Platform Consolidation for Cobalt Systems
A fast-growing software firm replaced nine separate SaaS subscriptions with a single Zoho One estate spanning sales through support.
9 tools replaced by one Zoho One estate
Cobalt Systems (sample)
Hyderabad, India
Zoho One platform consolidation
10–12 weeks, four phases
Client overview
Cobalt Systems builds custom software for mid-market clients, running a sales team, several delivery squads and a support function from one office in Hyderabad.
Business challenges
Each team had picked its own tool, and none of them talked to each other.
- Nine separate subscriptions across sales, delivery, finance and support
- Customer data re-entered at every handover
- Project profitability impossible to see until after invoicing
- Support tickets disconnected from the account record
What they needed
- One customer record visible from sales through to support
- Project and resource tracking linked to commercials
- Invoicing driven from delivered work, not spreadsheets
- Consolidated licensing cost
Our solution
Kelevo consolidated the estate onto Zoho One. CRM holds the single customer record; Zoho Projects tracks delivery with timesheets feeding billing; Zoho Books handles invoicing and revenue; Zoho Desk sits on the same customer record for support.
Key features delivered
- One customer recordA single account object referenced by sales, delivery, finance and support.
- Timesheet-driven billingProject time flows into invoices, removing the reconciliation spreadsheet.
- Live project marginCost and revenue per project visible during delivery, not after.
- Connected supportTickets attached to the same account, visible to the account owner.
Business impact
9
tools replaced by one platform
1
shared customer record
30%
lower software spend
We were paying for nine things that did not speak to each other. Now there is one record and one bill.
Sample Name
Co-founder, Cobalt Systems
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