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Z O H O

Revolutionize Your Sales with Powerful CRM Solutions Implemented by Regal InfoNet

Zoho CRM Professional Edition is built for businesses looking to streamline operations, boost sales, and enhance customer relationships. With intelligent automation, deep customization, and seamless integrations, it empowers your teams to work smarter, not harder. Regal Infonet ensures a smooth implementation, unlocking the full potential of Zoho CRM for your business growth..

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Power-Packed Features

Sales Force Automation
  • Lead & Deal Management: Capture, nurture, and close deals faster
  • Workflow Automation: Eliminate manual tasks with AI-powered automation.
  • Smart Assignment Rules: Distribute leads efficiently based on predefined conditions.
Omnichannel Engagement
  • Email & Telephony Integration: Communicate seamlessly within CRM.
  • Social Media & Live Chat: Engage leads via Facebook, LinkedIn, Twitter, and website chat.
  • Web Forms: Convert website visitors into potential customers instantly.
Advanced Analytics
  • Custom Dashboards: Get real-time insights at a glance.
  • Sales Forecasting: Predict revenue and make data-driven decisions.
  • In-Depth Reports: Measure performance with intuitive analytics.
Marketing & Campaign Management
  • Automated Campaigns: Create and track marketing campaigns effortlessly.
  • Email Marketing Tools: Engage prospects with personalized email outreach.
  • Web-to-Lead Forms: Capture leads directly from your website.
  • WhatsApp Marketing Tools: Engage prospect with drip messaging system.
Customization & Integrations
  • Custom Modules & Fields: Tailor CRM to fit your unique business needs.
  • Blueprints & Approvals: Streamline processes with automated workflows.
  • Third-Party Integrations: Connect Zoho CRM with Zoho Books, Zoho Desk, and more.
  • API Access: Enable seamless external integrations
  • Regal Infonet, seamlessly implements Zoho to streamline workflows and drive business growth!
Automation Features
  • Automate Your Sales, Close More Deals: Let Zoho CRM handle the repetitive tasks while you focus on growing your business.
  • Never Miss a Lead Again: Get real-time alerts when prospects engage with your emails, website, or social media.
  • Work Smarter, Not Harder: Automate follow-ups, lead assignments, and approvals effortlessly.
  • One Click, Multiple Actions: Use Macros to send emails, update records, and create tasks in just one tap.
  • Turn Chaos into Clarity: Blueprints ensure your team follows the right process every time, increasing efficiency.

Regal Infonet transforms CRM implementation into a seamless, efficient and growth-driven experience

Business Analysis & Strategy

Understand core business processes & define CRM goals

Set up key performance indicators for success

Tailored Customization & Set Up

Configure CRM with custom modules, fields, and workflows

Automate repetitive tasks for increased efficiency

Data Migration

Transfer customer data securely and accurately

Ensure zero data loss during migration

Training & Support – Scope of Work

3-Month Hand-Holding Training: Personalized guidance to help users align the CRM with their business processes.

User & Admin Training: Role-based, 6 interactive sessions tailored to specific workflows.

Go-Live Assistance: Real-time support to resolve initial adoption challenges.

Unlimited Ongoing Support: Helpdesk, troubleshooting, and feature optimization.

Knowledge Base & Documentation: SOPs, FAQs, and training materials for self-sufficiency.

Continuous Improvement: Periodic refresher training and CRM performance reviews.

Watch Our Demo

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Why Choose Regal Infonet?

Certified Zoho Partner

Recognized for delivering successful Zoho CRM implementations across industries.

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Industry-Specific Customization

We tailor Zoho CRM, HR, and Payroll to fit your unique business processes.

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Process Understanding & Documentation

We map out your sales and operational workflows to ensure a structured CRM setup.

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Automation & Scalability

From workflow automation to blueprints and reporting, we help businesses scale effortlessly.

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Seamless Integrations

Connect Zoho CRM with accounting, ERP, WhatsApp, and other third-party applications for a unified experience.

05

Training & Ongoing Support

We provide hands-on training and post-implementation support to maximize your CRM investment.

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