Our Services
CRM Consulting
Not sure which CRM fits your business or where to start? Our experts assess your operations, identify the right platform, and build a strategy that delivers measurable results from day one.
CRM Implementation
We set up your CRM end-to-end, fully configured, tested, and ready to go live. No delays, no disruptions, just a seamless implementation built around how your business actually works.
CRM Customization
We customise every module, workflow, field, and dashboard to match your exact processes so your team spends less time adjusting and more time performing.
CRM Integration
We connect your CRM with the tools your business already relies on, accounting, marketing, e-commerce, and communication platforms, creating one unified system across every department.
CRM Automation
We automate the repetitive tasks slowing your team down, follow-ups, lead assignments, reminders, and status updates, so your reps stay focused on selling and nothing falls through the cracks.
CRM Migration
Switching platforms? We migrate all your data, contacts, deals, history, and documents, accurately and securely, with zero data loss and minimal disruption to your business operations.
Our Capabilities
Zoho
As a Zoho Premium Partner, we know the platform inside out. Whether you need a simple CRM setup or a full Zoho One rollout, we make sure every product is configured to fit your business, not the other way around.
Salesforce
Salesforce is powerful, but only when it is set up right. We work with your team to configure, customise, and automate Salesforce in a way that actually matches how you sell, so you get real value out of every dollar you invest.
HubSpot
HubSpot works best when it is built around your team. We take the time to understand your sales and marketing process, then set everything up, pipelines, automation, reporting, so your team can hit the ground running from day one.
Microsoft Dynamics
If your business runs on Microsoft, Dynamics 365 is a natural fit. We handle the full implementation, connect it with your existing Microsoft tools, and customise it to match your workflows so everything works together without the friction.
CRM Popular Integrations
Connecting your CRM to the tools you already use doesn’t have to be complicated.
Business Productivity
Connect your preferred CRM with the tools your team already relies on.
Gmail/Google Workspace
Microsoft 365/ Outlook
Slack
Zoom
Microsoft Teams
Finance & Accounting
Sync financial operations with customer data for better visibility and faster decision-making.
QuickBooks
Sage
Xero
Stripe
PayPal
Razorpay / Square
Sales & Marketing
Align your sales and marketing activities to generate, nurture, and convert leads more effectively.
Mailchimp
HubSpot
LinkedIn Sales Navigator
Facebook / Google
Twilio / RingCentral / Exotel
Telephony
E-commerce
Connect your online business operations with your CRM for a smoother customer experience.
Shopify
WooCommerce
Amazon Seller Central
Automation and Workflows
Automate repetitive processes and create workflows that keep your business moving without delays.
Zapier
Airtable
WordPress
Custom Tools
Integrate your CRM with custom business applications built around your unique operational needs.
Deluge
Zoho Creator
Webhooks
ERP Integration
Unify your business systems by connecting CRM and ERP data into one seamless workflow.
NetSuite
SAP
Oracle
Quickbooks
Odoo
Zoho Products
Manage your content intelligently with a secure and collaborative platform
Zoho Sign
Zoho Books
Zoho Accounting
Zoho CRM
Zoho Cliq
Why Us ?
Our Simple 4 Step Process
Understand
We begin with understanding your business operations, sales process, and existing tech stack. This allows us to identify gaps, set clear objectives, and recommend the CRM that delivers the highest ROI for your business.
Strategize
Our certified CRM consultants build a detailed CRM implementation plan tailored to your business. Every workflow, automation, and integration is mapped out before a single setting is touched.
Execute
We configure, customize, integrate, and migrate your data with precision. Our team ensures a smooth, on-time delivery with zero data loss and minimal disruption to your day-to-day operations.
Optimize
Post-launch, we monitor performance, train your team, and continuously refine your CRM setup. We do not just deliver and disappear; we stay invested in your long-term success.
About Us
ISO: 9001-2015 & ISO 27001:2022 Certified Company.
CRM Masters Infotech, based in Gurugram since 2016, is a trusted IT consulting firm specializing in CRM implementation and consulting across Zoho, Salesforce, HubSpot, and Microsoft Dynamics. Proudly serving clients worldwide, we’ve delivered 4000+ projects to 2000+ businesses globally. Our 100+ expert team makes digital transformation seamless through an AI-driven approach.
Post-Delivery Support
Flexible Working Hours
Customer First Approach
24x7 support Available
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
Our Portfolio
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.
What Clients Says About Us ?
About CRM
One Platform, Every Sales Challenge Solved
Lead Management
Stop Losing Leads. Start Closing Them.
We build a centralised lead management system inside your CRM that captures every lead automatically, from your website, ads, emails, and social channels, and routes them to the right rep instantly. With smart prioritisation, real-time alerts, and a complete lead history in one place, your team always knows exactly who to call, when to call, and what to say.
Sales Pipeline
Your Pipeline. Structured. Visible. Always Moving
We design a customised sales pipeline inside your CRM that gives every rep a clear, structured path from first contact to closed deal. With real-time deal tracking, stage-wise visibility, and automated nudges at every step, your team stops guessing and starts closing with confidence and consistency.
CRM Automation
Automate More. Manage Less. Sell Better.
We automate the repetitive tasks that slow your team down, such as follow-up emails, reminders, lead assignments, status updates, and data entry, so your reps spend less time on admin and more time selling. The result is a faster, leaner sales process that runs efficiently even when your team is offline.
CRM Integration
Your Tools. Your CRM. One Seamless System.
We connect your CRM with the tools your business already runs on, marketing platforms, accounting software, communication apps, and more, eliminating data silos and manual handoffs. Every team works from the same live data, creating one seamless workflow across your entire business operation.
Reporting & Analytics
Real-Time Data. Smarter Decisions. Faster Growth.
We set up real-time dashboards and custom reports inside your CRM that give leadership instant visibility into pipeline health, team performance, and revenue trends. No more waiting for end-of-month reports; every decision gets made on accurate, live data that actually drives growth.
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
Ready to Work with a Top CRM Service Provider?
Connect with our CRM experts today and discover how the right setup on Zoho, Salesforce, HubSpot, or Microsoft Dynamics can make all the difference.
CRM SERVICES PROVIDER ON THE GO
Get CRM Services as Per Your Needs
At CRM Masters Infotech, we offer you the flexibility to choose our CRM development services as per your needs. Come to us, and we will help you decide whether you should opt for full-time or part-time plan depending on your project needs. All you need to do is explain us your requirements in detail and the rest will be taken care by our expert team. All you need to do is explain us your requirements in detail and the rest will be taken care by our expert team.
Pay-As-You-Go
If your’s is a project that needs a dedicated developer or consultant on a weekly, monthly or long-term basis, then this is the best option for you. Based on the type of your project, we will select our CRM Consultants with matching experience to work with you and deliver top-notch results.
On Project Basis
Contrary to the other option (Pay-As-You-Go), this one is best when you have fixed SCOPE of Work, we will provide you fixed price to implement and set up milestones. We will assign project manager and consultants to deliver as per project scope.
Serving Across Industries
Industries We Serve
DEDICATED TO YOUR BUSINESS
Our Leadership Team
Contact Us
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