Kerala stock brokerage centralises leads and consultations in Zoho CRM

The firm offers online trading, mutual funds and multi-asset tracking, mainly to individuals and families. It already had Zoho CRM, but the setup did not match how the team worked.

The problem

Leads spread across channels

There was no single list, so some enquiries were never followed up.

Consultations not tracked

Sessions before insurance or mutual fund purchases were not scheduled or recorded centrally.

Manual hand-offs

Tasks were assigned by hand and multi-team purchases waited on documents.

What we built

Zoho CRM

Rebuilt layouts, pipeline and automations
Automatic follow-up tasks when a client does not respond
A custom consultation module that starts the purchase process
Dashboards for lead stages and team activity

Zoho Social and Zoho Forms

Social media leads and sign-ups sent straight into the CRM

Before and after

Area	Before	After
Lead capture	Spread across channels	One CRM
Follow-ups	Inconsistent	Automatic tasks
Consultations	Not recorded	Custom module
Purchases	Manual hand-offs	Automatic deal creation

How the project ran

Requirement study: lead, consultation and purchase flows mapped
Redesign: CRM rebuilt and consultation module added
Integrations: Zoho Social and Zoho Forms connected
Testing and training: with sales and support staff
Go-live: with support while users settled in

Results

The firm manages leads, consultations and sales in one Zoho CRM. Managers use dashboards to see lead stages and team performance.

Questions about this project

Can Zoho CRM manage consultations before a sale?

Yes. A custom module schedules each session and starts the purchase process when the client is ready.

Was a new CRM needed?

No. The firm's existing Zoho CRM was reworked around its real process.