Three Websites, One Booking and Consultation Engine
Three websites, a MySQL database and a separate LMS, turned into one booking-to-invoice flow.
Leads, bookings, payments and reports from three websites running through one Zoho system
Lunar Astro Vedic Academy
India
Zoho One implementation with website and database integration
Phased delivery across CRM, bookings, payments and analytics
Client overview
Lunar Astro Vedic Academy runs an online astrology and consultation platform across multiple websites, where customers book consultations with astrologers, pay, and receive post-session reports and recommendations, alongside a course business.
Business challenges
Consultations were being booked across three websites, but the business behind them was held together manually.
- Customer and lead data managed by hand and in MySQL through PHP Admin
- Course activity running separately in Tutor LMS, disconnected from the customer record
- Leads arriving from three websites and several ad channels with no source tracking
- Appointments, payments and invoicing handled outside any single system
- No reporting on consultant performance or channel return
What they needed
- One ecosystem replacing the manual and fragmented processes
- Automated lead capture from all three websites, straight into CRM
- Appointments, payments and invoicing managed in the same platform
- Reporting and analytics dashboards for performance tracking
- Role-based access separating admins, consultants and staff
Our solution
Kelevo built a centralised, automated system on the Zoho One suite, connecting the websites and the existing database to the CRM so a booking becomes a record without anyone re-keying it.
- Lead capture — leads pulled from all three websites, with form data auto-imported from MySQL into Zoho CRM through APIs, and source tracked across website, Facebook, Google and Instagram
- Qualification and assignment — leads routed automatically by department, whether consultation, course or astrology, with workflow alerts to the assigned user
- Lead to deal conversion — qualified leads converted into contacts, accounts and deals with individual and company relationships mapped
- Zoho Bookings and Meeting — appointment scheduling tied to the CRM record, with calls, meetings, follow-ups and reminders logged against it
- Zoho Books — payments and invoicing driven from the booking rather than reconciled afterwards
- Zoho SalesIQ — a chatbot on the websites capturing enquiries into the same pipeline
- Role-based access — separate scopes for admins, consultants and staff
Key features delivered
- API lead import Website form data lands in CRM from MySQL automatically.
- Source tracking Every lead attributed to the site and channel it came from.
- Department routing Consultation, course and astrology leads assigned by rule.
- Booking to invoice Appointments generate the payment record.
- Chatbot capture SalesIQ enquiries enter the same pipeline.
- Scoped access Admins, consultants and staff each see only their own.
Business impact
3
Websites feeding one CRM
API
MySQL to Zoho lead capture
3
Role types with scoped access
Auto
Booking to invoice flow
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