Customer story: TagSkills EdTech

From Excel spreadsheets to one CRM for the whole business

How TagSkills EdTech moved its marketing, sales, operations and training work into Zoho CRM, with PFC Group guiding the choice, the onboarding and the months after.

Industry: Education technology (EdTech)
Key app: Zoho CRM
Licences: 3 Zoho CRM users, 12-month offer
Implementation and service partner: Pro Futuro Consulting (PFC Group)

How PFC Group supported TagSkills, step by step

1
Pre-salesUnderstanding the business needs
2
Plan choiceMonthly and annual options compared
3
Purchase3 Zoho CRM licences on a 12-month offer
4
OnboardingGetting the team started in Zoho CRM
5
Ongoing supportHelp on WhatsApp and group chat

The company

TagSkills EdTech Private Limited is an education technology startup led by Founder and CEO Prashun Shetty. The company runs activities across marketing, sales, operations, training and development.

Growing beyond spreadsheets

Before Zoho CRM, TagSkills EdTech managed its business activities in Excel spreadsheets, without a dedicated CRM system, and its finance team handled invoicing manually. As the company grew, it needed one central platform for several business functions, and a partner who would guide the implementation and stay available afterwards.

Before

Excel spreadsheetsNo CRM systemManual invoicing

After

One Zoho CRM system supporting marketing, sales, operations, training and development.

How Zoho became the solution

TagSkills EdTech chose Zoho CRM to bring its business activities together on a single platform. The company purchased three Zoho CRM user licences under a 12-month offer, with PFC Group guiding the process.

Zoho CRM replaced the spreadsheet-based approach and gave the team one central system for marketing, sales, operations, training and development.

What made the difference

Flexible subscriptions
Monthly and annual plans let the company choose what fit its needs.
Accessible support
WhatsApp and group communication made it easy to ask for help.
Continued guidance
PFC Group stayed available for questions well beyond the purchase and onboarding.

Results after the first two months

Centralized business management
The company moved from Excel spreadsheets to a dedicated CRM for several business functions.
Better organized processes
Zoho CRM gives the team one common system for everyday work.
Reliable support
Ongoing help from PFC Group answered questions and built confidence in the Zoho ecosystem.

Working with PFC Group

PFC Group supported TagSkills EdTech from the first pre-sales discussions and subscription choice through onboarding and everyday CRM use, over an engagement of about three months.

Priya Pillay, Business Development Executive, PFC Group

TagSkills especially valued her responsiveness and commitment, with support continuing well after the software purchase.

Good technology is important, but good people who stand behind that technology make the real difference.

Prashun Shetty, Founder and CEO, TagSkills EdTech Private Limited

Ready to move your business beyond spreadsheets?

Book a consultation

Delivered by