CRM (Customer Relationship Management) software is crucial for the long-term success of any modern business, allowing companies to track, store, and analyse customer data to facilitate better relationships and improve business growth. Championing the adoption of such systems is Caldere Associates, a leading CRM consultancy and Zoho partner providing customised CRM solutions that meet its clients’ unique business needs. Vivek Gargav, Co-Founder and Strategic Lead, told us more. Best CRM Consultancy & Solutions Provider 2025 Based in Berkshire, Caldere Associates is a trusted partner for small- and medium-sized businesses looking to enhance their customer experience management without drowning in enterprise-level complexity. For more than two decades, the consultancy has helped businesses to actually enjoy their CRMs, working closely with each client to understand their unique business needs and develop tailored solutions to meet them. As a Zoho partner, Caldere Associates designs, implements, and trains teams on systems that go beyond ticking boxes, making day-to-day work easier for those operating on the frontlines. Aiming to help companies build better relationships with colleagues, clients, and data, the consultancy leverages technology to create a world where systems and solutions are shaped around people— rather than imposed upon them. Caldere Associates was founded in 2004 by dedicated entrepreneurs Vivek and Meeta Gargav. Over the last two decades, the tools have certainly changed—moving from on-premises servers to fully cloud-based SaaS; from “just CRM” to the much broader Zoho ecosystem that now includes project management, customer service, marketing automation, and even HR. Despite the evolution, Calder Associates’ values have remained the same: collaboration, clarity, trust, and putting people first. “Our mission has always been simple: to make CRM something people genuinely want to use,” Vivek explained. “At the heart of it all is our belief that better relationships build better businesses; whether that’s relationships with customers, colleagues, or the technology itself. For us, success isn’t simply delivering an implementation project; it’s leaving behind a system that people trust, enjoy using, and that strengthens the bonds that make a business time.” To achieve this mission, Caldere Associates understands the importance of standing out from the crowd. Unlike its competitors, the consultancy does not behave like typical consultants; it avoids buzzwords where possible and, instead of dazzling clients with jargon, the team focuses on listening properly and translating their true needs, even if they are not entirely clear from the outset. This is Caldere Associates’ most significant challenge; with such a high volume of clients approaching CRM for the first time, much of the process entails helping them discover what is actually possible for businesses utilising CRM in their operations. The team’s extensive experience enables Caldere Associates to bridge that gap, transforming vague ideas into practical solutions that leadership supports, and staff can actually use. The CRM and CXM sectors are continually evolving, fuelled by ongoing technological advancements and shifting consumer demands. To keep abreast of such developments, the consultancy stays close to Zoho’s roadmap, explores new tools as they emerge, and filters each possible advancement through one simple question: “Will this genuinely make clients’ lives easier?” This approach has enabled Caldere Associates to maintain a position at the forefront of industry advancement, ensuring that clients are continually provided with the latest innovations in the CRM sphere. Over the years, the consultancy has witnessed CRM grow and flourish. What was once regarded as a “nice-to-have” database has soon become the nervous system of businesses across the country. With this shift, however, have come new client expectations: a rising demand for flexibility, simple integrations, and the ability to log-in and work from anywhere. Today’s clients are no longer asking for a sales pipeline tool; they are seeking a platform where marketing, customer service, projects, documents, and team collaboration can unite. Building on this fast-growing momentum, Caldere Associates is poised for a year of expansion and advancement. “We’re very excited about what lies ahead,” Vivek shared. “For 2026, we’re planning to open a new development and project management office in India; the details are still being finalised but it’s a big step for us in strengthening our global capabilities and staying true to our values as a close-knit community. “Closer to home, we have seen a real—and somewhat unexpected—rise in clients asking about customer experience and how to embed it into their organisations. That’s encouraging, because it shows that businesses are thinking beyond just sales pipelines and starting to view CRM as a tool for building stronger relationships at every stage of the journey. As a result, our calendars are already looking very busy for the year ahead… and that’s exactly how we like it!” Contact: Vivek Gargav Company: Caldere Associates Ltd. Web Address: www.caldere.com
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