A CRM that
runs your
business.
Zoho and Salesforce implementation for Indian SMBs and NGOs. We scope it, set up pipelines and automation, migrate your data, and hand it over — documented and yours to run.
Built for teams outgrowing the spreadsheet.
If leads live in inboxes, follow-ups get missed, and no one can see the pipeline, a CRM is overdue. We set it up so it fits how you already work.
Sales teams juggling leads across WhatsApp, email, and phone. You need one place to see every deal, chase the right ones, and stop losing customers to slow follow-up.
Donors, volunteers, and grants tracked in scattered sheets. A CRM keeps relationships, contributions, and communication in one record — so nothing slips and reporting is easy.
Already on a CRM no one uses because it was set up wrong? We clean it up, migrate the data, and rebuild it around your actual process — or move you to the platform that fits.
Starting from spreadsheets and sticky notes. We keep it simple: capture leads, track the pipeline, automate the reminders — and train your team so it actually gets used.
The whole thing, wired to work.
A CRM is only useful when it's configured around your process. Here's what a setup covers.
Web forms, WhatsApp, and email feeding straight into the CRM — no manual re-typing.
Deal stages that match how you actually sell, with clear ownership and next steps.
Assignment rules, follow-up reminders, and status updates that run on their own.
Two-way messaging and templated email logged against each contact automatically.
Contacts, deals, and history moved in — cleaned, de-duplicated, and mapped to new fields.
Reports for pipeline, conversion, and team activity you can read at a glance.
Connections to the tools you run on — books, support, forms, and other systems.
Documentation and team training so you own and run the CRM without us.
Honest guidance, not a pitch.
| Zoho CRM | Salesforce | |
|---|---|---|
| Best fit | SMBs & NGOs, lean teams | Larger, complex sales orgs |
| Cost | Lower, predictable | Higher, scales with add-ons |
| Setup speed | Weeks | Longer, more configuration |
| Customisation | Strong for most needs | Deep, enterprise-grade |
| Suite | CRM, email, books, support | Vast app & integration ecosystem |
Most Indian SMBs and NGOs are well served by Zoho. Salesforce earns its keep when you need deep customisation and an enterprise ecosystem — and have the budget to run it. We recommend based on your process, not a commission.
Scoped before built.
We sit with your team, map how leads come in and how deals close, and agree on the platform and scope. You get a clear plan and a fixed timeline before any setup begins.
Pipelines, automation, lead capture, and integrations configured around your process — then your existing data migrated in, cleaned and verified against a test run first.
We document the setup and train your team so the CRM actually gets used. It's on your own account — no lock-in, nothing hoarded behind us.
After go-live we stay on to fix, adjust, and refine as your team settles in — then it's entirely yours to run.
What we work with.
We implement on the platform that fits and connect the tools you already run.
Answered straight.
For most Indian SMBs and NGOs, Zoho fits: lower cost, faster setup, and a suite that covers CRM, email, books, and support. Salesforce fits when you need deep customisation, complex multi-team pipelines, or an ecosystem of enterprise integrations — and have the budget to run it. We recommend based on your process and team size, not a commission.
A focused Zoho setup — pipelines, lead capture, core automation, and dashboards — typically runs a few weeks. Salesforce or heavily customised builds take longer. We scope the timeline before starting so there are no surprises.
Yes. The CRM is set up under your own Zoho or Salesforce account, the configuration and automations are documented, and your team is trained to run it. Nothing is locked behind us.
Yes. We migrate contacts, deals, and history from spreadsheets or an existing CRM — cleaned, de-duplicated, and mapped to the new fields. We run a test migration first so you can verify before the full switch.