rules to simplify lead distribution
  • Upload forms live instantly
  • Catch leads directly into your CRM


  • Track records that are critical to your business based on your criteria
  • Stay on top of sales updates in real time
  • Identify cold prospects for a sales follow-up
  • Sort updates by users and modules
  • Sort records by record owner and module
  • Complete visibility based on last activity

Sales Forecasting

  • Revenue based on data within Zoho CRM
  • Create, assign and revise sales quotas
  • Assess individual and team performance
  • Forecast accuracy against commit amounts
  • Fully customizable forecast reports and dashboards

Document Library

  • Role-based folders, sub-folders
  • Share collateral to your salespeople
  • Send documents from your CRM
  • One document can have multiple versions
  • Quick feedback from colleagues to improve document

Account Management

  • Single database
  • Customer data across products, geographies, account, and status
  • Parent-child relationships between customer accounts and their subsidiaries
  • Price quotes, sales orders and invoices
  • Purchase history to find cross-sell and up-sell opportunities
  • Loyalty programs

CRM Workflow Management

  • Workflow alerts while creating or modifying records
  • Associate tasks to the workflow rules with CRM records
  • Email notifications with templates and upon triggering a workflow rule
  • Auto schedule the workflow actions at pre-defined interval
  • Instant notifications to 3rd party applications via Webhooks
  • Custom Functions
  • Macros automate tasks

Mail Magnet

  • Captures, collates and distributes customer email activity within your CRM
  • Get notification and reply to customer emails within CRM
  • Intuitively scans your mailbox and displays only relevant emails
  • Send emails via your favorite mail client
  • Get a copy of the email linked to the right lead or contact in CRM
  • Link prospect and customers emails with your CRM data
  • Share emails from prospects based on your own rules
  • Create mail merge templates for different modules
  • Get updated user info in merged documents
  • Manage templates in secured folders

CRM for Google Apps

  • Custom Modules, API, and Webhooks
  • Email marketing & autoresponders
  • Enable security

Let’s Make Things Happen

Free Consultation

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(+91) 22 5064 7435
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