Zoho CRM – Sales & Customer Management

The Challenge

The client was experiencing rapid growth, but their sales team was still managing leads through Excel sheets and emails. This led to lost leads, inconsistent follow-ups, and zero sales pipeline visibility for leadership.

Our Solution

We implemented and fully customized Zoho CRM, tailoring it to their specific sales cycle. Key features included:

• Automated lead assignment based on region
• Intelligent task scheduling for follow-ups
• Custom sales funnel stages
• Mobile access for on-the-go sales reps
• Weekly sales analytics and performance dashboards

The Result

• 65% increase in follow-ups within 30 days
• 30% faster lead-to-deal conversion
• Complete visibility for managers via real-time reports
• Higher team accountability with task tracking

The Challenge

As order volumes grew, manual processes started
causing delays — from updating inventory to handling
customer queries. Their small team was overwhelmed, leading to poor customer experience and high support costs.

Our Solution

We designed an automation-first system using:

• Zoho Flow to automate order updates between
  WooCommerce and Zoho Inventory
• Zoho Desk to manage all customer tickets with
  automated tagging and SLA monitoring
• Custom workflows to escalate priority tickets and notify agents in real-time

The Result

• 70% reduction in manual operations
•  40% faster response time to customer tickets
• 99% order accuracy with real-time inventory sync
•  Happier support team and customers

The Challenge

The firm had teams working in silos with disconnected tools for sales, HR, projects, and finance. Data duplication and delays in approvals were frequent, and decision-makers lacked a unified view.

Our Solution

We implemented a full-fledged Zoho One suite customised for each department:

• Zoho CRM for client acquisition
• Zoho Projects to manage internal and client deliverables
• Zoho Books for invoicing and finance
• Zoho People for HR and attendance
• Zoho Analytics for unified performance reporting

The Result

• 100% digital operations in just 8 weeks
• Real-time collaboration between departments
• Weekly dashboards for leadership
• Scalable system ready for future growth