Serving clients across India, Africa, the Middle East & UK
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Cloud Universe

CRM implementation that your sales team will actually use

We design, deploy and customise CRM platforms so sales, marketing and service teams work from one system of record — with automation that removes manual work from your pipeline.

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Platforms & technologies

  • ZohoZoho CRM & Zoho OneOur most-deployed platform
  • HubSpotHubSpotSales, Marketing & Service Hubs
  • SalesforceSalesforceSales Cloud & custom builds
What we offer

Complete CRM services across the lifecycle

From platform selection to custom automation and reporting — under a single engagement.

CRM Strategy & Selection

We map your sales process and compare platforms objectively, with no vendor commission influencing our advice.

  • Process mapping & gap analysis
  • Vendor comparison and scoring
  • 3-year total cost of ownership
  • Migration risk assessment

CRM Implementation

Full deployment with modules configured, data migrated and integrations live from day one.

  • Modules, pipelines & layouts
  • Custom fields and views
  • Data migration & de-duplication
  • Third-party integrations

Automation & Workflows

Automations that save your team hours every week across routing, follow-ups and approvals.

  • Lead routing & assignment rules
  • Email sequence automation
  • Approval workflows
  • Webhook & API integrations

Reporting & Analytics

Custom reports and dashboards built around the numbers your leadership uses to make decisions.

  • Pipeline & sales velocity
  • Rep performance dashboards
  • Lead source attribution
  • Custom KPI scorecards
Platforms

Deep expertise across leading CRMs

We recommend the CRM that fits your team size, budget and sales motion.

Zoho CRM — our deepest platform expertise

From 5-seat startup pipelines to 200-seat enterprise rollouts with custom Deluge functions and multi-currency reporting.

We work across the full Zoho suite — CRM, Books, Sign, Writer, Campaigns, Desk, People and Projects.

Discuss Zoho CRM

What we deliver

  • Custom Deluge functions
  • Zoho One ecosystem integration
  • Blueprint process enforcement
  • Custom modules & related lists
  • Multi-currency, multi-region setup
  • Training & change management
Our process

How we deliver

  1. Step 01

    Discovery

    Interviews with reps, managers and operations to map your real sales process.

  2. Step 02

    Architecture

    Module, field, automation and integration design before configuration.

  3. Step 03

    Build

    Configuration, functions and migration in a sandbox first.

  4. Step 04

    UAT & Training

    Real-scenario testing and role-based training for every user.

  5. Step 05

    Go-Live & Support

    30 days of post-launch support for adjustments and new hires.

Proven results

Typical outcomes from our CRM projects

Client-reported metrics six months after go-live across our CRM implementations.

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MetricTypical improvement
Pipeline visibility3–5×
Manual data entry60–80% less
Time to first contact4–10× faster
Deal close rate20–35% higher
Testimonials

What our CRM clients say

“We had tried to set up Zoho ourselves twice. Cloud Universe started with three days of process interviews and delivered a CRM our field reps genuinely use every day.”
SKSanjay KumarVP Sales, FinEdge NBFC
“The HubSpot lead-scoring model they built changed how our SDR team plans its week. Our win rate is up 28% in six months.”
RPRitika PatelHead of Revenue, B2B SaaS company
“They didn't just build what we asked for — they redesigned the workflow to be sustainable. When we added a new payment model mid-project, they extended the system in a day.”
HOHead of OperationsVendera Technologies
Strategic partnerships

Partnering to transform businesses with Zoho

From AI-driven retail to regulated banking, organisations trust Cloud Universe to design, implement and scale their Zoho ecosystem.

Cloud Universevendera.ai
Zoho transformation partner

AI-powered smart retail & vending · India

Automating the complete customer and distributor journey on Zoho

A long-term partnership across Zoho CRM, Books, Sign, Writer, Bookings, Forms and Voice — automating everything from lead capture and demo bookings to distributor agreements, commission, invoicing and instalment tracking.

  • Zoho CRM
  • Zoho Books
  • Zoho Sign
  • Zoho Writer
  • Zoho Bookings
  • Deluge
80%less manual data entry
7 → 1steps from deal to invoice
Same dayagreement dispatch
Read the Vendera.ai case study
Cloud Universe
Banking transformation partner

Banking & financial services · I&M Bank (T) Limited

Zoho CRM Plus for a unified customer experience in retail banking

A phased Zoho CRM Plus programme bringing customer service, sales and onboarding, marketing and retention, and analytics onto one secure platform — designed with the bank's retail banking, ICT, risk & compliance and operations teams.

  • Zoho CRM Plus
  • Zoho Desk
  • Zoho Campaigns
  • Zoho Analytics
  • Role-based access
360°unified customer view
3delivery phases with hypercare
4business units aligned
Read the I&M Bank case study
Case studies

Recent projects

View all case studies
Vendera.aiSmart retail, AI vending

Zoho CRM, Books, Sign and Writer joined into one deal-to-invoice flow

Closing a deal now calculates commission, sends the agreement for signature and raises the invoice — with no spreadsheet in between.

80%less manual data entry
7 → 1steps from deal to invoice
Read case study
FinEdge NBFCFintech and lending

Zoho CRM for a field sales team issuing loans

A loan pipeline with geo-tagged field visits, automatic credit memos and KYC document collection.

4×pipeline visibility
55%faster loan approvals
Read case study
B2B SaaS companySoftware

HubSpot Sales Hub with a deal-scoring model

A scoring model built on three years of deal history, so the sales team spends its week on the deals most likely to close.

28%higher win rate
2 wkto onboard the team
Read case study
Explore more

Other services we offer

Enterprise Solutions

SAP, Oracle and Zoho Books ERP

Website Development

Corporate sites, CMS and portals

App Development

iOS, Android and Flutter apps

Ecommerce Development

Shopify, WooCommerce and Magento

Ready to get more from your CRM?

Book a free 45-minute CRM assessment. We'll review your current setup and recommend a clear path forward.

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