Nexos Soft One workflow from lead to cash to reporting
Trust Signal needed a single, integrated platform to run its lead-to-cash and internal operations, instead of managing sales, finance, HR and support as disconnected processes. Nexos Soft is implementing Zoho One end-to-end, covering the full workflow from lead management through deal closure, client onboarding, recurring billing, internal support and reporting.
The solution design
The implementation follows the business's actual workflow — leads captured from multiple sources, assigned and progressed through sales and recurring-business pipelines, converted into structured onboarding, and billed on a recurring cycle with internal support and reporting layered on top.
Sales & CRM
Lead capture, UTM tracking, deal pipelines and role-based dashboards in Zoho CRM.
Quotation & approvals
Templated quotations with discount-based approval workflows.
Client onboarding automation
Automatic task creation and ownership assignment on deal closure.
Finance & recurring billing
Monthly recurring invoicing, payment gateway integration and bank reconciliation in Zoho Books.
Internal support
A Zoho Desk ticketing system with knowledge base and SLA setup.
HR & performance
Attendance, payroll and statutory compliance alongside structured appraisal cycles.
Delivery approach
A phased six-to-eight week implementation prioritising quick adoption and minimal disruption, with dashboards and reporting brought online early for leadership visibility.
This page reflects the agreed project scope and intended outcomes. It does not report final results; results will be added following completion and client approval.
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