How Tejas Pharma Centralised Lead Management
with Zoho CRM
Tejas Pharma is a rapidly expanding pharmaceutical distribution company specialising in B2B medicine supply, with a presence in over 500 districts across India. Running lead distribution entirely on Microsoft Excel and Google Forms, with communication scattered across WhatsApp, calls, and email, the client had no unified way to track leads or follow-ups. CRM Masters implemented Zoho CRM with WhatsApp, call-tracking, and website integrations — centralising communication and giving the sales team a single, automated view of every lead.
About the Client
Tejas Pharma is a rapidly expanding pharmaceutical distribution company specialising in B2B medicine supply, with a presence in over 500 districts across India. The business is committed to leveraging technology to build a cohesive and efficient distribution network for pharmacies and healthcare providers across the country.
As the business grew organically, the team wasn't using any tool beyond Microsoft Excel and Google Forms to manage lead distribution and track status. Communication with customers happened over WhatsApp, phone calls, and email — scattered across different platforms with no way to tie any of it back to a single customer record.
What Was Holding Them Back
As a growing distribution business, Tejas Pharma needed a way to bring every lead and every conversation into one system — instead of chasing details across spreadsheets, forms, and messaging apps.
- Manual lead management — lead data was handled manually, which led to inefficiencies, lost opportunities, and an increased chance of human error.
- Lack of centralised communication — communication via WhatsApp, phone calls, and email was scattered across different platforms, making it difficult for sales teams to track customer interactions and follow-ups effectively.
- No unified system for tracking — there was no single system for tracking leads from web forms, emails, or phone calls, leading to missed opportunities and disjointed customer experiences.
- Difficulty managing follow-ups — with no automated system in place, it was challenging to track customer journeys, follow-ups, and sales-process stages, leading to delayed responses and lost leads.
How We Solved It
CRM Masters implemented Zoho CRM to centralise communication, automate processes, and streamline lead management — connecting WhatsApp, calls, email, and the website's contact form into a single view of every customer.
What Changed After Go-Live
The implementation of Zoho CRM and its associated integrations brought several key benefits to Tejas Pharma across lead management, communication, and visibility.
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