Operations
Zoho Customization
Canvas Record Form
Canvas Record Form makes Zoho CRM more user-friendly, flexible and provides a versatile tool for creating custom records forms specifically for your business needs. Whether it’s streamlining lead capture for sales teams, designing detailed ticket submission forms for customer support, or enhancing HR onboard processes, Canvas empowers your business to align forms with your unique workflows. With our Zoho Customization services, you can ensure that every department operates efficiently, capturing the right information and strengthening your brand’s identity.
Wizard
Wizard customization tool in Zoho CRM simplifies complex data entry by breaking down long forms into manageable, step-by-step screens. This customization helps reduce errors and allows users to save progress as a draft, ensuring accurate data. Wizards can also be extended to external collaboration such as partners and customers with portal access. With our expertise, you can streamline your workflows, enhance accuracy, and ensure an efficient CRM experience for your business.
Custom Modules
For businesses with dealer networks, effective dealer management is key to maintaining brand consistency and driving sales. CRM Masters offers customized CRM solutions that optimize dealer communications, track performance metrics, and manage inventory efficiently. Our solutions are designed to help you build stronger relationships with your dealers, improve their sales effectiveness, and ensure that your products are well-represented in the market.
Telephony Customization (WhatsApp/ SMS)
Our Zoho Customization services extend to integrating telephony solutions like WhatsApp and SMS, enabling seamless communication directly within your CRM. Whether you need to connect teams across various locations or optimize costs by using different service providers, our multi-vendor telephony support ensures flexibility. Assign users or groups to specific telephony systems, and easily switch between providers as your business demands. Enhance your customer interactions and streamline communication processes with customized telephony solutions tailored to your business needs.
Workflow
For businesses with dealer networks, effective dealer management is key to maintaining brand consistency and driving sales. CRM Masters offers customized CRM solutions that optimize dealer communications, track performance metrics, and manage inventory efficiently. Our solutions are designed to help you build stronger relationships with your dealers, improve their sales effectiveness, and ensure that your products are well-represented in the market.
Salesforce Customization
Lightning Web Components (LWC)
We leverage the power of lightning web components (LWC) to enhance your Zoho customization experience. Built on modern web standards, LWCs enable the creation of dynamic, creative, and visually appealing components for your CRM. With seamless integration with aura components, LWCs boost performance and provide intuitive interfaces, such as custom dashboards, to help users visualise data effectively. We can enhance the functionality and aesthetics of dashboards, making them more intuitive and interactive for users.
Apex
This offers a powerful, strongly typed programming language that brings advanced business logic. We help you in executing complex flow and transaction control directly into Salesforce, integrating seamlessly with API calls. Whether it’s automating workflows triggered by button clicks, updating related records or enhancing visual force pages. Perfectly align your business processes and ensure a more efficient CRM experience with this customization.
Shopify Customization
Liquid
Liquid is Shopify’s simple, easy-to-use programming language. You can improve your Shopify Email communications using custom Liquid by either building a completely personalized email or by incorporating a custom Liquid section into a template. Our experts know Liquid inside and out. We can help you customize your store exactly the way you want it. Whether it’s adjusting product pages, creating unique collections, or adding new features, we’ll make sure your store looks and works exactly how you need it to.
Theme Builder
It is a powerful tool that allows you to visually design and customize your store’s layout without code. Using the theme builder, you can preview your theme, adjust the settings of your theme, and add, delete, modify, and organize content. Our team will work with you to choose the right theme, customize it to fit your brand, and make sure everything looks great and works smoothly. Whether you need small adjustments or a complete redesign, Our experienced developers help you with all the customization that meets your business requirements and makes your store stand out in the marketplace.
Business Central Customization
Business Central Development Environment
This is a comprehensive toolkit that includes AL code for creating and modifying custom features and Visual StudioCode as the Integrated Development Environment (IDE) for writing, testing, and deploying this code. VS Code, enhanced with the AL Language extension, provides essential tools such as IntelliSense and syntax highlighting, while the Business Central Sandbox offers a safe space for testing customizations. Our team specializes in leveraging these tools to tailor Business Central to your specific needs, ensuring that your customizations are expertly implemented and optimized for your business.
ABOUT US
CRM Masters Infotech
Founded in 2016, CRM Masters Infotech (ISO 9001:27001) is a Zoho Premium Partner and a Salesforce Certified Partner.
CRM Master’s Infotech was founded in 2016 with a small team in India and now we have a strong presence in more than 4 countries. From modest beginnings to trusted Zoho Premium Partner and Salesforce Consulting Partner, our dedication and experience simplify the complex CRM processes of 1500+ clients along with 2050+ implemented and serviced projects across the globe. Our Cross-functional team of senior developers has more than 15+ years of experience in CRM solutions.In response to the advent of cloud-based technology, including web and internet platforms, we are a company that specializes in facilitating digital transformation of your organization.
We believe in helping our clients by providing the best CRM solution to grow everysingle day.
The CRM-Masters Advantages
Helping Every Business by Improving Their Customer Experience Since 2016.
Everything we do with an idea of making our customers are loved by their own customers. By using the right set of Technologies, Architecture and right mindset. We help organization by transforming them into a better Customer Engaged Company which increases their revenue as a whole.