Case Studies
Zoho transformations, documented end to end
Every engagement here started with something that wasn’t working — disconnected systems, manual processes, no visibility. Each story sets out what we replaced, how, and what changed as a result.
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Case Study
Branch purchase requests and machinery breakdowns handled informally, with no approval trail
Two Zoho Creator applications for procurement and maintenance, integrated with Zoho Books
Two custom Creator applications governing procurement and machinery maintenance across every branch
Case Study
Shop mapping, budgets, quotations and pipeline all living in separate spreadsheets
Zoho CRM with seven custom modules for machine mapping, budgeting and retention, plus Zoho Inventory
714 customers and 310 products moved off spreadsheets into one CRM built around machine-level selling
Case Study
Zoho Books · Zoho Creator · Zoho CRM · Zoho Expense · Zoho One · Zoho Payroll · Zoho People · Zoho Projects · Zoho Recruit · Zoho Sign
Recruitment, HR, payroll, finance and project delivery each running on their own manual process
Zoho One across Recruit, People, Payroll, CRM, Books, Projects, Expense and Sign, plus a Creator asset app
Hiring, HR, payroll, finance, projects and IT assets running on one governed platform
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Fragmented spreadsheets and disconnected systems across sales, marketing, finance and HR
A Zoho One ecosystem spanning CRM, Campaigns, Social, Books, Inventory, People and Payroll
Sales, marketing, finance, inventory and HR running as one Zoho One ecosystem
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Fragmented department requisitions, no system-driven budget control and no audit trail
Zoho Creator, Inventory and Books built around a governed procurement model
Purchase requisition to payment digitised end to end, with budget control enforced before spend, not after
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An in-house CRM, three divisions sharing data they should not, and an ERP that never synced
Zoho CRM with division-level governance and two-way Dynamics 365 integration
An in-house CRM replaced across three divisions, with two-way ERP sync and one customer master
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Assembly progress, material consumption and service claims tracked manually across departments
Zoho CRM, Desk, Books, Inventory and Analytics as one connected estate
The whole scooter assembly lifecycle on one platform, from lead to warranty claim
Case Study
Shopify, Ozonetel, two WhatsApp numbers and third-party tools, none of them joined up
Zoho CRM Plus with Desk, Social and marketing automation on one profile
Pre-purchase acquisition and post-purchase service unified on one 360 degree customer record
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Device sourcing, pricing and approvals tracked outside any single system
Zoho CRM Professional built around the procurement and disposal pipeline
Every device deal tracked from first enquiry through pricing and negotiation to recorded approval
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Sales, marketing, procurement, projects and finance each running in isolation
Zoho CRM, Campaigns, Inventory, Projects and Books configured as one estate
Five Zoho applications joined into one ecosystem, from lead capture through stock to the ledger
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Three websites feeding a MySQL database and a separate LMS, all reconciled by hand
Zoho CRM, Bookings and Books wired to the websites through APIs
Leads, bookings, payments and reports from three websites running through one Zoho system
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Manual spreadsheets and fragmented systems across two countries
An integrated Zoho platform for inspections, support, HR and compliance
Inspections, tickets, HR and compliance on one auditable platform shared by UK and India teams
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Sales, inventory, finance, HR and support each running their own process
Zoho One covering CRM, marketing, inventory, expense, people and payroll
Six business functions moved onto a single Zoho One platform, from lead capture to payroll
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Sales, marketing and finance operating separately with no shared customer view
Zoho CRM, Campaigns and Books implemented as one integrated ecosystem
Sales, marketing and finance running on one connected Zoho platform, with a 360 degree view of every client
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Dealership accounting running on Tally, with no live view of cash or collections
Zoho Books as the central ledger, with a validated Tally migration
Accounting moved off Tally onto one GST-compliant cloud ledger, with history migrated and reconciled
Case Study
Seven years of accounting and stock history locked in Microsoft Dynamics
Zoho Books and Inventory with a year-by-year reconciled migration
Seven financial years of Microsoft Dynamics data migrated and reconciled, year by year, into one Zoho ledger
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Customer support run out of a shared inbox while orders arrived from three separate channels
Zoho Desk with Shopify, Amazon, Flipkart and Shiprocket connected end to end
Support, storefront, marketplaces and books running as one connected estate
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Steel enquiries carrying grade, tonnage and supply condition that a generic CRM could not hold
Zoho CRM built around steel fields, plus a GPS visit management system
A steel-specific quote pipeline and GPS-verified field visits, reported on across 29 standard reports
Case Study
Multi-location edible oil and AdBlue production with no batch traceability or unified books
Zoho Books and Inventory with a custom Creator production and QC flow
Every batch traceable from blending to finished goods, across five GSTINs and four warehouses
Case Study
Sales data split between SAP, a pump-selection tool and spreadsheets
Zoho CRM Enterprise with bi-directional SAP HANA sync and Oracle integration
A single enquiry-led pipeline for 60 users, with SAP HANA and the pump-selection engine feeding it directly
Case Study
A siloed CRM, a separate pricing tool and MS Business Central that never spoke to each other
Zoho CRM and Creator with a dealer portal, ERP and price-configurator integrations
Order processing roughly 50% faster across a fully structured lead-to-order journey