Case Studies That Prove Our Expertise

Vernal Industry, a discrete manufacturing company in Kerala, struggled to manage leads, contacts, and opportunities across multiple departments. Manual tracking, fragmented data, and inconsistent sales processes slowed deal closures and affected revenue visibility. Partnering with a Zoho CRM partner and certified Zoho CRM consultants, the company implemented Zoho CRM, automating lead management, pipeline tracking, and follow-ups. Integration with Zoho Books ensured seamless conversion of quotes to invoices, improving cash flow visibility. With expert Zoho consultation, customized dashboards, and automated workflows, Vernal Industry streamlined sales operations, reduced manual errors, and gained real-time insights into customer relationships. The implementation empowered teams, increased efficiency, and provided a scalable foundation for growth.

HB Fit Plus, a growing fitness and wellness brand, needed an effective way to manage a rising number of inquiries from various digital channels. Their manual lead handling process made it difficult to identify high-intent prospects, often resulting in delayed follow-ups and missed enrollment opportunities. Codelattice, a Zoho authorized partner and trusted Zoho CRM consultants, implemented an automated lead scoring solution using Zoho CRM. By integrating intelligent scoring rules, prioritized segmentation, and real-time notifications, the system helped the membership team focus on the most promising leads. The transformation boosted operational efficiency, increased conversions, and aligned marketing with sales goals, creating measurable business growth.

This case study highlights how SSVR Builders, a Saudi Arabia based real estate developer, transformed its sales, broker management, and customer engagement using a complete Zoho CRM implementation. Their team struggled with lead leakage, missed follow ups, weak reporting, and unorganized documentation. By partnering with a Zoho authorized partner and using advanced Zoho CRM support, the company shifted from scattered manual processes to a seamless digital system. The new workflows improved HNI profiling, strengthened broker relationships, and created clear deal visibility across sales, resale, and leasing. With automation, structured pipelines, and integrated communications, SSVR Builders achieved stronger team accountability, better decision making, and higher operational efficiency across all departments.

Codelattice, a Zoho Authorized Partner, partnered with Sphecho, an Indian therapy and rehabilitation provider, to automate their lead-to-payment workflow. Previously, Sphecho relied on manual lead validation, therapist scheduling, and invoicing, which created delays and inefficiencies. By implementing Zoho CRM integrated with Zoho Bookings, Wise App, and Razorpay, Codelattice established an end-to-end system that automated consultation booking, session tracking, payment collection, and invoice generation. The integration of Zoho Books and CRM enabled seamless financial management, while blueprint-driven workflows ensured accurate pipeline progression. This solution empowered Sphecho to improve client experience, reduce manual errors, and maintain real-time visibility over therapy sessions and payments.

Everstead Advisors, a mid-sized insurance firm, faced challenges managing policy leads, client communications, and compliance tasks using spreadsheets and emails. Manual processes caused delays, errors, and limited visibility into claims and renewals. As a trusted Zoho CRM implementation partner, we helped Everstead Advisors streamline operations by automating workflows, centralizing client communications, and providing real-time insights. Custom modules and pipelines were configured to track policies, proposals, and renewals efficiently. Automated notifications, document collection, and analytics dashboards enabled faster service, improved compliance, and data-driven decision-making. With Zoho CRM and Zoho Books integration, Everstead Advisors now manages both individual and group insurance products seamlessly, boosting productivity and client satisfaction.

Codelattice partnered with Luxury Real Estate to implement a fully customized Zoho CRM solution that streamlined their sales operations and elevated customer engagement. With on-the-go mobile CRM access, Luxury Real Estate achieved faster decision-making and improved collaboration across departments. Within a few months, lead-to-deal conversion increased, and missed follow-ups dropped. This Zoho CRM implementation transformed their sales process into a scalable, data-driven ecosystem that supports premium service delivery and long-term growth.

Codelattice developed a powerful in-house Data Scraping and Enrichment Tool that automates prospect discovery and lead entry into Zoho CRM. Integrated with Apollo.io and LinkedIn, the solution allows users to search for businesses within a defined geographic radius and filter results by specific industries or business types. It then retrieves verified company and contact details, including key decision-makers, emails, and phone numbers. All enriched data syncs automatically into the CRM, eliminating manual entry. Designed for scalability, this Zoho-powered solution streamlines sales outreach, improves lead accuracy, and saves up to 80% of sourcing time. As a trusted Zoho authorized partner, Codelattice enables businesses to enhance productivity and sales efficiency through intelligent automation and tailored Zoho CRM integrations.

Kalyan Jewellers, one of India’s largest jewellery brands, struggled to manage thousands of franchise inquiries manually, causing delays and limited visibility. As a Zoho implementation partner, we built a customized solution using Zoho Marketing Automation and Zoho CRM with smart workflows and instant lead assignment. The result - faster responses, improved forecasting, and higher conversions, transforming how Kalyan managed leads and franchise growth.