Project Description


We have been working on ZOHO CRM for more than 2 years and we have done lot of projects on ZOHO CRM. We have setup lot of CRM and customized them according to need of the clients. We have done lot complex projects on CRM. We have listed some of our projects below that will give you summary of all our previous work.

CRM Set-up

We have successfully done lot of project in which we have setup CRM for our clients as per their requirements. Visualized their business processes and then we implemented them into their CRM that improved their business processes.

CRM Customization

We have also done lot of projects on ZOHO CRM customization. We customize CRM according to the needs and we will try to automate their business process as much as we can. This will improve flow of business and client will find it more reliable.

3rd Party Integration

We have worked on many REST APIs of different application and also integrated ZOHO CRM with 3rd party applications using REST APIs, extensions and sometimes with services like Zapier etc.

The Process

1. Capturing leads through websites, external sources and through manual entries.
2. Associating contacts and accounts with leads and Converting leads into deals.
3. Applying workflows and automation the process.
4. Sending emails and campaigns through automation.
5. Creating events and tasks on the different stages of leads.
6. Creating Invoice and automate them.