Overview
Ceakay Interiors is a turnkey interior design and manufacturing company that manages complex sales and project lifecycles. As enquiry volumes increased and sales operations expanded across branches, the organisation needed a reliable digital platform to manage leads, control deal movement, and track payments accurately.
OHO Solutions implemented Zoho CRM as a centralised system to standardise Ceakay Interiors’ sales processes. The solution introduced structured lead capture, automated assignment, branch-wise ownership, controlled deal tracking, and accurate payment monitoring. This implementation helped the client move away from manual tracking and operate on a governed, scalable, and transparent CRM platform.
Ceakay Interiors is a turnkey interior design and manufacturing company that manages complex sales and project lifecycles. As enquiry volumes increased and sales operations expanded across branches, the organisation needed a reliable digital platform to manage leads, control deal movement, and track payments accurately.
OHO Solutions implemented Zoho CRM as a centralised system to standardise Ceakay Interiors’ sales processes. The solution introduced structured lead capture, automated assignment, branch-wise ownership, controlled deal tracking, and accurate payment monitoring. This implementation helped the client move away from manual tracking and operate on a governed, scalable, and transparent CRM platform.
Executive Summary
Ceakay Interiors is headquartered in Kottayam, Kerala, and specialises in providing complete interior solutions for residential and commercial spaces. The company offers consultation, custom design, and in-house manufacturing of modular kitchens, wardrobes, and other space-specific interior products. Projects are delivered as turnkey engagements, covering the full journey from customer enquiry to final execution.
Sales enquiries are generated from multiple sources, including digital campaigns, website submissions, walk-ins, and direct calls. Each enquiry goes through a detailed sales process involving requirement discussions, proposal sharing, negotiations, and staged payments. Most deals involve advance payments followed by multiple balance collections.
As the business grew, Ceakay Interiors required a structured system to manage increasing data volumes, ensure branch-level clarity, and maintain accurate financial visibility. OHO Solutions partnered with Ceakay to design and deploy Zoho CRM as a single platform to manage customer data, sales workflows, and payment tracking.
Ceakay Interiors is headquartered in Kottayam, Kerala, and specialises in providing complete interior solutions for residential and commercial spaces. The company offers consultation, custom design, and in-house manufacturing of modular kitchens, wardrobes, and other space-specific interior products. Projects are delivered as turnkey engagements, covering the full journey from customer enquiry to final execution.
Sales enquiries are generated from multiple sources, including digital campaigns, website submissions, walk-ins, and direct calls. Each enquiry goes through a detailed sales process involving requirement discussions, proposal sharing, negotiations, and staged payments. Most deals involve advance payments followed by multiple balance collections.
As the business grew, Ceakay Interiors required a structured system to manage increasing data volumes, ensure branch-level clarity, and maintain accurate financial visibility. OHO Solutions partnered with Ceakay to design and deploy Zoho CRM as a single platform to manage customer data, sales workflows, and payment tracking.
Problem Statement and Key Challenges
Before implementing Zoho CRM, Ceakay Interiors relied on manual methods and disconnected tools to manage sales operations. This created gaps in visibility, data consistency, and control.
Leads were captured from different sources but were not stored in a single system. Sales teams had to manually track follow-ups, increasing the risk of missed opportunities. There was no standard qualification process, which made it difficult to assess lead quality and pipeline status.
Deal tracking was handled informally, with limited clarity on deal stage, proposal status, or ownership. Management did not have real-time visibility into active deals or branch-wise performance.
Payment tracking was another critical challenge. Deals often included advance payments and multiple partial collections. Without a structured mechanism, tracking collected and outstanding amounts required manual calculations and reconciliation, increasing administrative effort and error risk.
These challenges affected operational efficiency and made it difficult for leadership to make timely, data-driven decisions.
Before implementing Zoho CRM, Ceakay Interiors relied on manual methods and disconnected tools to manage sales operations. This created gaps in visibility, data consistency, and control.
Leads were captured from different sources but were not stored in a single system. Sales teams had to manually track follow-ups, increasing the risk of missed opportunities. There was no standard qualification process, which made it difficult to assess lead quality and pipeline status.
Deal tracking was handled informally, with limited clarity on deal stage, proposal status, or ownership. Management did not have real-time visibility into active deals or branch-wise performance.
Payment tracking was another critical challenge. Deals often included advance payments and multiple partial collections. Without a structured mechanism, tracking collected and outstanding amounts required manual calculations and reconciliation, increasing administrative effort and error risk.
These challenges affected operational efficiency and made it difficult for leadership to make timely, data-driven decisions.
Evaluation of the Problem
OHO Solutions conducted a detailed assessment of Ceakay Interiors’ sales lifecycle and operational structure. The evaluation focused on how enquiries were generated, how sales ownership was assigned, how deals progressed, and how payments were recorded.
The assessment revealed the need for a central CRM system that could enforce process discipline while remaining flexible for custom sales scenarios. Branch-wise segregation and controlled data access were also identified as key requirements.
Based on these findings, OHO Solutions recommended Zoho CRM due to its strong automation capabilities, support for custom modules, and ability to handle complex sales and payment workflows without external system dependencies.
OHO Solutions conducted a detailed assessment of Ceakay Interiors’ sales lifecycle and operational structure. The evaluation focused on how enquiries were generated, how sales ownership was assigned, how deals progressed, and how payments were recorded.
The assessment revealed the need for a central CRM system that could enforce process discipline while remaining flexible for custom sales scenarios. Branch-wise segregation and controlled data access were also identified as key requirements.
Based on these findings, OHO Solutions recommended Zoho CRM due to its strong automation capabilities, support for custom modules, and ability to handle complex sales and payment workflows without external system dependencies.
Proposed Solution
OHO Solutions designed a customised Zoho CRM solution aligned with Ceakay Interiors’ business processes.
Zoho CRM was configured to capture leads from digital channels and manual sources. Duplication checks were applied to maintain data accuracy. Leads were qualified through a structured pipeline and automatically assigned to sales executives using round-robin and branch-based rules.
Contact and account modules were configured to store complete customer information and interaction history. This provided sales teams with a unified view of communications, meetings, and linked deals.
Deal management was structured around defined stages, allowing teams to track progress from initial discussion to closure. Deals were automatically mapped to the correct branch, ensuring ownership clarity. Sales teams could upload proposals, attach custom documents, and share proposals directly from the CRM.
To address payment complexity, OHO Solutions implemented a custom Payment Collection module. This module allowed advance and balance payments to be recorded against each deal. Automated field logic ensured that remaining amounts were recalculated accurately after every payment entry, providing real-time visibility into outstanding dues.
Territory and branch mapping were configured within the CRM to support branchwise reporting and performance tracking.
OHO Solutions designed a customised Zoho CRM solution aligned with Ceakay Interiors’ business processes.
Zoho CRM was configured to capture leads from digital channels and manual sources. Duplication checks were applied to maintain data accuracy. Leads were qualified through a structured pipeline and automatically assigned to sales executives using round-robin and branch-based rules.
Contact and account modules were configured to store complete customer information and interaction history. This provided sales teams with a unified view of communications, meetings, and linked deals.
Deal management was structured around defined stages, allowing teams to track progress from initial discussion to closure. Deals were automatically mapped to the correct branch, ensuring ownership clarity. Sales teams could upload proposals, attach custom documents, and share proposals directly from the CRM.
To address payment complexity, OHO Solutions implemented a custom Payment Collection module. This module allowed advance and balance payments to be recorded against each deal. Automated field logic ensured that remaining amounts were recalculated accurately after every payment entry, providing real-time visibility into outstanding dues.
Territory and branch mapping were configured within the CRM to support branchwise reporting and performance tracking.
Implementation
The implementation was carried out in a phased and controlled manner to ensure accuracy and user adoption. OHO Solutions configured standard and custom modules, built automation rules, and validated workflows in collaboration with key stakeholders.
Special attention was given to payment logic, branch mapping, and deal automation to ensure that system behaviour matched real-world operations. User training sessions were conducted to familiarise sales teams with CRM workflows and best practices.
The solution was deployed without integrating external applications, ensuring system stability and ease of maintenance.
The implementation was carried out in a phased and controlled manner to ensure accuracy and user adoption. OHO Solutions configured standard and custom modules, built automation rules, and validated workflows in collaboration with key stakeholders.
Special attention was given to payment logic, branch mapping, and deal automation to ensure that system behaviour matched real-world operations. User training sessions were conducted to familiarise sales teams with CRM workflows and best practices.
The solution was deployed without integrating external applications, ensuring system stability and ease of maintenance.
Results
After implementing Zoho CRM, Ceakay Interiors achieved significant improvements in sales operations and financial visibility.
All leads are now captured and tracked in a single system, ensuring consistent follow-ups and better pipeline management. Automated assignment and branch mapping improved accountability and reduced manual coordination.
Deal progress is now clearly visible at every stage, enabling better forecasting and performance tracking. Payment tracking has become more accurate, with clear visibility into advances, partial collections, and outstanding balances at the deal level.
By working closely with OHO Solutions, Ceakay Interiors successfully transitioned to a structured and scalable CRM platform that supports operational efficiency, improves control, and is well positioned to support future business growth.
After implementing Zoho CRM, Ceakay Interiors achieved significant improvements in sales operations and financial visibility.
All leads are now captured and tracked in a single system, ensuring consistent follow-ups and better pipeline management. Automated assignment and branch mapping improved accountability and reduced manual coordination.
Deal progress is now clearly visible at every stage, enabling better forecasting and performance tracking. Payment tracking has become more accurate, with clear visibility into advances, partial collections, and outstanding balances at the deal level.
By working closely with OHO Solutions, Ceakay Interiors successfully transitioned to a structured and scalable CRM platform that supports operational efficiency, improves control, and is well positioned to support future business growth.
Conclusion
With OHO Solutions’ tailored implementation of Zoho CRM, Ceakay Interiors successfully standardised its sales workflows, deal management, and payment tracking processes. The integrated system improved visibility across branches, strengthened accountability, automated manual tasks, and ensured accurate
tracking of payments and deal progression. This transformation provides Ceakay Interiors with a scalable and well-governed digital platform that supports efficient sales operations and positions the company for sustained growth
With OHO Solutions’ tailored implementation of Zoho CRM, Ceakay Interiors successfully standardised its sales workflows, deal management, and payment tracking processes. The integrated system improved visibility across branches, strengthened accountability, automated manual tasks, and ensured accurate
tracking of payments and deal progression. This transformation provides Ceakay Interiors with a scalable and well-governed digital platform that supports efficient sales operations and positions the company for sustained growth