1,859 Crm Specialist jobs in India

About Us

At Purpletree Software's CRMExpertsHub, we specialize in helping businesses grow through smart use of modern CRM platforms. By working with leading systems such as Zoho CRM, GoHighLevel, Salesforce, and HubSpot, we design and deliver solutions that automate workflows, improve customer engagement, and drive measurable results.

Role Overview

We are hiring a CRM Specialist who can implement, customize, and integrate CRM platforms based on client needs. This role is focused on helping businesses get the most value from their CRM by automating processes, setting up pipelines, and connecting with third-party applications.

While the position is mainly CRM-focused, basic knowledge of PHP & Laravel will be an added advantage for advanced customizations and integrations.

Key Responsibilities

· Configure, customize, and manage leading CRM platforms.

· Build automation workflows, pipelines, and reports that simplify business operations.

· Handle third-party integrations such as email, SMS, telephony, payments, and eCommerce.

· Work with APIs, webhooks, and support data migrations.

· Provide training and support to ensure clients fully adopt CRM solutions.

Skills We Need

· Proven hands-on experience with modern CRM systems (Zoho CRM, GoHighLevel, Salesforce, HubSpot).

· Strong understanding of CRM automation, reporting, and pipeline management.

· Familiarity with API integrations and workflow design.

· Strong communication and problem-solving skills.

Added Advantage

· Knowledge of PHP & Laravel.

· Familiarity with MySQL, JavaScript, or eCommerce platforms like Magento, Shopify and Opencart.

Why Join CRMExpertsHub at Purpletree Software?

· Work with multiple leading CRM technologies instead of being limited to one.

· Be part of global projects with clients across industries.

· Clear career growth path with opportunities to lead CRM initiatives.

· Flexible, innovative, and growth-driven work environment.

· Make a real difference by shaping how businesses manage and scale customer relationships.

Job Types: Full-time, Permanent

Pay: ₹13, ₹40,000.00 per month

Work Location: In person

Job Title: CRM Specialist

Location: Hyderabad

Experience: 2 - 4 Years

CTC: Up to 12 LPA

Employment Type: Full-Time

Role & Responsibilities:

• Design and implement user journeys for financial products, ensuring seamless onboarding, engagement, and retention.
• Drive awareness of product features through CRM campaigns and targeted communication.
• Track, measure, and analyze engagement and conversion metrics to optimize CRM performance.
• Continuously refine user journeys based on data-driven insights and A/B testing.
• Collaborate with cross-functional teams to align CRM strategies with business goals.

Skills & Qualifications:

• 1-2 years of experience working with CRM tools like CleverTap and MoEngage.
• Proficiency in Excel for data analysis and reporting.
• Strong analytical mindset with the ability to interpret data and optimize campaigns.
• Problem-solving skills with a keen eye for identifying gaps and improvement areas.
• Experience in financial products or fintech is a plus.

• Jobs by Location
• Jobs by Industry

The CRM Specialist reports to the Application Manager and works closely with the CX Technology & Innovation team and the Customer Service Operations team.

The CRM Specialist is responsible for configuring, maintaining and optimizing our CRM tool in alignment with the Application Manager's requirements. The CRM Specialist uses out of the box functionalities but also collaborates with the development team to implement custom built features. The CRM Specialist ensures seamless integration of the CRM with third party applications, including but not limited to: Chatbot, IVR, Nexus, third party sales channels.

Additionally, the CRM Specialist handles day-to-day change requests, prioritizing tasks according to provided deadlines, to maintain user satisfaction while ensuring reliability and scalability.

Purpose of the job

The CRM Specialist is tasked with optimizing CRM performance through proactive maintenance, effective configuration, and the introduction of new functionalities. This role emphasizes the continuous improvement of operational processes and the implementation of tools that enhance the CRM's usability and efficiency. The CRM Specialist collaborates with cross-functional teams to understand business requirements and translate them into effective solutions.

Responsibilities/core tasks, authorizations

Responsibilities:

• Keep track of user needs and requirements.
• Optimize existing functionalities in line with user requirements.
• Implement new features based on user needs and optimization opportunities.
• Collaborate with other teams to ensure continuous development of the CRM functionalities.
• Collaborate with Zendesk to ensure we make most out of the CRM, following best practices.
• Troubleshoot and resolve technical issues related to CRM functionality and performance.
• Monitor daily performance of the CRM and alert Application Manager of any abnormalities.
• Monitor and maximize Customer and Agent satisfaction.
• Stay up to date with latest CRM technologies and AI advancements.

Job Description – CRM Specialist

We are seeking a detail-oriented and data-driven CRM Specialist to join our Customer Lifecycle team. As a CRM Specialist, you will be responsible for executing customer lifecycle campaigns, driving engagement, retention, and customer satisfaction through effective use of CRM tools and automation platforms. You will play a key role in understanding customer behavior and implementing targeted communication strategies.

Key Responsibilities:
1. Execute and manage CRM campaigns across the customer lifecycle (onboarding, engagement, retention, and re-engagement).
2. Work with customer data to identify touchpoints, pain points, and opportunities for engagement.
3. Build and run personalized communication plans and loyalty programs to drive customer stickiness.
4. Assist in the development of strategies to reduce churn and improve retention metrics.
5. Collaborate with cross-functional teams (marketing, product, sales) to ensure alignment in lifecycle communication.
6. Monitor campaign performance, track KPIs, and generate reports to measure effectiveness.
7. Segment customer data and implement targeted strategies for each segment.
8. Leverage marketing automation and CRM tools (e.g., CleverTap, MoEngage) for campaign execution.

Qualifications:
• Education : Bachelor’s degree in Marketing, Business Administration, or related field.
• Experience : 2–5 years of experience in CRM, customer lifecycle campaigns, or customer engagement roles.
• Technical Skills :
• Strong knowledge of CRM systems, customer segmentation, and journey mapping.
• Hands-on experience with marketing automation platforms (CleverTap, MoEngage, or similar).
• Proficiency in MS Excel and data analysis tools.
• Strong analytical and problem-solving abilities.
• Excellent communication and presentation skills.
• Ability to manage multiple campaigns/projects simultaneously.

Job Description:

We are seeking a skilled CRM Specialist with a focus on Quotation, Calling, Client Handling, and excellent communication skills in fluent English. The ideal candidate should have a B.Tech qualification.

• Manage and update CRM system with accurate information
li>Handle client inquiries and provide quotations
• Make outbound calls to clients for follow-ups and updates
• Ensure smooth handling of client relationships

• Bachelor's degree in Technology (B.Tech)

• Excellent communication skills
• Fluent in English
• Client handling expertise

We are seeking a highly skilled and experienced Marketing Automation CRM Specialist to join our Marketing team. The successful candidate will be responsible for developing, executing and optimizing marketing automation campaigns to drive customer acquisition, engagement, retention and revenue growth. They will leverage their Analytical expertise to provide insightful and actionable analytics to improve marketing campaign performance and inform business decisions.

Responsibilities:

• Develop and execute end-to-end marketing automation campaigns across multiple channels (email, whatsapp, sms, website, etc.) to drive customer acquisition, engagement, retention and revenue growth.
• Develop reports and dashboards that provide insights into campaign performance, customer behavior and other key business metrics.
• Analyze campaign data to identify opportunities to improve campaign performance and drive business outcomes.
• Develop and execute A/B testing plans to optimize campaign performance and maximize ROI.
• Collaborate with cross-functional teams, including product, sales and customer support, to align marketing campaigns with business goals and customer needs.
• Monitor and report on key performance metrics, including campaign performance, customer engagement, conversion rates, and customer lifetime value.
• Stay up-to-date with emerging trends and best practices in marketing automation and Analytics.

Skills:

• Bachelor's degree in marketing, business or related field
• 1+ years of experience in marketing automation, preferably in a D2C environment
• Demonstrated proficiency with marketing automation platforms such as Contlo, Hubspot, Clevertap, MoEngage, LimeChat, Wati, GupShup or WebEngage
• Strong experience in analytics, including the ability to create reports, dashboards, and KPIs
• Strong understanding of digital marketing channels, including email marketing, social media, and web optimization
• Strong analytical skills with the ability to analyze complex data sets, derive insights, and make data-driven decisions
• Excellent project management skills with the ability to manage multiple projects and priorities in a fast-paced environment
• Strong written and verbal communication skills with the ability to communicate complex ideas in a simple and compelling way
• Proven ability to work effectively in a cross-functional team environment

Company website:

** Candidates willing to travel to Worli & Work from Office should only apply.

Join an Elite HubSpot Partner agency where HubSpot is not the job — it's the operating system.

We're a revenue enablement partner for modern B2B teams. Our mission is to help GTM and RevOps leaders drive clarity, efficiency, and scale — without the bloat of disconnected tools or scattered execution.

In the last five years, we've tripled our team and expanded globally (with biggest leverage in the US), partnering with high-growth companies to turn their GTM chaos into controllable systems. From helping mid-market teams generate $3M in pipeline in under six months, to streamlining the revenue stack for a 1500+ person enterprise, to enabling AI-led efficiency plays for teams scaling with lean headcount — we build for outcomes, not vanity metrics.

We believe the next generation of revenue teams will win by building lean, modular, and deeply aligned GTM systems — and they'll need sharp, high-agency minds to make it happen.

We're building a team for those who think in systems, bias toward action, and want their work to move the revenue needle.

We're looking for a Marketing Graphic Designer to join our fast-growing team and bring our brand to life across every channel. From social media and sales collaterals to landing pages, website pages, whitepapers, and case studies—you'll be the creative force that makes our marketing stand out.

The Role

We're looking for a HubSpot Strategist who isn't just good at workflows and lists, but thinks in HubSpot. You'll be the super-admin for our customers — the person they trust to keep their GTM engine humming. Some days you'll be deep in data hygiene or automation builds, other days you'll be in a client call explaining why their funnel reporting is broken and how to fix it.

This role is part builder, part translator, part RevOps apprentice.

Here's what that looks like day-to-day:

-HubSpot Super-Admin Across All Hubs

• Build and optimize properties, workflows, sequences, pipelines, dashboards, and reports.
• Ensure data consistency across Contacts, Companies, Deals, and Tickets.
• Troubleshoot issues fast, whether it's email deliverability, a broken sync, or automation logic gone rogue.
• Strategic RevOps Support
• Translate messy business tasks into clean, scalable HubSpot solutions.
• Spot gaps in funnel design, lifecycle stages, lead scoring, or attribution models — and propose fixes.
• Partner with senior managers to connect HubSpot execution to revenue outcomes (not just tasks).

-Client Onboarding & Discovery

• Join discovery calls to map business processes and translate them into HubSpot builds.
• Assist in building onboarding project plans and setting realistic delivery expectations.
• Document requirements clearly and ensure project teams execute against them.

-Account Management Support

• Own day-to-day deliverables for customer accounts.
• Share structured daily or weekly progress updates with clients, maintaining transparency and confidence.
• Flag risks early and propose mitigation steps — "no surprises" is the rule.

Minimum Expectations @ OneMetric

We're an Elite HubSpot Partner. That means the bar here is higher than at your last agency gig. To succeed here, you need to deliver these minimum expectations within your first 90 days:

-HubSpot Mastery

• Confidently navigate all hubs and explain why each feature exists.
• Build core assets (workflows, reports, sequences, properties) with speed and zero rework.

-Structured Communication

• Share weekly client updates that are concise, structured, and free of fluff.
• Use internal project tracking tools (ClickUp/Asana/HubSpot projects) religiously — no tasks slipping through the cracks.

-Curiosity & RevOps Lens

• Ask "why" before building — you should understand the revenue context, not just the configuration.
• Identify at least one process or reporting gap per account and flag it to your manager with recommendations.

-Reliability

• Never let clients or managers chase you for updates.
• Deliver tasks on time, or proactively reset expectations before a deadline.

-Agency Readiness

• Comfortably juggle 3–5 client accounts at a time without chaos.
• Adapt to shifting priorities while keeping structure intact.

Who You Are

• A HubSpot pro who knows their way around all hubs. If you think "Ops Hub is underrated," we're already interested.
• Agency-tested: you've handled multiple accounts, deadlines, and curveballs before.
• Structured + curious: you like order and process, but you also ask "why" before you build.
• Someone who takes ownership — clients and managers don't need to chase you.

Why This Isn't Just Another HubSpot JD

Most agencies hire "HubSpot implementers." We're not looking for that. We're building a team of Revenue Enablers — people who can run HubSpot like pros
and
think about the bigger revenue picture. At OneMetric, you'll learn to scale from button clicks to boardroom impact.

Roles and Responsibilities:

• Configure, customize, and maintain Zoho CRM to meet business requirements
• Create and manage custom fields, modules, layouts, and workflows
• Set up and maintain sales pipelines, stages, and forecasting models
• Implement and maintain data validation rules and automation
• Import, export, and migrate customer data while ensuring data integrity
• Create and maintain custom reports and dashboards for sales team
• Design and implement sales process workflows and automation rules
• Create email templates, document templates, and approval processes
• Set up and customize Zoho Marketing Automation system for lead nurturing and campaign management
• Configure integration with other business applications (email, marketing tools, etc.)
• Gather feedback and implement system improvements

Required Skills & Qualifications

• 1+ years of hands-on experience

with Zoho CRM platform
- Strong understanding of CRM concepts and sales processes
- Experience with Zoho CRM modules: Leads, Contacts, Accounts, Deals, Activities
- Proficiency in creating custom fields, workflows, and automation rules
- Knowledge of data import/export processes and data management
- Experience with Zoho CRM reporting and dashboard creation
- Experience with Zoho Marketing Automation setup, campaign creation, and lead scoring configuration
- Experience with Zoho integrations (Zoho Mail, Zoho Campaigns, Zoho Desk)
- Basic understanding of APIs and third-party integrations
- Familiarity with email marketing integration
- Basic knowledge of HTML for email templates (preferred)
- Strong analytical and problem-solving abilities