Maruti Petrochem
Petrochemicals & Specialty Chemicals · MumbaiChallenge
No centralized system for sales enquiries and customer data, with manual lead assignment causing duplicate records and limited pipeline visibility.
Solution
Zoho CRM Standard implemented with standardized workflows, automated lead assignment and a custom Additional Account Information module — all within budget.
Results
- Centralized, cost-effective CRM platform
- Fewer duplicate records, faster lead assignment
- Improved sales pipeline visibility
Oasis Banquets
Hospitality & Event Management · MumbaiChallenge
Enquiries, bookings, quotations and invoices were spread across disconnected systems, with no real-time view of hall availability across five venues.
Solution
A centralized Zoho CRM, Calendar and Books solution with custom Deluge automation, covering the full lead-to-invoice event booking lifecycle.
Results
- Centralized lead, booking and customer management
- Automated quotation and invoice generation
- Real-time hall availability, fewer booking conflicts
Gaurav Impex
Industrial Chemicals · MumbaiChallenge
Zoho CRM was used as a customer database rather than a sales platform, with no standard workflow, manual product-trial tracking, and manual quotes and invoices.
Solution
Restructured Leads, Accounts, Contacts, Deals and Activities, built a custom Trials module, and automated Quote and Invoice generation with branded templates.
Results
- CRM used as a sales engine — not just a contact list
- Custom Trials module plus automated Quote & Invoice
- Clear pipeline stages and stronger team adoption
Walnut Advertising
Advertising & Marketing AgencyChallenge
Difficulty standardizing and tracking progress across multiple project stages with distinct workflows. A prior self-implementation of Zoho Projects had failed, leading to inefficiencies and poor adoption.
Solution
Custom Zoho Projects configuration aligned with unique processes across pharma and FMCG verticals, role-specific training sessions, and comprehensive post-implementation support.
Results
- Real-time campaign visibility across pharma & FMCG verticals
- Milestone and rework metrics that surface bottlenecks early
- Adoption after a failed DIY Zoho Projects attempt
Faber Infinite Consulting
Business Management ConsultingChallenge
Limited functionality in their existing Pipedrive CRM — lacking advanced analytics, workflow automation, and seamless third-party integration capabilities needed to scale.
Solution
Complete migration from Pipedrive to Zoho CRM with data cleaning, custom workflows, automated processes, third-party integrations, and hands-on team training.
Results
- Complete Pipedrive → Zoho CRM migration with clean data
- Pipeline and forecast dashboards the old CRM could not deliver
- Automated follow-ups that keep opportunities moving
Magenta Mobility
Electric Logistics CompanyChallenge
Legacy on-premise accounting software with local server dependency, performance degradation, no role-based access, missing approval workflows, and inability to track multi-location inventory.
Solution
Migrated to Zoho Books with cloud infrastructure, role-based access control, automated approval workflows, multi-location inventory management, BOM support, and Zoho Analytics integration.
Results
- Real-time financial data access across all branches
- City-wise profitability insights enabling strategic planning
- Eliminated performance issues from legacy infrastructure
Edifice Consultants
Architecture & Design Consulting (200+ employees)Challenge
Difficulty managing multiple projects, lack of attendance and leave tracking systems, complex compensatory off policies, and inefficient project budget tracking with frequent deviations.
Solution
Dual-system implementation of Zoho Projects for project tracking and Zoho People for HR management, plus custom Zoho Creator workflows for compensatory off policies and budgeting tools.
Results
- Real-time project tracking and task efficiency
- Automated overtime calculations with approval-based workflows
- Enhanced project budget adherence and deviation analysis
The BNK Group
Diversified Business GroupChallenge
No structured CRM for pipeline management and customer tracking. Additionally needed a comprehensive HR management system for employee lifecycle management.
Solution
Implemented Zoho Bigin for lightweight, pipeline-focused CRM suited to the group's needs, along with Zoho People for attendance, leave, and employee management across the organization.
Results
- Structured sales pipeline with clear deal tracking
- Centralized HR operations with employee self-service
- Improved visibility across sales and HR functions
The Diet Therapy
Health & WellnessChallenge
Fragmented business operations with no unified platform — separate tools for client management, scheduling, billing, and communication creating operational silos.
Solution
Complete Zoho One configuration bringing CRM, billing, project management, email, and team collaboration onto a single integrated platform tailored to the wellness industry.
Results
- Unified business operations on a single platform
- Streamlined client management and scheduling
- Integrated billing and communication workflows
Inlaks
Technology SolutionsChallenge
Needed a robust cloud-based accounting system to replace manual processes, with automated invoicing, expense tracking, and real-time financial reporting capabilities.
Solution
Implemented Zoho Books with automated invoicing workflows, bank reconciliation, expense management, and customized financial dashboards for real-time visibility.
Results
- Bank reconciliation cut from days to hours with automated matching
- Automated invoicing reducing manual effort significantly
- Real-time financial reporting for faster decision-making
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