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Industries

Built for how you sell.

Every industry loses leads and time in its own way. Here's what we typically build for yours.

D2C & e-commerce

Your ads report one number, Shopify another, and WhatsApp a third.

What it costs you

  • Platform numbers miss real sales, so good campaigns look bad and budget goes to the wrong ones
  • Cash-on-delivery orders get shipped, refused and returned
  • Abandoned carts are never followed up
  • Order-status questions eat the support team's day

What we typically build

  • Shopify store connected to Zoho or Salesforce
  • WhatsApp AI for order questions and abandoned carts
  • Ads judged on real revenue, not platform numbers

Today: scattered, and things fall through the gaps

  1. Meta Ads Manager
  2. Shopify admin
  3. WhatsApp inbox
  4. A spreadsheet to reconcile

With us: every step captured in one 360° record

  1. 1
    AdsAd clickCampaignadUTM
  2. 2
    ShopifyOrder placedItemsaddresspayment mode
  3. 3
    CRMCustomer recordSourcelifetime valuetags
  4. 4
    AI agentWhatsApp confirmationCOD confirmedstatus sent
  5. 5
    InventoryStock and dispatchStock levelcouriertracking
  6. 6
    InvoiceGST invoice and paymentInvoicesettlementrefund
  7. 7
    SupportReturns and supportTicketreasonresolution
  8. 8
    ReportsRevenue sent to adsTrue ROASrepeat rate

The result. One record per customer, fewer returns and ad budgets that follow real sales.

Which CRM. Zoho suits most D2C brands. Salesforce fits large catalogues and multi-brand groups.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

Real estate

Most developers don't have a lead problem. They have a response problem.

What it costs you

  • Portal, Meta and Google leads land in different places and get a call hours later
  • Walk-in details end up in a register and nobody follows up
  • Old enquiries are never revisited, though some buy months later
  • No one can say which campaign produced a site visit, let alone a booking

What we typically build

  • Meta, Google and portal leads captured into one CRM
  • AI agent that replies and books site visits
  • Ad spend tied to site visits and bookings, not just leads

Today: scattered, and things fall through the gaps

  1. Portal leads in email
  2. Meta leads in a sheet
  3. Walk-ins in a register
  4. Calls when someone remembers

With us: every step captured in one 360° record

  1. 1
    Meta, Google, portalLead arrivesCampaignphoneproject
  2. 2
    AI agentInstant replyBudgetlocationtimeline
  3. 3
    CRMQualified leadScoreassigned agentsource
  4. 4
    Your teamSite visitSlotfeedbackinterest level
  5. 5
    InventoryUnit shortlistedTowerunitpriceavailability
  6. 6
    QuoteCost sheet and bookingOffertoken amountdiscount approval
  7. 7
    InvoicePayment milestonesDemand lettersreceiptsdues
  8. 8
    ReportsDeals sent back to adsCampaign to bookingagent results

The result. Every lead answered fast, and ad budgets move to the campaigns that bring site visits and bookings.

Which CRM. Zoho suits brokers and mid-size agencies. Salesforce fits large developers with many projects.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

Education

Every unanswered enquiry is a seat that another institute fills.

What it costs you

  • Enquiries from Google, Meta and WhatsApp sit in separate places
  • Counsellors follow up whoever called last, so high-intent leads go cold
  • Nobody can tell which leads are warm, stale or from which campaign
  • Parents keep chasing for course and fee details

What we typically build

  • Admissions pipeline from enquiry to enrolment
  • AI agent for course and fee questions
  • Fee reminders and parent updates on WhatsApp

Today: scattered, and things fall through the gaps

  1. Enquiries in WhatsApp chats
  2. Notes in a counsellor's sheet
  3. Fees in the accounts file
  4. Follow-up when someone remembers

With us: every step captured in one 360° record

  1. 1
    Ads, web, callEnquiryCoursecampaigncontact
  2. 2
    AI agentInstant answersCoursefeetiming questions
  3. 3
    CRMCounsellor assignedNotesstagenext step
  4. 4
    CRMApplicationDocumentsstatusdeadlines
  5. 5
    InventorySeat and batchSeats leftbatchintake
  6. 6
    InvoiceFee invoiceInstalmentsconcessionsGST if due
  7. 7
    AI agentFee remindersPaiddueparent updates
  8. 8
    ReportsCampaign to enrolmentCost per enrolmentcounsellor results

The result. A clear admissions pipeline, with no enquiry left waiting and every campaign tied to enrolments.

Which CRM. Zoho suits schools, coaching centres and most institutes. Salesforce fits universities and large groups.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

Healthcare & clinics

An empty appointment slot is revenue you cannot get back.

What it costs you

  • Patients forget, and nobody reminds them
  • Cancelled slots are not refilled
  • Follow-ups depend on the front desk's memory
  • Happy patients are never asked for a review

What we typically build

  • Appointment booking and reminders
  • Patient follow-up journeys
  • Reviews and local SEO for each location

Today: scattered, and things fall through the gaps

  1. Booking by phone only
  2. A paper diary
  3. No reminders
  4. Follow-up by memory

With us: every step captured in one 360° record

  1. 1
    Search, ad, referralPatient finds youSourcecontactneed
  2. 2
    AI agentBooks the visitDoctorslotlocation
  3. 3
    AI agentRemindersConfirmedrescheduledcancelled
  4. 4
    CRMVisit recordVisittreatment plannext date
  5. 5
    InventoryMedicines and consumablesStock usedreorder level
  6. 6
    InvoiceBill and paymentInvoicereceiptdues
  7. 7
    CRMFollow-up journeyCheck-insrepeat visitsreview
  8. 8
    ReportsClinic dashboardVisitsno-showsrevenue per location

The result. Fuller diaries, patients who come back and better local reviews. The AI handles booking and reminders, never medical advice.

Which CRM. Zoho suits most clinics and small hospital groups. Salesforce fits large multi-location networks.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

Manufacturing & distribution

Dealers wait on your quotes while you wait on their payments.

What it costs you

  • Quotes are built by hand in Excel, so replies take days
  • Price approvals are chased over calls and WhatsApp
  • No single view of dealer orders, stock and dues
  • Management reports are put together by hand every month

What we typically build

  • Dealer and distributor management
  • Quote-to-order with approvals
  • Dashboards for sales, stock and collections

Today: scattered, and things fall through the gaps

  1. Dealer calls
  2. An Excel quote
  3. Approval by phone
  4. Orders in a register
  5. Month-end report by hand

With us: every step captured in one 360° record

  1. 1
    Call, email, portalDealer enquiryProductquantityregion
  2. 2
    CRMDealer recordTermshistorycredit limit
  3. 3
    QuoteQuote from price listItemsdiscountvalidity
  4. 4
    Your teamApprovalWho approved whatwhen
  5. 5
    InventoryStock reservedStock checkreservationbackorder
  6. 6
    InvoiceDispatch and GST invoiceInvoicetransporterdelivery proof
  7. 7
    PaymentsCollectionsDuesageingreminders
  8. 8
    ReportsOwner dashboardOrdersstockcollections by dealer

The result. Quotes that go out quickly, approvals with a trail and dashboards the owner can trust.

Which CRM. Zoho suits most manufacturers and distributors. Salesforce fits large dealer networks and complex pricing.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

Financial services

Slow onboarding loses the client before the first sale.

What it costs you

  • Documents are collected over email and WhatsApp, and chased one by one
  • No clear record of who is waiting on what
  • Renewals are tracked in spreadsheets, so some lapse unnoticed
  • Reporting takes manual effort every cycle

What we typically build

  • Client onboarding with document collection
  • Advisor pipelines and renewals
  • Secure portals for clients

Today: scattered, and things fall through the gaps

  1. Documents by email
  2. A checklist in a sheet
  3. Renewals by memory
  4. Clients ask for status by phone

With us: every step captured in one 360° record

  1. 1
    Web, partner, callLead or referralSourceneedcontact
  2. 2
    CRMOnboarding formDocumentsconsentstatus
  3. 3
    Your teamCompliance checkChecks doneby whomwhen
  4. 4
    CRMAdvisor pipelineProposalstagenext action
  5. 5
    E-signAgreement signedSigned copydateaudit trail
  6. 6
    InvoiceFees and commissionsFee invoicecommissionpayout
  7. 7
    AI agentRenewal remindersDue datereminder sentreply
  8. 8
    ReportsBook of businessBy advisorproductrenewal month

The result. Faster onboarding, a full trail of every step and renewals that do not slip.

Which CRM. Salesforce is common for regulated, larger firms. Zoho suits small advisories and distributors.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

Agencies & professional services

You did the work. Did you bill for all of it?

What it costs you

  • Proposals sit in email, projects in a task tool, time in timesheets and invoices in accounts, and nobody joins them
  • Hours get logged but never invoiced
  • Clients keep asking for status because they cannot see it
  • Winning a proposal still means setting the project up by hand

What we typically build

  • Proposal-to-project automation
  • Client portals and approvals
  • Billing tied to projects and time

Today: scattered, and things fall through the gaps

  1. Proposal in email
  2. Project in a task tool
  3. Hours in timesheets
  4. Invoice typed by hand

With us: every step captured in one 360° record

  1. 1
    Referral, inboundLeadSourceneedbudget
  2. 2
    CRMProposal sentScopepriceversion
  3. 3
    E-signContract signedTermsdateaudit trail
  4. 4
    ProjectsProject createdTasksownerdeadline
  5. 5
    Your teamTime trackedHours by taskby person
  6. 6
    InvoiceInvoice from timeHoursratemilestoneGST
  7. 7
    PaymentsCollectionsPaidoverduereminders
  8. 8
    ReportsProfit per clientHoursbilledmargin

The result. Work gets billed in full, and every client sees where their project stands.

Which CRM. Zoho suits most agencies, since CRM, projects and invoicing connect easily. Salesforce fits large consultancies.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

Travel & hospitality

The agent who replies first usually gets the booking.

What it costs you

  • Enquiries arrive on the web, WhatsApp, calls and social, and nobody owns them
  • Quotes are built by hand, so the traveller books elsewhere while you type
  • Follow-up after the quote is inconsistent
  • Past guests never hear from you again

What we typically build

  • Enquiry capture from web, WhatsApp and calls
  • AI agent that answers and sends quick quotes
  • Follow-ups, upsells and review requests

Today: scattered, and things fall through the gaps

  1. Enquiry on WhatsApp
  2. A call from a portal
  3. Quote typed in a document
  4. Follow-up if remembered

With us: every step captured in one 360° record

  1. 1
    Ads, web, WhatsAppEnquirySourcedestinationdates
  2. 2
    AI agentCollects the briefGroup sizebudgetpreferences
  3. 3
    QuoteQuote sent fastItinerarypricevalidity
  4. 4
    InventorySeats and roomsSupplieravailabilitycost
  5. 5
    Your teamBooking confirmedTravellersdocumentsvouchers
  6. 6
    InvoiceInvoice and instalmentsInvoicereceiptsbalance due
  7. 7
    AI agentPre-trip messagesRemindersupsellsreplies
  8. 8
    ReportsReview and repeatReviewrepeat bookingmargin

The result. The first reply wins the booking, and past guests get invited back.

Which CRM. Zoho suits most travel agencies and boutique hotels. Salesforce fits large chains and tour operators.

Built on Zoho (CRM, Inventory, Books, Desk, Analytics) or Salesforce (Sales, Service and Revenue Cloud). Inventory and invoicing can also stay in your own accounting or ERP, such as Tally, connected to the CRM.

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