Device Sourcing, Pricing and Approvals Tracked End to End at Cashify
Device sourcing, pricing and negotiation tracked on the record instead of in a chat thread.
Every device deal tracked from first enquiry through pricing and negotiation to recorded approval
Cashify (Manak Waste Management Pvt Ltd)
Gurgaon, India
Zoho CRM implementation for device procurement and disposal
Professional edition build, scalable to Enterprise
Client overview
Cashify is a reCommerce company headquartered in Gurgaon, founded in 2009. It runs an online marketplace where users sell used electronics — phones, tablets, smartwatches, laptops and games consoles — to professional buyers, and also deals in refurbished devices.
Business challenges
Buying and reselling used devices at scale is a negotiation business, and the negotiation was happening outside any system that could remember it.
- Device sourcing, pricing, negotiation and approval workflows tracked informally
- No end-to-end view of an opportunity from enquiry to closed deal
- Device specifications and configuration lists held separately from the deal
- Pricing inputs from internal teams arriving by message rather than against the record
- Follow-ups after a negotiation dependent on someone remembering
What they needed
- One CRM managing the procurement and disposal of devices end to end
- A simple, effective tracker for pricing, negotiation and approvals
- Device details and configuration maintained against the opportunity
- Automatic follow-up reminders after negotiation
- A build that can scale to Enterprise edition later without rework
Our solution
Kelevo implemented Zoho CRM Professional around the way devices are actually sourced and sold, keeping the build inside the edition limits so it stays upgradeable.
- Leads and deals — opportunities captured and managed by the CxO and IT users, with follow-ups tracked and customer configuration details collected against the deal
- Configuration management — device details, specifications and configuration lists maintained on the record rather than in a separate sheet
- Pricing and negotiation tracking — pricing inputs from internal teams captured, negotiation progress followed, and final approval status recorded
- Deal stages and pipeline — a defined pipeline so status is visible without asking
- Reminders and notifications — automated follow-ups, such as one week after a negotiation
- Dashboards and reports — up to ten dashboards within Professional edition, with basic workflow automation
Key features delivered
- Opportunity tracking Enquiry to closed deal on one record.
- Device configuration list Specifications held against the opportunity.
- Negotiation trail Pricing inputs and approvals recorded as they happen.
- Timed follow-ups Reminders fire automatically after negotiation.
- Pipeline dashboards Stage and status visible to management.
- Upgrade path Built to move to Enterprise without rework.
Business impact
1
Pipeline for sourcing and disposal
10
Dashboards on Professional edition
2009
Founded, reCommerce marketplace
Ready
To scale to Enterprise edition
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