FundsIndia
No. 38 and 39, 3rd Floor, Uttam Building, Whites Road, Royapettah,
Chennai, 600014,
India
Chennai, 600014,
India
91 1860 258 3055
Banking and Financial Services
FundsIndia Technographics
FundsIndia Software Purchases and Digital Transformation Initiatives
Discover the latest software purchases and digital transformation initiatives being undertaken by FundsIndia and its business and technology executives. Each quarter our research team identifies on-prem and cloud applications that are being used by the 350 FundsIndia employees from the public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources.
During our research, we have identified that FundsIndia has purchased the following applications: Zoho SalesIQ for Chatbots and Conversational AI in 2017, Google Workspace (Formerly Google G-Suite) for Collaboration in 2016, Zoho CRM Plus for CRM, Sales Engagement in 2020 and the related IT decision-makers and key stakeholders.
Our database provides customer insight and contextual information on which enterprise applications and software systems FundsIndia is running and its propensity to invest more and deepen its relationship with Zoho Corp. , Google , Zendesk or identify new suppliers as part of their overall Digital and IT transformation projects to stay competitive, fend off threats from disruptive forces, or comply with internal mandates to improve overall enterprise efficiency.
We have been analyzing FundsIndia revenues, which have grown to $40.0 million in 2024, plus its IT budget and roadmap, cloud software purchases, aggregating massive amounts of data points that form the basis of our forecast assumptions for FundsIndia intention to invest in emerging technologies such as AI, Machine Learning, IoT, Blockchain, Autonomous Database or in cloud-based ERP, HCM, CRM, EPM, Procurement or Treasury applications.
FundsIndia Data, Technology Stack, and Enterprise Applications
AI-Powered Application
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho SalesIQ | Chatbots and Conversational AI | AI-Powered Application | n/a | 2017 | 2017 |
In 2017, FundsIndia implemented Zoho SalesIQ on their website to add Chatbots and Conversational AI capabilities. FundsIndia deployed Zoho SalesIQ as the customer-facing chat channel embedded across its public web properties to support online investor engagement and account inquiries.
The deployment uses Zoho SalesIQ features typical of the Chatbots and Conversational AI category, including a web-embedded chat widget, automated bot workflows for initial triage, live agent handoff, and visitor intelligence to capture session context. Configuration work addressed proactive greeting rules, canned responses, and routing logic to direct conversations to sales or customer service queues.
Operational coverage is centered on the FundsIndia corporate website, supporting online account inquiries and product information requests, and it is staffed by customer service and sales teams based in India. Zoho SalesIQ provides agent consoles and monitoring dashboards that FundsIndia uses to manage concurrent conversations and monitor live engagement.
Governance emphasized chat script standardization, escalation workflows, and serviceability rules to ensure consistent responses and predictable handoffs to human agents. The implementation positioned Zoho SalesIQ to align conversational channels with FundsIndia customer engagement and sales functions without introducing claims about downstream system integrations.
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Collaboration
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Legacy | Google Workspace (Formerly Google G-Suite) | Collaboration | Collaboration | n/a | 2016 | 2016 |
In 2016, FundsIndia implemented Google Workspace (Formerly Google G-Suite) as its primary Collaboration platform. The deployment uses a cloud-native Google Workspace tenant managed through a centralized Admin Console tied to the fundsindia.com domain, providing enterprise email, calendaring, file storage, and real-time document collaboration for the companys approximately 350 employees in India. The implementation established domain-level identity and access controls using Google Accounts and leveraged mobile device management to secure access from laptops and mobile devices. The rollout covered core business functions including operations, customer service, sales, and finance, enabling shared Drive storage and collaborative editing workflows across teams.
Google Workspace (Formerly Google G-Suite) was configured with core modules such as Gmail for corporate email, Google Drive and Docs for document storage and collaborative editing, Google Calendar for scheduling, and Meet for remote meetings, with Admin Console and Groups used for policy administration and distribution lists. Administrative configuration included role-based admin delegation and content governance controls, using Vault and retention settings consistent with standard Google Workspace capabilities to manage email and document retention. The implementation emphasizes centralized tenant management and collaboration controls, aligning Collaboration tooling with FundsIndias organizational structure and operational needs. Documentation and administrative controls were applied to support ongoing user provisioning, group management, and policy enforcement through the Google Workspace administrative interface.
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CRM
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
| Zoho Corp. | Legacy | Zoho CRM Plus | CRM, Sales Engagement | CRM | n/a | 2020 | 2020 |
In 2020, FundsIndia deployed Zoho CRM Plus to centralize customer engagement and sales workflows. The Zoho CRM Plus implementation targets CRM,Sales Engagement and is instrumented on the corporate website to capture inbound leads and site-driven inquiries.
The implementation configures core CRM capabilities including web lead capture and routing, contact and account management, opportunity and pipeline management, sales automation rules, activity tracking, and case handling for customer support. Zoho CRM Plus is used to standardize sales engagement workflows, email activity logging, and task orchestration across front office teams.
Integration scope is focused on the public website where web forms and tracking feed leads directly into Zoho CRM Plus for immediate assignment and follow up. Operational coverage spans sales, marketing, and customer service functions, with lead assignment workflows and shared dashboards to align customer-facing teams across the organization.
Governance has been structured around role based access and lead lifecycle rules, with configuration controls for data quality and process consistency. The rollout emphasizes staged adoption across teams, centralized configuration of engagement templates and automation, and ongoing administration of CRM settings within Zoho CRM Plus.
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Customer Support | CRM |
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2018 | 2018 |
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Digital Advertising Platform | CRM |
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2013 | 2013 |
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Digital Advertising Platform | CRM |
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2024 | 2024 |
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Digital Advertising Platform | CRM |
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2024 | 2024 |
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Marketing Analytics | CRM |
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2013 | 2013 |
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Marketing Analytics | CRM |
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2020 | 2020 |
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Marketing Automation | CRM |
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2019 | 2019 |
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PaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
|---|---|---|---|---|---|---|---|---|
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Transactional Email | PaaS |
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2013 | 2013 |
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IaaS
Vendor |
Previous System |
Application |
Category |
Market |
VAR/SI |
When |
Live |
Insight |
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Application Hosting and Computing Services | IaaS |
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2021 | 2021 |
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Application Hosting and Computing Services | IaaS |
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2018 | 2018 |
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Content Delivery Network | IaaS |
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2019 | 2019 |
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Content Delivery Network | IaaS |
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2016 | 2016 |
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Content Delivery Network | IaaS |
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2021 | 2021 |
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IT Decision Makers and Key Stakeholders at FundsIndia
| First Name | Last Name | Title | Function | Department | Phone | |
|---|---|---|---|---|---|---|
| No data found | ||||||
Apps Being Evaluated by FundsIndia Executives
| Date | Company | Status | Vendor | Product | Category | Market |
|---|---|---|---|---|---|---|
| No data found | ||||||
FAQ - APPS RUN THE WORLD FundsIndia Technographics
FundsIndia is a Banking and Financial Services organization based in India,
with around 350 employees and annual revenues of $40.0 million.
FundsIndia operates a diverse technology stack with applications such as
Zoho SalesIQ, Google Workspace (Formerly Google G-Suite) and Zoho CRM Plus,
covering areas like Chatbots and Conversational AI, Collaboration and CRM, Sales Engagement.
FundsIndia has invested in cloud applications and AI-driven platforms to optimize efficiency and growth,
collaborating with vendors such as Zoho Corp. and Google.
FundsIndia recently adopted applications including
PubMatic in 2024, Index Exchange in 2024 and Lumen Cloud (ex CenturyLink) in 2021,
highlighting its ongoing modernization strategy.
APPS RUN THE WORLD maintains an up-to-date database of FundsIndia’s key decision makers and IT executives,
available to Premium subscribers.
Our research team continuously updates FundsIndia’s profile with verified software purchases,
vendor relationships, and digital initiatives identified from public and proprietary sources.
Subscribe to APPS RUN THE WORLD to access the complete FundsIndia technographics profile,
including detailed breakdowns by category, vendor, and IT decision makers.