Multi-Location Zoho Rollout for Meridian Health Distribution
A medical equipment distributor with branches in three cities and an overseas subsidiary consolidated onto a single Zoho estate.
3 branches and a subsidiary on one Zoho estate
Meridian Health Distribution (sample)
Mumbai, India
Multi-entity Zoho Finance & CRM rollout
12–14 weeks, four phases
Client overview
Meridian Health Distribution supplies diagnostic and surgical equipment to hospitals and clinics, operating from a head office in Mumbai with branches in Delhi and Bangalore and a subsidiary in Singapore.
Business challenges
Each location had grown its own way of working, and none of them could see the others.
- Separate accounting per branch, consolidated by hand each month
- No shared stock visibility, so transfers were arranged over phone
- Enquiries tracked in individual inboxes and spreadsheets
- Month-end close taking most of a working week
What they needed
- One consolidated set of books across all entities
- Live stock visibility across every warehouse
- A shared CRM pipeline with branch-level ownership
- Faster, auditable month-end close
Our solution
Kelevo consolidated the estate onto Zoho Books with multi-branch accounting, Zoho Inventory for shared stock across warehouses with transfer workflows, and Zoho CRM for a single enquiry-to-order pipeline with branch-level record ownership and role-based visibility.
Key features delivered
- Multi-branch accountingOne chart of accounts across entities, with branch-level reporting and consolidated statements.
- Shared stock visibilityLive inventory across all warehouses with governed transfer requests.
- Branch-owned CRM pipelineA single pipeline where each branch sees and owns its own accounts.
- Automated month-end packScheduled reports replacing the manual consolidation spreadsheet.
Business impact
4
entities on one platform
60%
faster month-end close
1
shared view of stock
We can finally answer a stock question without three phone calls. Month-end went from a week to two days.
Sample Name
Finance Director, Meridian Health
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