DigiLocker Doc's for Zoho CRM

Streamline document management in Zoho CRM with DigiLocker, ensuring secure storage, synchronization, and easy access.
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Features

Features

Effortless Data Retrieval

Easy Data Retrieval: Fetch data effortlessly by clicking "Fetch DigiLocker Docs Data" in the Leads and Contacts modules.

Automated Storage

Seamless Integration: Automatically store fetched data in the custom module "DigiLocker's Docs" within Zoho CRM.

Improved Organization

Enhanced Data Management: Centralize and manage all DigiLocker documents within Zoho CRM for improved efficiency and organization.

Dedicated Custom Support

Custom Module Support: Leverage a dedicated custom module for storing and accessing DigiLocker documents, ensuring data integrity and easy retrieval.
Prerequisites

Prerequisites

  1. You must be Zoho CRM's Super Admin.
  2. Zoho CRM Enterprise Edition or Higher is required.
Support

Frequently asked questions

Everything you need to know about the product and billing.
Is there a free trial available?
Yes, you can try us for free for 30 days. Our friendly team will work with you to get you up and running as soon as possible.
Can I change my plan later?
Of course. Our pricing scales with your company. Chat to our friendly team to find a solution that works for you.
What is your cancellation policy?
We understand that things change. You can cancel your plan at any time and we’ll refund you the difference already paid.
Can other info be added to an invoice?
At the moment, the only way to add additional information to invoices is to add the information to the workspace's name.
How does billing work?
Plans are per workspace, not per account. You can upgrade one workspace, and still have any number of free workspaces.

Use Cases

  1. Seamless Integration with Digilocker
    • Effortlessly integrate Digilocker with Zoho CRM to access, store, and manage important government-issued documents directly within CRM records, improving document management efficiency.
  2. Secure Document Storage
    • Ensure the security and authenticity of critical documents like Aadhaar, PAN, and others by linking them with your Zoho CRM contacts, keeping all sensitive information protected within Digilocker.
  3. Instant Document Retrieval
    • Easily retrieve and view Digilocker documents within Zoho CRM, allowing for quick access to verified documents whenever needed, enhancing workflow and decision-making processes.
  4. Enhanced Compliance and Reporting
    • Stay compliant with regulatory requirements by managing verified, government-authorized documents in one place, simplifying audits and documentation for your business operations.
Pricing

Plans that fit your scale

Simple, transparent pricing that grows with you. Try any plan free for 30 days.

Basic plan

Flexible monthly pricing options available.
$10.00
FEATURES
Everything in our free plan plus....
Access to basic features
Remote Assistance
Technical support
Call Support
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Basic plan

Yearly plans offer significant savings.
$120.00
FEATURES
Everything in our free plan plus....
Access to basic features
Remote Assistance
Technical support
Call Support
Pay Now
Integrations

Get more value from your tools

Connect your tools, connect your teams. With over 100 apps already available in our directory, your team’s favourite tools are just a click away.
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Aadhaar Verification for Zoho CRM

Aadhaar Verification for Zoho CRM ensures secure, real-time identity validation, improving data accuracy and compliance.
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PAN Details Retrieval for Zoho CRM

The PAN Details Retrieval extension for Zoho CRM authenticates identities, preventing fraud in Leads and Contacts.
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Company GST Finder for Zoho CRM

Company GST Finder for Zoho CRM automates GST validation, simplifying compliance and tax operations for businesses.
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GSTIN Validation for Zoho CRM

GSTIN Validation for Zoho CRM streamlines GSTIN management, providing insights and automatic updates in CRM modules.
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