Zoho CRM Solution
ZOHO SOLUTIONS
We are certified Zoho partners and consultants dedicated to customizing Zoho solutions that perfectly suit your business. We ensure smooth integration and outstanding results to help your business succeed.
UNMATCHED SERVICES
From setup to support, our Zoho services ensure a smooth transition and continuous improvement for your business.
CRM Customisations
With years of experience in Zoho CRM development, we can create custom dashboards, reports, and workflows that provide deep insights into your customer data and streamline your sales processes. We can also integrate Zoho CRM with other tools, create reports, or build custom applications.
Creator App Development
Zoho Creator is a low-code platform that lets you build custom web apps without coding. Our Zoho experts can help you create applications that simplify your workflows, automate repetitive tasks, and offer valuable insights into your business data.
Migration Services
Switching to Zoho is now easier than ever! Our migration experts ensure accurate data transfer with minimal downtime, making your move to Zoho smooth and stress-free. Whether you have a small business or a large enterprise, we ensure a seamless Zoho migration.
Application Development
Backed by a skilled team of Zoho developers, Dotsquares provides outstanding Zoho application development services. Our solutions help both small and large businesses grow by creating custom apps that enhance their ability to connect with clients more efficiently.
Third-party API Integration
Our specialists can connect Zoho with various third-party tools like email marketing platforms, e-commerce systems, and analytics software. We ensure accurate and efficient data transfer to boost productivity and enhance business insights.
Web Development
Our certified Zoho web development team uses agile methods and the latest technology to develop innovative, robust, and secure Zoho web applications that drive profits, and growth.
Let's Automate Your Operations With Personalized Zoho CRM Solutions
Hire Zoho Developers now!OUR EXPERTISE
Zoho Bundle Apps
An enhanced version of Zoho People that includes additional HR features such as performance management, learning management, and recruitment automation.
An advanced version of Zoho CRM that includes additional features such as email marketing, social media management, customer analytics, and advanced automation.
An all-in-one suite of over 45 integrated business and productivity applications that help businesses run their entire operations, from sales and marketing to finance and HR.
Zoho for Sales and Marketing
A cloud-based CRM solution that helps businesses manage leads, contacts, sales, marketing, and customer support, with powerful automation and analytics capabilities.
An email marketing automation platform that helps businesses design, send, and track email campaigns, newsletters, and autoresponders, with advanced analytics and segmentation.
A social media management platform that allows businesses to manage multiple social media accounts, schedule posts, track performance, and engage with customers, all in one place.
Zoho for HR
A cloud-based HR management software that helps businesses streamline HR operations, automate HR workflows, and manage employee data with several features.
A recruitment software that helps businesses manage hiring processes, track job applicants, and collaborate with hiring teams, with features such as resume parsing and job posting
Zoho for Finance & Operations
A cloud-based accounting software that helps businesses manage their finances, automate workflows, and make informed decisions, with features such as invoicing, expense tracking etc.
Zoho Projects is a cloud-based project management software that offers features such as task management, collaboration, time tracking, and project reporting.
A cloud-based inventory management software that helps businesses streamline their operations, track inventory levels, and manage orders and shipments..
Zoho for Build Business reports & Dashboardss
A business intelligence and analytics platform that helps businesses make data-driven decisions, with features such as data visualization, reporting, and predictive analytics, all in one place.
A cloud-based help desk software that streamlines customer support operations, with features such as ticket management, automation, self-service portals, and advanced analytics.
WHY ZOHO
Experience seamless integration, powerful automation, and comprehensive analytics to drive your business growth
Cost Effective
Zoho CRM empowers 250,000+ global businesses to deliver fantastic customer experiences and drive remarkable growth.
Ease to Configure
As easy as drag and drop, Zoho CRM is incredibly simple to set up and configure.
Low Code
Low-code solutions, allowing you to automate complex business processes without the need for advanced programming skills.
Selective Sharing
Allowing you to control access and permissions even based on specific field values, ensuring precise and secure data management.
3RD PARTY INTEGRATION
We seamlessly integrate Salesforce with third-party software, bridging gaps to enhance operational efficiency and streamline workflows.
Zoho Analytics
We can help you make more informed decisions by integrating Zoho Analytics, using which you can custom-create reports on the basis of the key metrics of the financial health of your business.
G Suite/Gmail
Why manage a separate G Suite account when our team can connect it to Zoho and bring in everything from users and contacts to email conversations with your customers. Contact our team now, and they will link all your G Suite content to your Zoho account.
Slack Integration
At Zohosquares, we help you streamline your work by integrating Slack, thus enabling all in-app announcements and notifications from this organization to be pushed to respective Slack channels.
Office365/Outlook
Our team can connect your Office365 account, allowing you to import users, contacts, and mail conversations. If you wish to fetch only email conversations, we can connect your Outlook account.
FROM LOW CODE TO ZERO CODE
At Dotsquares, we leverage Zoho Creator, a low-code platform, to swiftly develop and deploy tailored business applications to meet your unique requirements.
CASE STUDIES
Explore some of our projects showcasing our expertise in creating robust and scalable solutions.
CRM Solution
Health Scientific
Health Scientific leads clinical research, specializing in custom trials for pharmaceuticals, natural health products, and psychedelic research. Led by a top depression researcher, it has clinics in Canada and plans for North American expansion.
Challenges
The company faced challenges in tracking communication, managing diverse referral data, integrating payments with Moneris, delays in payment updates, and efficiently assigning Care Programs.
Solution
To address these challenges comprehensively, we implemented solutions including Health Cloud setup for data management, automated patient and case management, enhanced campaign tracking, customized care plans with EHR integration, automated communication, Intelligent Form Reader for referrals, Moneris integration for streamlined payments, and custom automation for efficient Care Program assignments. These improvements enhance operations and patient care, solidifying their global research leadership.
CRM Solution
TTLT India private limited
TTLT India Private Limited's client, an owner of a Shopify website, required seamless integration with Zoho Books to automate order data transfer and streamline invoice management. The focus was on enhancing operational efficiency and accuracy in financial transactions.
Challenges
The client faced challenges in automating order and invoice management between Shopify and Zoho Books. Key issues included setting up Webhooks in Zoho Flow for real-time data synchronization, creating custom invoice functions in Zoho Books, integrating Webhooks with Shopify, and effectively managing payment statuses.
Solution
We integrated our client's Shopify website with Zoho Books, automating order data transfer and invoice management. Using Zoho Flow's Webhooks, we enabled real-time synchronization between both platforms. Custom functions in Zoho Books facilitated automated invoice generation, optimizing workflows and enhancing financial management efficiency.
CRM Solution
Leetherm CRM
Leetherm CRM supports a pharmaceutical company that specializes in B2B sales of medical equipment to healthcare organizations and clinics. The company's operations heavily rely on Zoho Sheets for data analysis, financial modelling, sales forecasts, and reporting.
Challenges
The client needed to synchronize data between Zoho Sheets and Zoho CRM seamlessly. They faced issues with data duplication and inconsistencies due to manual processes.
Solution
We implemented two-way synchronization using Zoho Sheet API and Zoho Flow. This automated updates between Zoho CRM and Zoho Sheets in real-time, ensuring accurate and consistent customer data, leads, and interactions across platforms without manual input and thus improving operational efficiency.
CRM Solution
bigpurplephone.com.au
Bigpurplephone.com.au is a leading global provider specializing in high-speed network solutions and a wide array of customizable telecommunication products.
Challenges
The client needed to work on transferring Sales Orders from CRM to Books with Zoho Finance and setting up multiple role hierarchies. These challenges led to fragmented data, manual workflows, and inefficient shipment management, hindering operational efficiency and real-time collaboration.
Solution
We implemented a robust integration between Zoho Books and Zoho CRM, enabling smooth data synchronization and eliminating manual processes. By creating custom Deluge scripts for Sales Order transfer and establishing role hierarchies, we enhanced organizational structure and operational workflow. This integration streamlined data flow, improved collaboration, and optimized business operations for our client, ensuring a more efficient and interconnected business environment.
CRM Solution
SBS corporation
Spanish Broadcasting System (SBS), founded in 1983 and based in Miami, FL, has expanded into podcast production and marketing. Through targeted marketing efforts, it focuses on boosting content creators' audience, awareness, and reach.
Challenges
The challenge arose from Megaphone providing data in text format that needed to be uploaded to the S3 bucket. Zoho's file size limitations posed difficulties as it could only read files of a limited size.
Solution
To overcome this, we implemented an S3 Lambda function and developed a Python script to divide files into smaller chunks readable by Zoho using Zoho Deluge. This approach enabled seamless reading of previously unreadable files. Additionally, we integrated real-time data flow from Megaphone to Zoho by replicating Megaphone's structure in Zoho and utilizing Webhooks for data synchronization.
CRM Solution
Funactive LTD CRM
Funactive Tours specializes in active tours across Italy and Europe, catering to avid hikers, cyclists, and ski enthusiasts with professionally curated itineraries.
Challenges
Due to the complex nature of their itineraries, Funactive Tours faced inefficiencies in managing multiple travel packages effectively. Automation was crucial, but a robust CRM system was required to streamline operations.
Solution
Dotsquares' team configured Zoho CRM to align with Funactive's business needs. Integration with WordPress enabled seamless automation of complex itineraries. A custom booking page on the WordPress site was developed and connected with Zoho CRM for streamlined booking processes. Custom modules were built in both Zoho CRM and WordPress and synchronized to ensure efficient data management and enhanced system functionality.
OTHER TECHNOLOGIES WE WORK ON
Harness the power of our advanced technologies to elevate user interaction and drive engagement.
WHY CHOOSE US
With a focus on agility, we ensure your projects are completed on time, within budget, and to the highest standards.
Competitive Rates
Our rates are highly competitive, ensuring that you receive excellent value for your money. With us, you can be confident that you are getting the best possible rates without compromising on quality.
Quality
We take pride in delivering exceptional results. Our CMMI level 3 appraisal and membership in the Agile Alliance demonstrate our commitment to strong processes and quality control. This ensures you get a polished, high-quality product every single time.
In-House Expertise
Our 1,000+ designers, developers, and project managers are all directly employed by us and work in our own offices across the US, UK, India, and globally. This ensures seamless collaboration and control over your project.
Security & Confidentiality
Unlike many offshore companies, security is our top priority. Your data and intellectual property remain completely confidential, and all source code rights belong to you, always.
On-Time Delivery
We use cutting-edge project management tools and agile development practices to keep your project on track. This means you'll get high-quality products delivered exactly when you expect them.
Flexible Engagement Models
We understand that your needs can change. That's why we offer flexible engagement options. Choose the model that works best for you now, and switch seamlessly if your needs evolve. We're committed to building a long-term, reliable partnership with you.
WHO WE ARE
Companies employ software developers from us because we have a proven track record of delivering high-quality projects on time.
Testimonials
Be inspired by our clients' journeys as we overcome challenges and achieve success together.
Faq
Absolutely! Dotsqaures excels in integrating Zoho CRM with a variety of business tools such as ERPs, marketing platforms, accounting systems, and more. Our team ensures smooth data flow between Zoho CRM and your existing systems, providing you with a unified view of your business operations and enhancing productivity.
We specialise in developing mobile solutions and apps for anything and everything. With the help of our Zoho mobile apps, you can take your CRM solutions on the go with our accessible Zoho CRM customisations services for iOS and Android platforms.
We have a flexible engagement model for hiring developers that includes:
DotSquares provides top-notch Zoho CRM development services with a team of expert Zoho CRM developers. Our experienced developers deliver excellent solutions and a variety of services, including HubSpot migration, Zoho Upgradation, mobile development, and Zoho API integration. Get in touch with us to discover the best-in-class solutions from DotSquares.