Sphecho is an Indian therapy and rehabilitation center specializing in speech therapy, behavioral therapy, and counseling services. The organization serves clients across India, offering personalized care and guided therapy sessions through both first-time and follow-up appointments. Sphecho faced challenges managing leads, scheduling therapists, and tracking payments manually, which impacted efficiency and client experience. To address these challenges, Sphecho partnered with Codelattice, a Zoho Authorized Partner, for a full Zoho CRM implementation. The objective was to automate lead capture, session scheduling, payment processing, and invoice generation, while integrating Zoho Bookings, Wise App, and Razorpay for an end-to-end therapy workflow.
Sphecho struggled with manual lead management, disconnected therapist calendars, and delayed payment tracking. The absence of structured pipelines caused missed follow-ups and repetitive data entry, reducing operational efficiency and client satisfaction.
Codelattice implemented Zoho CRM with integrated Zoho Bookings, Wise App, and Razorpay to automate lead management, therapy session tracking, and payments. Blueprint-driven workflows and Zoho Books integration enabled end-to-end automation and accurate financial reporting.
Incoming leads automatically or manually added to Zoho CRM.
Validated leads converted to contacts for therapy pipeline initiation.
Free video consultations booked using Wise Application integration.
Therapist assignments mapped automatically to CRM contact records.
Completed sessions updated in Zoho CRM in real-time.
Integration ensures accurate tracking of ongoing and completed therapy.
Custom widget collects therapy type, contact info, and pricing details.
Automated deal creation and pipeline assignment using Zoho Blueprints.
Deals progress through stages: Discussion → Negotiation → Bills.
Deluge scripts automate validation and transition actions.
Payment links sent directly via Zoho CRM to clients.
Instant status updates ensure accurate payment tracking.
Sales Orders generated automatically from deal details.
Invoices created upon payment and deals marked Closed Won.
Mirror workflow for existing clients with follow-up sessions.
Fully automated consultation → payment → invoice → closure process.
Zoho Books integrated for cloud accounting and financial transparency.
Codelattice provided ongoing Zoho CRM support and optimization.
The Zoho CRM implementation streamlined Sphecho’s therapy workflows, improving lead management, session tracking, and payment automation while reducing manual errors and enhancing client satisfaction.
Lead validation time reduced by 50% through automated CRM workflows.
Consultation booking errors decreased by 60% via Wise App integration.
Payment processing speed increased by 70% using Razorpay automation.
Invoice generation now takes less than 5 minutes per client.
Therapy session tracking accuracy improved by 45% with real-time status sync.
Follow-up appointment scheduling improved by 50% through automated reminders.
Manual data entry reduced by 65% after blueprint-driven deal creation.
Pipeline visibility increased by 40%, enabling better team planning.
Client satisfaction scores rose by 35% due to faster response times.
Specho has seen a remarkable improvement in efficiency and client management. Scheduling is smoother, payments are faster, and our overall workflow feels more organized and stress-free. Codelattice’s support has truly made a difference to Specho operations.
Codelattice’s Zoho implementation transformed Sphecho’s therapy workflows from manual processes to fully automated pipelines. By integrating Zoho CRM with Zoho Bookings, Wise App, and Razorpay, the organization now enjoys accurate lead tracking, seamless session scheduling, and error-free invoicing.
As a trusted Zoho Authorized Partner, Codelattice continues to provide ongoing support, CRM consulting, and cloud accounting optimization. The successful implementation highlights how therapy and rehabilitation centers can leverage Zoho Books and CRM integration to achieve operational efficiency, scalability, and improved client experiences.
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