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Business leader looking at a futuristic AI-powered city connected by cloud, data and automation icons
AI-Powered Digital Transformation

Enterprise Digital Transformation. Powered by AI.

Reimagine your business with intelligent solutions that automate, optimize and accelerate growth, from strategy and implementation to integration and adoption.

Talk to Our Experts
  • Strategy &
    Consulting
  • Seamless
    Integration
  • Change
    Management

Trusted By Clients

Yashoda IVF
Dada Motors
APFM
Jawed Habib
CSC e-Governance
Awfis
Statiq
Orient Bell
Baskin Robbins
Pare Innovation
PTI
Transasia
Aarti
GS1
CRM Masters consultants collaborating around AI, automation and data insight dashboards
4000+Businesses Served Globally
95%Client Retention Rate
10+Years of Industry Experience
25+Industries Served
About CRM Masters

Transforming Businesses for a Smarter Tomorrow with AI

At CRM Masters, we help enterprises reimagine their business with AI-powered digital solutions that drive efficiency, enhance customer experiences and unlock sustainable growth. From strategy to implementation, we partner with organizations across industries to automate processes, integrate systems and enable data-driven decisions for a smarter, more connected future.

Company Overview
Our Zoho Services

End-to-End Zoho Solutions
for Smarter Business Growth

From consulting to automation, we deliver tailored Zoho solutions that simplify operations, enhance productivity, and drive measurable growth.

As a trusted Zoho Premium Partner, we help businesses unlock the full potential of Zoho with strategy, implementation, integration, and automation, all under one roof.

Consultants reviewing a Zoho dashboard with a client

Zoho Consulting

Strategic guidance to help you choose the right Zoho solutions for your unique business goals.

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Consultant configuring Zoho applications on a laptop

Zoho Implementation

End-to-end setup and configuration to get your Zoho applications up and running seamlessly.

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Data moving from legacy servers to the Zoho cloud

Zoho Migration

Smooth and secure migration of your data from legacy systems to Zoho.

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Zoho connected to Salesforce, Microsoft Teams, Slack and other apps

Zoho Integration

Connect Zoho with your favorite third-party applications for a unified business ecosystem.

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Developer building a custom Zoho Creator application

Zoho Creator Development

Build custom applications with Zoho Creator to solve your unique business challenges.

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AI assistant Zia connected to analytics and automation

Zoho Zia & Automation

Leverage Zoho Zia and automation to streamline processes, gain insights, and work smarter with AI.

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Our Solutions

Solutions Built for a
Smarter, More Efficient Business

From sales to support, we help you streamline every part of your business with the right systems and automation.

Solution 01 / 06

Sales Automation

Close more deals with a unified view of every lead and customer. Automate follow-ups, reduce manual work, and build a predictable sales pipeline.

  • Single view of every lead
  • Automated follow-ups
  • Predictable pipeline
Explore Solution
Platforms we useZoho CRM and Salesforce Sales Cloud
Sales dashboard with leads, pipeline stages, revenue growth and a newly contacted lead
Solution 02 / 06

Finance & Operations

Cut operational costs and eliminate guesswork. Get real-time visibility across finance, inventory, and procurement for faster, data-driven decisions.

  • Real-time visibility
  • Lower operating costs
  • Data-driven decisions
  • Better compliance
    and control
Explore Solution
Platforms we useZoho Books, Zoho Inventory and Zoho ERP
Operations dashboard with expenses, purchase orders, inventory value and stock status
Solution 03 / 06

HRMS Solutions

Free your HR team from paperwork and reduce compliance risk. Automate hiring, payroll, and attendance tracking so you can focus on your people.

  • Simplify Hiring
    Process
  • Attendance
    Management
  • Automated Payroll
  • Better Compliance
    and Control
Explore Solution
Platforms we useZoho People, Zoho Payroll and Zoho Recruit
HR dashboard with employees, new hires, attendance rate, payroll and department overview
Solution 04 / 06

Marketing Solutions

Turn more leads into customers with campaigns that actually convert. Track performance across email, social, and web in one place.

  • Campaigns
    that convert
  • Email, social
    & web
  • One
    performance view
Explore Solution
Platforms we use

Zoho Marketing Automation · Salesforce Marketing Cloud

Campaign performance dashboard with open rate, leads generated, conversion rate and channel mix
Solution 05 / 06

Ecommerce Solutions

Sell more with fewer stockouts and happier customers. Connect inventory, orders, and customer data for accurate stock levels, faster fulfillment, and a seamless shopping experience.

  • Accurate
    stock levels
  • Faster
    fulfillment
  • Connected
    customer data
  • Better
    shopping experience
Explore Solution
Platforms we useZoho Commerce, Zoho Inventory and Shopify
Ecommerce dashboard with orders, revenue, items sold and product inventory
Solution 06 / 06

Customer Service
Management

Deliver faster, more personalized support across every channel. Manage tickets, track customer interactions, automate follow-ups, and empower your team to resolve issues quickly.

  • Omnichannel
    support
  • Smart
    ticketing
  • Faster
    resolution
  • Better customer
    experiences
Explore Solution
Platforms we useZoho Desk and Salesforce Service Cloud
Service desk dashboard with tickets by channel, response time, resolution rate and satisfaction
Our Trusted Partners

Trusted Partnership with
Leading Platforms

10+ years of industry expertise with certified partnerships across the world's leading platforms.


Zoho Premium Partner

Zoho Solutions

One Platform. Endless Possibilities.

As a Zoho Premium Partner, we help businesses build connected solutions with Zoho's powerful suite of applications tailored to their unique processes.

  • 10+ YearsIndustry Expertise
  • CertifiedZoho Partner
  • End-to-EndImplementation Support
Explore Zoho Solutions

Not sure which Zoho apps fit? Get a free system audit

Our Technology Stack

Technologies That Power Your Business

We use the right technologies to customize, integrate and scale your business systems.

Laptop surrounded by PHP, JavaScript and code panels

Development

Technologies we use to build and customize solutions.

Let's build what's next

Your Next Growth Milestone Starts with the Right Systems

Connected systems, smarter decisions, faster growth. Built for how your business actually runs.

  • Streamline
    Operations
    Unify your processes and eliminate silos.
  • Improve
    Efficiency
    Automate and save valuable time.
  • Accelerate
    Growth
    Make smarter decisions with real-time insights.
Get Your Free System Audit
Schedule a call

Get Your Free System Audit

Discover opportunities to optimize your systems and accelerate growth.

  • No Obligation
  • Expert Consultation
  • Actionable Insights
Book a Free Consultation Takes less than 2 minutes.
Why CRM Masters

A Partner You Can Rely On
for Lasting Impact

We combine deep Zoho and Salesforce expertise, certified partnerships and a client-first approach to deliver business process automation that creates real value and long-term success.

  • Certified ExpertsA team of certified professionals with deep platform expertise.
  • Tailored SolutionsBuilt around your unique business goals and processes.
  • End-to-End SupportFrom strategy to implementation and ongoing optimization.
  • Proven Track Record2000+ businesses across 25+ industries trust us.
  • Long-Term PartnershipsFocused on your growth with proactive support beyond go-live.
  • Client-Centric ApproachNot just implementers: strategic advisors invested in your success.
Play
4000+Businesses Served Globally
95%Client Retention Rate
10+Years of Industry Experience
25+Industries Served
Our Achievements

Awards and Recognition

Our commitment to excellence is recognized by industry leaders and global standards,
reinforcing the trust our clients place in us.

Zoho Premium Partner badge

Zoho Premium Partner

The highest tier of Zoho partnership, giving us priority support and early access to new platform capabilities.

AI Enterprise Catalyst Award

AI Enterprise
Catalyst Award

Recognized for AI-driven excellence in delivering intelligent automation to enterprise clients.

ISO 9001:2015 certification

ISO 9001:2015

Certified for consistent quality management across every client engagement.

ISO 27001 certification

ISO 27001:2022

Certified for information security management, protecting your data throughout every project.

Salesforce Partner badge

Salesforce Partner

Accelerating business success through Salesforce implementation, automation, and customer-centric CRM solutions.

CMMI Level 3 appraisal

CMMi Level 3

Mature, documented processes for consistent project delivery.

Industries We Serve

Expertise Across Industries

We bring the right industry knowledge, experience, and tailored solutions to help businesses streamline operations, improve efficiency, and drive growth.

Real Estate

Streamline property management, sales, and customer engagement.

Education

Enhance learning experiences and simplify administration.

SaaS & Technology

Scale faster with intelligent automation and seamless integrations.

Healthcare

Improve patient experiences and streamline operations.

Logistics

Optimize supply chain, fleet management, and customer visibility.

Non-Profit

Maximize impact with better donor, volunteer, and program management.

Financial Services

Ensure compliance, improve client engagement, and drive growth.

Professional Services

Manage projects, resources, and client relationships efficiently.

Construction

Streamline project management, resource planning, and compliance.

Retail & E-Commerce

Deliver personalized customer experiences and boost sales.

Life Sciences

Accelerate innovation with compliant and efficient processes.

Manufacturing

Increase operational efficiency and gain real-time insights.

Case Studies

See What We've Delivered

Real businesses. Real challenges. Real results. Explore how we've helped organizations
across industries transform with Zoho and Salesforce.

M25 Group, removals and storage

Streamlining Operations
for a Growing Removal Business

M25 Group was managing customer onboarding, bookings, and payments across multiple tools, leading to scattered data and inefficiencies.

ChallengeManual onboarding and scattered data across systems.
SolutionImplemented Zoho One with a custom website and payment gateway integration.
98%Better Lead Management
95%Customer Satisfaction Achieved
Read Case Study
Cocoon, bathroom and kitchen design

Unifying Sales and Inventory
for a Modern Design Brand

Cocoon faced challenges with manual tracking, limited stock visibility, and inefficient order management across channels.

ChallengeManual tracking and poor visibility into inventory and orders.
SolutionIntegrated Zoho CRM, Zoho Inventory, and Zoho Books for end-to-end automation.
91%Increase in Lead Generation
89%Reduced Manual Data Entry
Read Case Study
Sunsure, renewable energy

Driving Lead Conversion
with Automated Sales Processes

Sunsure was tracking leads in Excel with no real-time visibility into regional sales performance or lead status.

ChallengeManual Excel tracking with no visibility into sales pipeline.
SolutionImplemented Zoho CRM with automated lead assignment and centralized dashboards.
90%Lead Conversion
95%Higher Customer Engagement
Read Case Study
Verified Reviews

Trusted by 4000+ Businesses

Here's what our clients say about working with CRM Masters Infotech.

Verified Google Reviews

“Excellent experience with the CRM Masters. A special mention to Vishal, who is consistently professional, responsive, and always available to provide support when needed. The improvements delivered have had a clear positive impact on our efficiency and client management. Highly recommended.”

BB
Bradley BerkeleyThe BRK House LLP

“Our company used CRM to a Zoho to Ramp API. They did a great job connecting the two systems. They are extremely responsive and competent. Will definitely use them again.”

CH
Christian HedgerPPL Pharma

“Very strong and professional team. I liked that they are eager to “find” a way to solving a problem vs telling you something cannot be done. Very diligent, committed and with strong communication throughout. Highly recommend.”

SS
Shan SVero Networks

“I wanted to extend my sincere appreciation for the outstanding work your team delivered throughout the software implementation and data migration. The post‑implementation support has been superb. CRM Masters Infotech LLP has proven to be an exceptional technical partner—highly professional, responsive, and consistently supportive.”

DJ
Deepika JoshiARTE Real Estate Development LLC

“We had an excellent experience working with CRM Masters for our Zoho setup. Their hard work and professionalism truly made the implementation smooth and successful. I highly recommend CRM Masters for anyone looking for expert assistance with Zoho setup and customization.”

G
GarimaiForest

View more reviews →

Customer Voice

Hear It From Our Clients

Instead of generic praise, see how our discovery-first approach transforms revenue operations for mid-market teams.

Our Leadership

Meet Our Leaders

Our leadership team brings decades of expertise, industry knowledge, and a shared commitment to getting it right.

Vish Agarwal
22+Years Experience

Vish Agarwal

CEO & Delivery Director

With 22+ years of industry experience, Mr. Vishal Agarwal leads CRM Masters Infotech with a clear vision for delivery excellence, ensuring every client engagement is handled with precision, accountability, and long-term value.

Connect on LinkedIn
Emmanuel Darko
10+Years Experience

Emmanuel Darko

Business Development Manager & Sales Head

Driving growth across global markets, Mr. Emmanuel Tokunbo Darko brings 10+ years of expertise in sales and business development, building strong client relationships and turning opportunities into lasting partnerships.

Connect on LinkedIn
GK Bhatia
11+Years Experience

GK Bhatia

Director of Sales & Marketing

Mr. Gurnam K Bhatia brings 11+ years of expertise in sales and marketing, leading CRM Masters Infotech market expansion, brand visibility, and revenue growth across diverse business verticals and regions.

Connect on LinkedIn
Two consultants reviewing a business system on a laptop, with Zoho and Salesforce logos
Your Growth. Our Technology.

Let's Build What's Next

Transform your processes, connect your systems, and create a smarter way to run your business.

Start a Conversation
  • SalesforceZoho & Salesforce
    Expertise
  • Industry-Focused
    Solutions
  • End-to-End
    Implementation
FAQs

Frequently Asked Questions

Everything you need to know about working with CRM Masters Infotech on Zoho and Salesforce.

Still have questions?Talk to a consultant about your processes and goals.
Contact Us
What does CRM Masters Infotech do?
CRM Masters Infotech is a business process automation company. Since 2016 we have helped businesses consult on, implement, customize, migrate and integrate Zoho and Salesforce, so their sales, finance, HR, marketing and service teams work from one connected system.
Are you an official Zoho and Salesforce partner?
Yes. We are a Zoho Premium Partner, the highest tier of Zoho partnership, and a Salesforce Partner. We hold ISO 9001:2015 and ISO 27001:2022 certifications for quality and information security management.
Which industries do you work with?
We have served 2000+ businesses across 25+ industries, including real estate, education, SaaS and technology, healthcare, logistics, non-profit, financial services, professional services, construction, retail and e-commerce, life sciences and manufacturing.
How long does a CRM implementation take?
It depends on your scope: the number of teams, apps, integrations and how much data needs to move. A focused rollout can go live much faster than a multi-app project with ERP or e-commerce integrations. After a discovery call we share a clear plan with milestones and timelines.
Can you migrate our data from spreadsheets or another CRM?
Yes. We move data from legacy systems, spreadsheets and existing platforms into Zoho or Salesforce, cleaning and mapping it so your records, history and relationships arrive accurately.
Can you integrate Zoho or Salesforce with our existing tools?
Yes. We connect business applications, accounting and ERP systems, e-commerce platforms, payment gateways, WhatsApp and other third-party tools through APIs, so data stays in sync without double entry.
Do you provide support after go-live?
Yes. We offer training and ongoing support after implementation, from resolving queries to suggesting improvements as your processes and teams grow.
Which countries do you serve?
We work with clients worldwide, with teams supporting businesses in the UK, the USA, India and the UAE.
How do we get started?
Book a free system audit or consultation. We will understand your goals and current processes, then recommend the right platform, setup and next steps, with no obligation.