contact@sympaan.com

CRM Service

Benefits Of CRM

Effective management of your business processes with reduced expenditures.

Automate your marketing plans with proper monitoring of each and every step or action like email communications, campaigns etc.

Keep track of every single step or communication starting from the first communication to the customer as lead generation to account conversion.

Never miss a customer by keeping track of the date and time to contact him/her by automating the process management of communication as per your business need.

Integrate the business accounts in CRM to the different accounting tools of your need as a customer records there.

Automate all your business process related to different organizational departments like Marketing, Accounting etc. as per your need.

service-logo

CRM Services

What We Do?

We customize and implement CRM solutions on various platforms like Salesforce and Zoho.

Customized Zoho Services

In addition to Zoho CRM, we customize and implement multiple Web-based Zoho products, all under a single Zoho One umbrella.

service-logo1

Services We Provide

We provide the implementation and customization of CRM tools like Salesforce and Zoho as per the particular needs of the business along with different other web based applications and tools.

Besides Zoho CRM we also provide the implementation and customization of different web based zoho products provided by Zoho under one single umbrella of zoho one.

Primarily we provide our development and customization services for the zoho one products of “Zoho Sign, Zoho Forms, Zoho Books, Zoho Campaigns, Zoho Desk, Zoho Analytics, Zoho Flow, Zoho Meeting, Zoho ShowTime, Zoho Writer, Zoho Work drive, Zoho Creator” etc.

Expert in integrations among different Zoho products like Zoho CRM, Zoho Books, Zoho Sign, Zoho Work Drive, Zoho Meeting.

We provide the expert services of development of fully customized new app as per the need of the particular business using Zoho Creator.

Besides the Default report modules provided in Zoho Creator we also provide the facility of creating detailed dynamic reports using multiple Zoho Forms data in HTML Snippets format of Zoho Creator Reports.

Bi-directional Integration of custom Zoho Creator application to other Zoho Products using different applicable Zoho Products API(s).

Bi-directional Integration of custom Zoho Creator application to other external applications developed using different skills set.

Integration of Zoho Sign API to provide the facility of digital document signing within your application.

Integration of Zoho Forms with Zoho CRM.

Implementation of Zoho Flow integration among different Zoho Products to make a real time information communication and real time action to perform in respective Zoho product which is not available in that respective Zoho product’s API.

Development of applications developed in different skill sets like .Net, Java, Php, Node Js etc in integration with Zoho Creator and other Zoho Products by using them as backend data stores.

Use of Zoho Work drive in integration with Zoho CRM to manage all customer documents in Zoho Work drive in an automated manner.

Integration of Zoho Meet with Zoho CRM to directly schedule and manage Client’s audio and video conference meeting directly from Zoho CRM lead and account records.

Implementation of Zoho Analytics in your application for detailed BI reporting at different drilled down levels which is not possible in zoho creator.

Integration of Zoho CRM, Zoho Creator and other applicable Zoho Products with other external non-zoho accounting tool like QuickBooks.