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A complete Zoho People and CRM rollout — transforming HR operations and sales processes for a growing Indian investment services firm.
Gaining Ground Investment Services, a growing investment services firm in India, was managing HR operations — attendance, leave management, performance reviews, and appraisals — entirely through spreadsheets and email. Their sales team tracked leads and client interactions in a mix of personal spreadsheets and WhatsApp messages. No visibility across the business. No automation. No audit trail.
Aayushi and the Infomaze Zoho team implemented a full Zoho People configuration — attendance tracking, leave management, performance review workflows, and appraisal automation — all aligned to the company's specific HR policies. Alongside this, Zoho CRM was configured around the investment services sales process, with custom modules for client types, investment profiles, and regulatory requirements.
Every piece designed to solve a specific part of the problem — integrated into one system that works end-to-end.
The client specifically noted Aayushi's deep platform knowledge and responsiveness throughout the implementation. The project ran smoothly because she was involved from discovery to go-live, not just at the beginning and end.
Gajendra provided architectural direction and ensured the implementation was built to scale — so as the company grows, the Zoho setup grows with it rather than needing to be rebuilt.
Six months in, Infomaze remains the company's active Zoho partner — handling new requirements, additional modules, and ongoing optimisation. This is the standard Infomaze client relationship.
From the initial audit to live deployment — every stage designed to minimise risk and maximise speed to value.