Qatar interior design firm brings leads, site visits and deals into Zoho CRM

The company offers interior design and fit-out for homes and businesses. Enquiries come from several digital channels, and engineers visit sites to take measurements.

The problem

Leads across four channels

Email, WhatsApp, Meta Ads and TikTok Ads each had their own inbox, and repeat enquiries created duplicates.

Site data did not reach sales

Measurements and site conditions were re-typed by hand before a quote could be prepared.

Design and fit-out mixed

The two services follow different steps but were tracked the same way.

What we built

Zoho CRM

Lead capture from all four channels, with the source recorded
Duplicate checks on mobile and email, with repeat enquiries linked to the original record
Design Deal and Project Deal pipelines, with one-click conversion
Engineer and Payment Follow-Up modules

Zoho Forms

A mobile site visit form that saves data to the deal and moves its stage

Before and after

Area	Before	After
Lead capture	Four separate inboxes	One CRM
Repeat enquiries	Duplicate records	Linked to the existing record
Site visit data	Re-typed by sales	Filled from the form
Design to fit-out	New record by hand	One-click conversion
Advance payments	Outside the CRM	Recorded on the deal

How the project ran

Requirement study: lead sources, sales steps and site visit process mapped
Development: CRM modules built and channels connected
Testing and UAT: client team confirmed changes in writing
Training: role-based online sessions, recorded
Hypercare: two weeks after go-live

Results

The firm runs its sales process in Zoho CRM, from first enquiry to advance payment. Managers can see design and fit-out pipelines separately at any time.

Questions about this project

Can Zoho CRM capture TikTok and Meta Ads leads?

Yes. In this project the Lead Chain extension brings them in with the ad source recorded.

How long did it take?

The project was planned for about one month, plus two weeks of hypercare.