Case Study: FundsIndia achieves 5X productivity with Zoho CRM

Online Investment Platform Increases Productivity 5X by Implementing Zoho CRM

FundsIndia, an online investment platform with over 1 million users, faced rapid growth while keeping customer interactions and sales data in local files and Excel. Seeking a centralized, easy-to-use system to maintain interaction history, streamline processes, and proactively address customer needs without heavy technical overhead, FundsIndia selected Zoho CRM.

Zoho CRM implemented a centralized cloud solution using features such as the AI sales assistant Zia, the Zoho CRM mobile app, Zoho Cliq/customizations, and dedicated support to import and manage data and plug CRM managers directly into sales workflows. The change delivered measurable impact: FundsIndia reported a fivefold (5X) productivity increase versus spreadsheets and moved from effectively processing only 20% of 3,000 monthly customers to a sharp increase in customers processed each month after implementing Zoho CRM.

FundsIndia

Divya Sundaraju

CRM Manager