CRM Customization

Job Description Position: CRM Customization & Automation Specialist  Location: Mulund (East), Mumbai Type: Full-time, Onsite (No remote option) About Whizstorm Software Technologies: Whizstorm Software Technologies is a fast-growing EdTech start-up building smart CRM and automation tools for the global IT ecosystem. Our platform powers student journeys, partner networks, and education service providers across borders. As we scale, we're building a robust white-labeled CRM infrastructure to serve multiple brands and partners under one unified system. Learn more at   Why We’re Hiring: We’ve recently adopted a next-gen CRM platform to manage multi-brand, multi-user journeys,  and we’re ready to white-label it, build out sub-accounts for our different verticals, and launch high-conversion automations at scale. Now we need YOU A  CRM Specialist who’s got hands-on experience with low-code marketing CRMs , automation builders, app integrations, and client journey mapping. Your Core Responsibilities: Lead CRM customization and architecture for multi-brand sub-accounts Design and implement white-labeled client-facing CRM interfaces Build and manage smart workflows, triggers, and lead automations Integrate CRM with: Website forms and funnels WhatsApp & SMS tools Payment gateways & enrollment systems Email marketing platforms & analytics dashboards Configure appointment calendars, internal pipelines, and sales dashboards Coordinate with design and tech teams to build client onboarding funnels Ensure proper data mapping, tagging, and segmentation for campaign logic Set up lead tracking systems across portals, landing pages, and ad campaigns Collaborate with Sales & Marketing to translate needs into functional automations Requirements Skills & Tools You Should Know: Minimum 2 years of CRM implementation experience (marketing or sales CRM) Experience with white-labeled CRMs or SaaS resellers Strong understanding of: Workflow builders (visual logic / triggers / if-then flows) Form builders , calendars, lead scoring Email & SMS automation Sub-account creation and multi-brand account handling Familiar with API integrations, webhooks, Zapier / Pabbly / Make.com / N8N Comfortable working with tools like: WhatsApp API Google Workspace Calendly or in-app calendars Paypal/Razorpay or similar Bonus: Familiarity with CRM apps that bundle funnels, websites, automations, pipelines, email/SMS, AI chat, Wordpress and reviews -  even better if you’ve built systems for agencies or education or tech Who You Are: Analytical and process-driven with strong attention to detail Capable of understanding user journeys and business logic Fast learner who keeps up with CRM trends and low-code platforms Comfortable training others and documenting CRM processes Open to working on new ideas, multiple brands, and ambitious projects Benefits What You'll Love: Ownership of building a multi-brand CRM stack from scratch Deep involvement in the student success journey Being part of a fast-scaling, tech-enabled education brand Cross-functional learning with digital, sales, content & product teams Opportunity to grow into CRM Product Manager or Head of Marketing Tech How to Apply? Follow the Steps: STEP 1) Send your CV with a short note describing your CRM and automation experience , plus links or screenshots of past setups (if available) to:   ( Subject: CRM Specialist – October 2025) Step 2) Secure your spot for the aptitude test and personal interview. Don’t miss out Click Here: Requirements Content Management System, CRMs, Automations, Workflows, AI tools, Lead generation & management.