Six Zoho Apps, One Operating Platform for a Healthcare Group
Spreadsheets and disconnected tools across sales, marketing, finance, stock and HR, replaced by one Zoho One ecosystem where a customer, an invoice and a payslip all draw on the same data.
Sales, marketing, finance, inventory and HR running as one Zoho One ecosystem
Novomed Incorporation Pvt. Ltd.
India
Zoho One implementation across CRM, marketing, finance, inventory and HR, with cross-application integration
Phased rollout with data migration and role-based training
Client overview
Novomed is a diversified healthcare and service organisation offering consulting, implementation and managed support across multiple service lines. Growth had outpaced the systems underneath it, and the business needed one digital ecosystem rather than a set of departmental tools.
Business challenges
Novomed was running its commercial, financial and people processes on spreadsheets and disconnected applications.
- No single view of a customer across sales, delivery and support
- Three service pipelines — consulting, implementation and support — tracked outside any system
- Proposals managed manually, with no version control and no approval trail
- Marketing and social activity disconnected from the sales pipeline, so campaign spend could not be tied to revenue
- Finance, inventory and payroll each held in their own silo, reconciled by hand
What they needed
- One platform carrying sales, marketing, finance, inventory, HR and payroll
- Multiple sales pipelines with proposal version control and approval workflows
- Marketing and social channels tied back to CRM records
- Accounting, stock and payroll working from the same masters as sales
- Management dashboards built on live data rather than assembled monthly
- A structure that would extend to additional branches and regions without rework
Our solution
Kelevo designed and deployed a Zoho One ecosystem of six core applications, each configured around Novomed’s operating structure and joined by data synchronisation rather than manual handoff.
- Zoho CRM — multi-pipeline sales for consulting, implementation and support, with custom Proposal Tracker, Service Delivery Tracker and Contract & Renewal modules, blueprint-driven approvals, automated lead assignment and integrated email, telephony and WhatsApp
- Zoho Campaigns — a domain-authenticated account (SPF, DKIM, DMARC) with drip and trigger workflows, CRM contact sync, consent management and open, click and bounce reporting
- Zoho Social — Facebook, Instagram, LinkedIn and X managed from one content calendar, with approval workflows, a unified inbox and social leads flowing into CRM
- Zoho Books — chart of accounts, quote-to-invoice and purchase-to-bill cycles, expense and project costing, banking reconciliation and GST configuration, with opening balances and open invoices migrated
- Zoho Inventory — multi-warehouse stock with HSN/SAC item masters, batch and serial tracking, reorder levels, landed cost and sales orders raised straight from CRM deals
- Zoho People and Zoho Payroll — employee master, leave, attendance and shift management, onboarding and exit workflows, a self-service portal, and payroll with PF, ESI, PT and TDS compliance driven by People attendance data
Key features delivered
- Three pipelines, one CRM Consulting, implementation and support each run their own stages inside a single system.
- Version-controlled proposals A dedicated tracker with approval workflow replaces documents circulated by email.
- Marketing tied to revenue Campaigns and Social both write back to CRM, so spend connects to pipeline.
- Deal to invoice without re-entry CRM deals raise sales orders and invoices in Books directly.
- Attendance-driven payroll People feeds Payroll, so salary runs and statutory filings work from live attendance.
- Live management dashboards Sales, finance, HR and marketing reporting from one data set.
Business impact
6
Zoho applications deployed
6
Cross-application integrations
3
Service pipelines in one CRM
4
Social channels centralised
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