Case Study: DotPe enhances visibility and streamlines operations with Zoho CRM Plus

DotPe leverages Zoho CRM Plus's customizations and robust system to achieve above and beyond

DotPe, a digital payments platform, faced a challenge scaling its operations with its initial systems, which lacked the interactivity and real-time customization needed to support its rapid growth and dynamic startup environment. To address this, they sought a new CRM solution from vendor Zoho, specifically implementing Zoho CRM Plus to gain better visibility and adapt to their changing needs.

The solution provided by Zoho CRM Plus offered deep customization, allowing DotPe to create over 90 custom modules and 180 functions. This integration streamlined their entire sales and support process, from lead capture to merchant onboarding. As a result, the leadership team achieved complete operational transparency and the platform's scalability supported the onboarding of over 10 million merchants.

DotPe

Pratyush Saurabh

Senior Manager - Strategy & Business Ops