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- Turnkey interior design and manufacturing company (name withheld)
Kerala turnkey interiors company tracks leads, deals and payments in Zoho CRM
A multi-branch turnkey interiors company uses Zoho CRM, with no external apps, for lead assignment, branch-wise deals and staged payment tracking.
The company offers consultation, custom design and in-house manufacturing of modular kitchens, wardrobes and more, through several branches.
The problem
Leads in different places
Follow-ups were tracked by hand.
Informal deal tracking
Stage, proposal status and ownership were unclear, and branch performance was hard to see.
Payments hard to reconcile
Advances and part payments needed manual sums.
What we built
Zoho CRM
- Lead capture with duplicate checks
- Round-robin and branch-based assignment
- Deal stages from discussion to closure, with proposals shared from the deal
- A Payment Collection module that recalculates the balance due
- Branch and territory reports
Before and after
| Area | Before | After |
|---|---|---|
| Lead capture | Different places | One CRM |
| Assignment | Manual | Round-robin and branch rules |
| Deal stages | Informal | Defined, with ownership |
| Payments | Manual sums | Automatic balance |
How the project ran
- Assessment: enquiries, ownership, deals and payments studied
- Design: lead rules, deal stages and payment module
- Configuration: modules built and payment logic validated
- Training: sales teams trained on new workflows
- Go-live: phased, with no external dependencies
Results
All leads are tracked in one system, assignment is automatic, and the company has accurate payment balances for every deal.
Questions about this project
Can Zoho CRM assign leads to branches?
Yes. Round-robin and branch rules assign each new lead.
Were extra integrations needed?
No. The project used Zoho CRM on its own.
Have a similar business challenge?
If your business has outgrown spreadsheets or legacy software, talk to us about a phased move to Zoho.