CRM Consulting Services by a Trusted ZOHO Partner
Smart customer management begins with the right partner—simplify Zoho with trusted CRM consultants.
Zoho Consulting
Zoho Implementation
Zoho Integration
Zoho Customization
Zoho Consulting
Zoho Implementation
Zoho Integration
Zoho Customization
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Zoho Services for Your Business
Zoho Consulting
Not sure where to start? Our expert assists you in workflows, identifies gaps, and creates a strategic roadmap to improve business efficiency.
Zoho Implementation
“We don’t just set it up.” We install, configure, migrate, and provide user training to our customers, helping them stay ahead in the competitive business world.
Zoho Integration
Connect your Zoho tools with your favourite applications like QuickBooks, Xero, etc, to create a seamless, end-to-end workflow with less turnaround time.
Zoho Migration
Move your data confidently to Zoho with our secure migration services. Your records will be moved safely and efficiently with no data loss and minimum downtime.
Zoho Customization
Your business is different from others, and your CRM should be too. We customise Zoho modules, buttons, custom info, fields, language, and layouts to match your exact requirements.
Zoho Automation
We help you automate your daily operations with Zoho, from follow-ups and email reminders to e-signing, payment workflows, etc. Let us set up intelligent automation to save your time.
Certificate of Zoho Partnership
CRM Masters Infotech LLP
Zoho Corporation Pvt. Ltd. is pleased to recognize you as a Premium Partner for the year 2024 Your commitment to achieving all-round performance excellence and delivering top-notch services with Zoho solutions has been key to our thriving partnership
Some of Zoho’s Most Popular Apps
Zoho One
Zoho Finance Plus
Zoho People Plus
Zoho CRM
Zoho CRM Plus
Zoho Creator
Zoho Books
Zoho Marketing Automation
Built on Zoho, Made for Your Business
CRM Solutions
Manage leads, close deals faster, and build lasting customer relationships with Zoho CRM. Our CRM solution is built to support your entire customer journey—all in one platform.
ERP Solutions
Zoho’s powerful ERP suite helps you manage your core business operations like finance, inventory, and order management for greater control, visibility, and efficiency.
HRMS Solutions
Simplify your HR processes with Zoho People, cloud-based HR software that empowers you to manage your workforce with ease and accuracy.
We Have Successfully Delivered Results Worldwide
⭐4.9/5
Based on 1,000+ Reviews on
4000+
Delivered Projects
100+
Team Size
15+
Industries Served
10+
Years & Counting
6+
Countries Covered
Powering Business Growth with Smart ZOHO Solutions
Sales Process Bottlenecks
Pain Points:
- Leads scattered across WhatsApp, email, or spreadsheets
- Missed follow-ups and poor sales pipeline visibility
- No way to auto-assign leads to the right rep”
Solutions:
We help you boost revenue and customer retention with Zoho CRM. By automating workflows, managing leads intelligently, and improving sales visibility, we enable your team to close deals faster and build lasting customer relationships.”
CRM
Bigin
Bookings
SalesIQ
Weak Marketing & Engagement
Pain Points:
- Campaigns not connected to CRM or sales
- No automation in lead nurturing (emails, SMS)
- No segmentation for targeted outreach
Solutions:
We help increase brand awareness and drive conversions using Zoho Campaigns and Zoho Social. Our team creates targeted campaigns, nurtures leads with automation, and ensures your marketing efforts build trust and loyalty.
Marketing Automation
Campaigns
Forms
Social
Thrive
Customer Support Gaps
Pain Points:
- Support tickets lost across email and chat
- No SLA tracking or customer satisfaction feedback
- Lack of centralized view of customer issues
Solutions:
We help your support team resolve issues faster using Zoho Desk. From automating tickets to capturing customer feedback, we ensure higher satisfaction and long-term retention across all service channels.
Desk
Assist
Lens
Finance & Accounting Challenges
Pain Points:
- Manual invoicing and billing prone to errors
- Delay in GST filings and reconciliation
- Disconnected tools for accounting, CRM, and inventory
Solutions:
We help automate invoicing, compliance, and financial reporting through Zoho Books. Our solutions streamline GST management, forecasting, and budgeting, enabling better financial control and business growth.
Books
Invoice
Expense
Checkout
Billing
Payroll
HR Challenges
Pain Points:
- Fragmented employee data across spreadsheets or legacy systems
- No automation in onboarding, leave, reimbursements or payroll workflows
- Compliance issues due to manual tracking of attendance and documents
Solutions:
We help manage employee lifecycle with Zoho People. From hiring and onboarding to training and payroll integration, we simplify HR operations to boost engagement and organizational efficiency.
People
Recruit
Operational Inefficiencies
Pain Points:
- Customer data stored in silos (Excel, emails, phone logs)
- Duplicate entries and human error in data entry
- Disconnected tools across sales, marketing, and finance
Solutions:
We help streamline multi-channel operations with Zoho Inventory and Zoho One. From warehouse management to service delivery automation, our tools optimize resources and drive operational excellence.
Projects
Sprints
Inventory
E-commerce Growth Barriers
Pain Points:
- Inventory & Order Management Chaos
- Disjointed Systems = Inefficient Operations
- Manual & Delayed Support
Solutions:
We help e-commerce businesses streamline operations with Zoho Commerce and Zoho Inventory. From syncing orders and managing inventory to automating customer communication and fulfillment, we enable smoother workflows, better post-purchase experiences, and higher repeat sales.
Sites
Commerce
PageSense
About CRM Masters Infotech
(ISO: 9001-2015 & ISO 27001:2022) Certified Company.
CRM Masters Infotech, based in Gurugram since 2016, is a trusted IT consulting firm offering expert CRM Consulting Services. We specialise in Zoho CRM, Zoho One, Zoho Creator & 55+ Zoho product solutions. Proudly serving clients across the world, we’ve delivered 4000+ projects to 3500+ businesses globally. Backed by 200+ expert developers, we are making digital transformation seamless through Zoho.
90% Returning Customer
24×7 Ongoing Support
Post-delivery Support
Onboarding Training
Global Track Record
Timely Delivery
Customer Satisfaction
Tailored Solutions
Serving Across Industries
Sectors We Serve
Available on all devices
Take Your Business Everywhere, Manage it Anytime.
When it comes to business, time is money. If your sales team can’t respond quickly, you could be missing out on a deal or leaving a customer unhappy.
With Zoho’s mobile CRM apps, your sales team can stay in touch with their leads on the move, log and access important prospect information, track their KPIs, and make data-driven decisions anywhere, anytime.
DEDICATED TO YOUR BUSINESS
Our Leadership Team
Vish Agarwal
DIRECTOR - TECHNICAL
Emmanuel Darko
Sales head - United Kingdom
GK Bhatia
DIRECTOR - OPERATIONS (UAE)
Empowering Clients with Excellence and Execution
Vishal & team is proficient and capable of handling my project for creating zoho customised reports. They fully understand my requirements & produced satisfactory product. Their response is fast, turnover time is good. Their after sales service is excellent too. I would highly recommend Vishal & team for zoho customization project.
Case Studies
Zoho Suite Implementation for the Pharma Industry
Our client is a leading Pharma company, and they faced several operational inefficiencies that impact their sales process, client communication, and overall workflow. We implemented Zoho tools to simplify their sales process and provide actionable data insights to help the team make better decisions
Zoho for Automobile Manufacturing Company
Our client designed a vehicle for space living and efficient urban mobility, but the lack of automation in their processes has created several inefficiencies. We implemented Zoho Inventory and WooCommerce so that their businesses can focus on growth and customer satisfaction.
Zoho Implementation for the Electric Vehicle Industry
Our client is a fast-scaling electric vehicle (EV) charging solutions provider. They are facing issues in payment handling, sales tracking, procurement, etc. We implement Zoho tools to create a robust, integrated solution that could scale their growth.
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Frequently Asked Questions (FAQ's)
Zoho offers both free and paid plans. Many of their applications have a free tier with limited features, ideal for small teams or personal use.
Some of the most popular Zoho applications include:
Zoho CRM – for sales and customer relationship management
Zoho Books – for accounting
Zoho Creator – for building custom business apps
Zoho People – for HR management
Zoho Desk – for customer support
Yes, Zoho prioritizes data privacy and security. It is GDPR compliant and uses encryption, two-factor authentication, and other measures to protect user data.
Yes, Zoho offers a wide range of integrations with third-party applications like Google Workspace, Microsoft 365, QuickBooks, Mailchimp, Shopify, and more. It also supports API access for custom integrations.
Zoho CRM helps businesses manage leads, sales pipelines, customer interactions, and reports, enabling smarter decision-making and higher conversions.
Yes, most Zoho apps—especially Zoho Creator and Zoho CRM—are highly customizable. You can tailor workflows, fields, layouts, and even build custom apps.
No. Zoho apps are designed to be user-friendly, but advanced customization (especially with Zoho Creator or Deluge scripting) may require technical knowledge.
