A 360 Degree View Across Sales, Stock and Projects at Apnewala
Sales, marketing, procurement, projects and finance configured as one estate rather than five separate tools.
Five Zoho applications joined into one ecosystem, from lead capture through stock to the ledger
Apnewala (Escho International Inc)
India
Integrated multi-application Zoho implementation
Phased delivery module by module
Client overview
Apnewala.com, operated by Escho International Inc, is an Indian e-commerce and retail business running sales, marketing, procurement, project delivery and finance across a growing operation.
Business challenges
Apnewala was growing across several functions at once, and each one had solved its own problem in its own place.
- Sales, marketing, project management, procurement, inventory and finance running as separate processes
- No single view of a customer across the sales and marketing funnel
- Manual intervention between departments at every handover
- No real-time picture of stock, procurement or goods movement
- Internal and client deliverables tracked outside any shared system
What they needed
- A 360 degree customer view spanning sales and marketing
- Automated workflows for lead management, deal closure and task execution
- Real-time stock visibility with accurate procurement and goods movement tracking
- Centralised project tracking for internal and client deliverables
- Financial accuracy through a CRM to Books link rather than manual entry
Our solution
Kelevo configured five Zoho applications as one ecosystem, each tailored to how Apnewala actually operates rather than left at default.
- Zoho CRM — centralised lead and customer management with roles, profiles and permissions defined, sales processes automated and full pipeline visibility
- Zoho Campaigns — targeted email campaigns run against CRM segments, with results returning to the customer record
- Zoho Inventory — stock, purchase cycles and goods movement tracked in real time
- Zoho Projects — internal and client deliverables managed centrally rather than in spreadsheets
- Zoho Books — financial synchronisation with CRM so revenue reflects the deals that produced it
Key features delivered
- One customer record Sales and marketing reading the same history.
- Automated deal workflow Lead management through to closure without manual handoffs.
- Real-time stock Procurement and goods movement visible as they happen.
- Project tracking Client and internal deliverables in one place.
- CRM to Books sync Financial accuracy without re-entry.
- Defined roles and permissions Access scoped by team from day one.
Business impact
5
Zoho applications integrated
360
Degree customer view
Live
Stock and procurement visibility
CRM-Books
Financial synchronisation
Related case studies
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
Looking for a similar Zoho transformation?
A 45-minute call with a Zoho architect maps your processes to the right products and gives you an indicative scope.