CRM Masters Infotech LLP

BACKGROUND

Introduce your business and what you do there.

 I’m the manager of customer success at an IT services company. We provide global IT solutions specializing in cloud computing, cloud telephony, managed hosting, cybersecurity, and virtual communication services to help businesses streamline operations and enhance efficiency.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CRM Masters Infotech LLP?

 We needed support implementing a redesigned process on Zoho.

SOLUTION

What was the scope of their involvement?

 CRM Masters Infotech LLP provided process implementation services and helped us utilize the Zoho app and its ecosystem. The team ensured that the new process was implemented on Zoho effectively.

What is the team composition?

 We worked with two teammates from CRM Masters Infotech LLP.

How did you come to work with CRM Masters Infotech LLP?

 We found them on Zoho's partner website and chose them because they were a Zoho premium partner.

What is the status of this engagement?

 We worked together from January–September 2025.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

 CRM Masters Infotech LLP successfully implemented the new process as expected. Initially, we had no automation, but the team implemented the process with automation and workflows, which reduced the hours and tabs/applications switching by 30%.

How did CRM Masters Infotech LLP perform from a project management standpoint?

 CRM Masters Infotech LLP delivered on time. We mainly communicated via a Microsoft Teams chat.

What did you find most impressive about them?

 CRM Masters Infotech LLP was open to feedback and very accommodating to slight changes in the scope.

Are there any areas they could improve?

 No, everything was good.

BACKGROUND

Introduce your business and what you do there.

 I’m the IT administrator of Makevale. We develop and manufacture high-performance polymers for leading global companies.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CRM Masters Infotech LLP?

 We needed help streamlining our CRM workflows and integrating ERP for better sales and service efficiency.

SOLUTION

What was the scope of their involvement?

 CRM Masters Infotech LLP handled CRM-ERP integration, lead management automation, and custom dashboard/report development to streamline our sales and service operations. The CRM-ERP integration included real-time lead syncing, automated quote-to-order workflows, centralized customer data access, and sales-performance dashboards.

What is the team composition?

 We worked with three teammates from CRM Masters Infotech LLP.

How did you come to work with CRM Masters Infotech LLP?

 We chose them based on their reviews and real-time support to clients.

What is the status of this engagement?

 We worked together from July–September 2024.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

 CRM Masters Infotech LLP’s work resulted in a 30% faster lead-to-order cycle, 40% improvement in customer response time, and real-time sales visibility across teams.

How did CRM Masters Infotech LLP perform from a project management standpoint?

 CRM Masters Infotech LLP demonstrated strong project management with clear milestones, responsive communication, and timely delivery across all phases. We mainly communicated with the team leader.

What did you find most impressive about them?

 Their ability to tailor CRM solutions precisely to our manufacturing workflows while maintaining clear communication and timely delivery was impressive and rare.

Are there any areas they could improve?

 Although the overall delivery was strong, they could provide more proactive post-deployment support to ensure smoother user adoption and quicker issue resolution.

BACKGROUND

Introduce your business and what you do there.

 I'm an executive at ModifyHealth, a healthcare company. We deliver medically tailored meals, dietitian support, and remote patient monitoring to help manage chronic conditions. We partner with healthcare providers, payors, employers, and patients to improve health outcomes through dietary management.

OPPORTUNITY / CHALLENGE

What challenge were you trying to address with CRM Masters Infotech LLP?

 We needed help implementing Zoho CRM and Zoho Desk.

SOLUTION

What was the scope of their involvement?

 CRM Masters Infotech LLP has launched Zoho CRM from start to finish. The team has customized the solution to meet our unique business needs, including onboarding patients across multiple customers, unique workflows, and unique reports.

What is the team composition?

 We've worked with three members of CRM Masters Infotech LLP's team.

How did you come to work with CRM Masters Infotech LLP?

 We found them on Upwork. We chose them because of their experience and flexibility to work on a custom implementation on a tight timeline.

What is the status of this engagement?

 We started working together in December 2024, and the engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

 CRM Masters Infotech LLP has successfully launched the solution by our specific deadline, which was initially Q1 2025. We've seen productivity improvements across the board.

How did CRM Masters Infotech LLP perform from a project management standpoint?

They deliver on time. We communicate via email and WhatsApp.

What did you find most impressive about them?

 CRM Masters Infotech LLP's openness to learning our business model is impressive.

Are there any areas they could improve?

 There's nothing they need to improve.

BACKGROUND

Please describe your company and position.

I am the Chief Administrative Officer of a Construction & Consulting Firm

Describe what your company does in a single sentence.

We have been offering quantity surveying, construction cost management, project management, and other property consulting services since 1970. We advises private property owners, developers, home builders, banks, healthcare providers, schools, hotels, religious organisations, and institutional investors.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire CRM Masters Infotech LLP to accomplish?

• CRM Set Up For Our Contacts

SOLUTION

How did you find CRM Masters Infotech LLP?

Online Search

Why did you select CRM Masters Infotech LLP over others?

• High ratings
• Pricing fits our budget
• Good value for cost

How many teammates from CRM Masters Infotech LLP were assigned to this project?

2-5 Employees

Describe the scope of work in detail. Please include a summary of key deliverables.

The project comprises creating a Zoho CRM that will assist us in the pipeline of our leads system. This benefit for sales team as well as marketing. It help us in customer engagement, team management, task assignment, workflow automation. 

In order to solve our company problems, Mr. Vishal A, Director (CRM Masters), help us in every possible way. He We had meeting with him and their Manager Gurnam also helped in getting the things in pipeline.

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Our project with CRM Masters is managed by the team member of 5 persons, who are expertise in the building zoho crm. They are all very attentive and experienced. Although I don't have much meeting with the other team member, we have only meeting with the project manager of company. They deliver my project on time and without any extra or hidden charges.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

We have made the virtual meeting for the project management. From time to time we made a quick discussion session that helps in the better understanding of what we require in our CRM System. After CRM Masters getting our company requirement, they immediately start the work of changes. Talking about the project delivery they deliver the project on time.

What was your primary form of communication with CRM Masters Infotech LLP?

• Virtual Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

I really like the way they work because they have done every task in the proper sequence. Also I really appreciate their work because my project deadline is for 8 months and they deliver the project with 7 months.

Are there any areas for improvement or something CRM Masters Infotech LLP could have done differently?

While working with the CRM Masters Infotech LLP, We don't found any area that require improvements.