Real Estate
Wealth Management/ Insurance/ Merchant Banking
Business Services
Hotels & Hospitals


We are one of India’s pioneering CRM consulting companies. With extensive knowledge gained over fourteen years of CRM consulting, we have extended our services to include Customer Relationship Optimization (CRO). We deliver these solutions over world class CRM solutions such as Microsoft Dynamics CRM, Zoho CRM and Nimble. There is a compelling need for Marketing, Sales and Customer service personnel to have a unified view of all the enterprise applications within the company and a unified view of the customer.

We also offer a full range, end to end service portfolio of CRO services from Review of your existing
CRM deployment to retooling, redeploying and retraining the users thus enhancing productivity and
improving the ROI of your CRM.

Our success depends on the wide range of industry domain knowledge we possess. Among our domains are:

  • Financial Services
    • Insurance
    • Wealth Management
    • Merchant Banking
  • Hospitality
  • Real Estate (developers and marketing agents)
  • Manufacturing
  • Maintenance and Repair Organizations

With computing moving rapidly out of deskbound devices and being replaced by tablets and smart phones, we also have the capability to mobilize your enterprise applications. With a young and vibrant team of functional and technical consultants and project management
experience, we are equipped to offer our customers significant value and benefits in their CRM deployment.


Today it is possible to track who is visiting your website and what kind of activity they are performing on your website. Website it no longer a place to show your products and to give your contact details. By creating a web form, you can capture information from people or companies who are interested in your products or services. You can even offer a shopping cart and a payment gateway for a small fee so that your customers can buy things quickly.

CRM, or Customer Relationship Management is a software for managing your customer’s lifecycle with you. It starts from the time you receive an enquiry through the sales cycle of your company and post sales service. You can also use CRM to cross sell or up sell your products or services to your existing customers.

Marketing automation refers to the software that exists with the goal of automating marketing actions. Many marketing departments have to automate repetitive tasks such as emails, social media, and other website actions. The technology of marketing automation makes these tasks easier. Source:

In today’s competitive world, every organization has to service their customers with speed and satisfaction. Help Desk solutions are used to receive complaints, assign them to service agents and resolve the problems as soon as possible. This helps organizations improve customer service on a regular basis.

Yes! Today’s CRMs allow you to install their app on your Android phones or iPhones. You can call your customers right out of your app. Your sales people don’t have to come to the office to update a phone call or a sales status- all are available in feature rich mobile CRMs.

Chances are that your customer is already on social media- either facebook, linkedin, twitter or instagram or a combination thereof. Unless you are present on social media, your customer will see competitive brands there and that can influence them to move to them. So it is absolutely essential to have a social media presence.


We’ll keep you posted about the latest news from Zoho. Or call us at +919945079152


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