Success Stories & Case Studies

Problem

Teams followed a manual task life cycle with inconsistent tracking, delays, and no central monitoring system.

Solution

• Built fully automated task life cycle using Zoho Desk + Zoho Creator integration
• Implemented Blueprint control for structured workflows
• Real-time time tracking with auto-timestamps for each status transition
• Automated notifications to assignees & project leads
• Created reports & dashboards to track SLA and timelines

Key Automations

• Auto-create Creator records when Desk tickets validate
• Full life-cycle Blueprint: Start → Planning → In Progress → Completed → Success/Failure
• Auto-timestamps for each status transition
• Email notifications to assignees & project leads

Outcome

Problem

Employee management (PIP, asset allocation, service requests, growth tracking) was fragmented across tools.

Solution

• Built integrated HR ecosystem with Zoho People + Zoho Desk
• Automated PIP tracking with month-long monitoring
• Centralized employee database with asset management
• Blueprint-controlled HR workflows
• Email & in-app notifications for updates

Key Automations

• Auto-create Desk tickets from People service requests
• Asset allocation + record locking
• PIP form with automatic logs
• Blueprint validation for HR processes

Outcome

Problem

Immigration consultancy needed structured lead capture, visa category mapping, and client progression tracking across multiple stages.

Solution

• Custom CRM pipeline for immigration workflows
• Multi-stage lead forms (Initial Inquiry → Documentation → Submission → Approval)
• Automated lead assignment based on visa type
• Blueprint workflow for stage transitions
• Document checklists by visa category

Key Automations

• Zoho Forms → CRM lead creation with visa type field
• Auto-assign consultants based on specialization
• Email sequences for each stage
• Document expiry alerts
• Pipeline reports by visa category

Outcome

Problem

Banking institution needed lead capturing, call logging, document signing, and compliance tracking in one system.

Solution

• Integrated Zoho Forms for web lead capture
• RingCentral + CRM integration for automatic call logging
• Zoho Sign for digital document signing (KYC, agreements)
• Blueprint workflow for compliance checks
• Automated email sequences by product type

Key Automations

• Form submission → CRM lead with product interest tag
• Call logs auto-attached to lead records
• Sign document status sync with CRM
• Compliance validation before account opening
• Sales rep performance dashboards

Outcome

Problem

Client used Typeform for lead collection but needed automatic CRM sync with custom field mapping and duplicate prevention.

Solution

• Built Zoho Flow automation: Typeform → CRM
• Custom Deluge script for field transformation
• Duplicate check based on email + phone
• Lead source tagging (campaign, ad set)
• Auto-assign leads to sales reps by region

Key Automations

• Typeform submission triggers Flow webhook
• Deluge script maps multi-select fields
• Duplicate merge logic (update if exists, create if new)
• Slack notification to assigned rep
• Google Sheet logging for backup

Outcome

Problem

Files were scattered across emails/drives, and invoice creation from deals was manual and error-prone.

Solution

• Integrated Zoho WorkDrive with CRM for centralized file storage
• Auto-create WorkDrive folder for each CRM deal
• Button-click invoice generation from deal amount
• Automated invoice PDF upload to deal's WorkDrive folder
• Payment status sync: Books → CRM

Key Automations

• Deal creation → WorkDrive folder with deal name
• Custom button: "Generate Invoice" → Books invoice + PDF
• Invoice PDF auto-stored in WorkDrive
• Payment received → CRM deal stage update
• File access permissions by deal owner

Outcome

Problem

Multi-location retail chain had no visibility into stock levels, leading to overstocking/understocking and manual reorder processes.

Solution

• Implemented Zoho Inventory for real-time stock tracking across 8 locations
• Auto-reorder triggers based on minimum stock thresholds
• Zoho Projects integration for purchase order approvals
• Warehouse-wise stock reports with low stock alerts
• Barcode scanning for stock in/out

Key Automations

• Stock below threshold → auto-create PO in Projects
• PO approval workflow with manager notifications
• Stock transfer between warehouses with tracking
• Weekly stock reports emailed to operations team
• Expiry date alerts for perishable items

Outcome

Problem

Client used QuickWerks for operations but needed CRM + accounting integration to avoid duplicate data entry.

Solution

• Built Zoho Flow: QuickWerks ↔ CRM ↔ Books
• Customer data sync (QuickWerks → CRM)
• Invoice sync (QuickWerks → Books)
• Payment status updates across all platforms
• Unified customer 360° view in CRM

Key Automations

• New QuickWerks customer → CRM account creation
• QuickWerks invoice → Books invoice (auto-sync)
• Payment received → update all systems
• Service completion → CRM follow-up task
• Bi-directional data sync with error logging

Outcome

Problem

Disconnected sales, contracts, invoicing, and payment tracking led to revenue leakage and delays.

Solution

• End-to-end CRM → Sign → Books workflow
• Deal won → auto-generate contract in Sign
• Signed contract → auto-create Books invoice
• Payment received → CRM renewal reminder
• Blueprint-controlled stage gates

Key Automations

• Deal "Closed Won" → Zoho Sign contract with prefilled data
• Contract signed → Books invoice + payment link
• Invoice payment → CRM opportunity marked "Paid"
• 30 days before renewal → auto-create renewal deal
• Sales dashboard with real-time ARR tracking

Outcome

Problem

E-commerce store had manual order processing, shipping, inventory updates, and customer data was siloed.

Solution

• Zoho Commerce storefront with CRM + Books + ShipStation integration
• Auto-sync orders, inventory, customers, invoices
• Shipping label generation via ShipStation API
• Automated customer segmentation for marketing
• Real-time inventory updates across channels

Key Automations

• New order → CRM contact + Books invoice + ShipStation label
• Order shipped → customer email with tracking link
• Inventory sold → auto-update stock levels
• Abandoned cart → CRM campaign trigger
• Repeat customer → loyalty tag + discount offer

Outcome

Problem

Support team was overwhelmed with repetitive queries, slow response times, and inconsistent answer quality.

Solution

• Integrated ChatGPT with Zoho Desk via API
• AI-generated response suggestions for agents
• Auto-categorization of tickets by intent
• Sentiment analysis for priority escalation
• Knowledge base article recommendations

Key Automations

• New ticket → ChatGPT analyzes + suggests response
• Negative sentiment → auto-escalate to senior agent
• FAQ questions → AI auto-reply with KB link
• Ticket categorization via GPT-4 classification
• Performance dashboard: resolution time, CSAT scores

Outcome

The Challenge

A growing real estate firm was struggling with low-quality leads from various sources. Their sales team spent hours on unqualified prospects, and follow-up was inconsistent due to manual processes.

Our Solution

• Created targeted Facebook and Google Ads campaigns focused on high-intent buyers
• Built custom landing pages with qualification forms
• Implemented Zoho CRM with automated lead distribution and follow-up workflows
• Set up lead scoring based on engagement and property preferences

Results

The Challenge

A logistics company was managing operations through multiple Excel spreadsheets and emails, leading to data inconsistencies, delayed updates, and lack of real-time visibility.

Our Solution

• Built a custom web application with role-based dashboards
• Implemented real-time order tracking and status updates
• Created automated reporting and analytics
• Integrated with existing accounting and invoicing systems

Results

The Challenge

An education entrepreneur had a vision for a learning management SaaS platform but lacked technical expertise. They needed to validate the idea quickly and launch an MVP to secure funding.

Our Solution

• Conducted product discovery workshops to define core features
• Designed intuitive UI/UX for students, teachers, and administrators
• Built multi-tenant architecture with subscription billing via Stripe
• Implemented video streaming, assignments, and progress tracking
• Deployed on AWS with auto-scaling capabilities

Results

The Challenge

A consulting firm had an unorganized CRM with inconsistent data entry, manual follow-ups, and no visibility into sales pipeline or forecasting.

Our Solution

• Redesigned Zoho CRM structure with custom modules and fields
• Created automated workflows for lead nurturing and follow-ups
• Integrated email, calendar, and document management
• Built custom dashboards for sales forecasting and performance tracking

Results

The Challenge

An online fashion retailer had inconsistent monthly revenue, low ROAS (Return on Ad Spend), and lacked a cohesive marketing strategy across channels.

Our Solution

• Implemented full-funnel Facebook and Instagram ad campaigns
• Created Google Shopping and Search campaigns
• Set up email marketing automation for cart abandonment and retargeting
• Optimized product pages and checkout flow for conversions

Results

The Challenge

A home services company relied on phone calls for booking, leading to scheduling conflicts, no-shows, and limited scalability.

Our Solution

• Built customer-facing app for browsing services and booking appointments
• Created service provider app for job management and navigation
• Implemented real-time scheduling, payment processing, and ratings
• Added push notifications for booking confirmations and updates

Results