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SOLUTIONS

Reviewlattice

Review Aggregation Engine

Reviewlattice aggregates your reviews from multiple sources in all languages. We present you the Customer Sentiments and a lot more in one intuitive dashboard.

Carlattice

Car Recommendation Engine

AI based Realtime recommendation engine for car buyers. The APIs are usable in aggregators, showrooms and independent apps

Shoplattice

API-led Ecommerce Engine

Enterprise ecom engine built for better integration with external systems like inventory management, omni-channels and much more.

Medilattice

Learning Management for Healthcare

A cloud-based learning management solution to deliver healthcare content in the form of webinars, videos, presentations, documents and worksheets

Livelattice

AI Chatbot & Conversational Commerce

An AI Chatbot easy to configure, train & monitor built on Google’s machine learning. Can be integrated with ERPs, Websites, Ecommerce and Booking portals.

Voicelattice

Virtual business number for cloud calling

As a trusted cloud calling partner, Codelattice simplifies business call management with local-number international calling, unified business lines, and enhanced client engagement.

SERVICES

Umbraco Solutions

Flexible, secure, and scalable CMS

We excel in providing optimal website experience and user engagement with easy integration and continuing support with Umbraco solutions.

Contentful CMS

Secure and Reliable Content Management

We help you elevate your website experience and user engagement with scalable, and secure Contentful solutions, backed by seamless integration and ongoing support.

Cybersecurity

Enterprise Security Solutions

Trusted cybersecurity company, offering comprehensive cybersecurity solutions and services for cyber attack prevention to protect your business.

Website Development

Creative designs, Static & CMS Websites

We create impactful brand stories with intuitive, impressive & fast websites. Over 1500 websites delivered in 50 countries so far. Trends change and we keep up.

Application Development

Web Based Application Development

Born Cloud Company, we ace in UX, performance and architecture. We encompass Security, Analytics , Artificial Intelligence and Natural Language Processing

Mobile Applications

Android, iOS and Hybrid Mobile Apps

Connect to customers with innovative, high performing apps. Accelerate, advance, adapt in the world of disruption & outpace competitors

Digital Marketing

Organic & Paid Online Promotions

Find your new customers in the right place at right time through Social Media & Search Marketing, PR and Email Campaigns. We help you humanize your brand

Corporate Training

ISTQB Foundation Level

This course provides the basic knowledge that is required in the testing domain. This course is best suited for professionals looking to advance in their careers.

ISTQB Test Automation Engineer

The ISTQB® Test Automation Engineer (CT-TAE) certification focuses on the design, development, and maintenance of test automation solutions.

ISTQB Advance Test Manager

This engaging workshop targets individuals who want to increase their test management proficiency. Sign up today and grasp both the tactical and strategic facets.

ISTQB Advance Test Analyst

With our course for Advanced Test Analyst, you can learn about the function of the test analyst and get complete proof methods to do thorough software testing at every stage of the software development life cycle. Sign up today to understand every aspect of the test process.

ISTQB Certified Tester AI Testing

The ISTQB Certified Tester AI Testing course is designed to educate the participants on their knowledge of AI testing; the course is recommended for professionals who want a thorough understanding of the challenges and complexities associated with testing AI systems.

Certified GenAI-Assisted Test Engineer

Delivering high-quality results in a fast-paced manner is a must in software development. With our 3-day AiU Certified GenAI-Assisted Test Engineer Training, you will master the skills to use AI for increased efficiency. You'll learn how to incorporate Generative AI into your regular testing tasks to streamline your processes and maximize your output.

PARTNERSHIPS

AWS

Creative designs, Static & CMS Websites

Enable Rapid Growth with AWS Cloud by Codelattice expertise. Our managed services by AWS certified professionals are suitable for businesses of all sizes

Google Workspace

Business Emails and Apps

We are an authorized Google Cloud Partner for Google Workspace collaborating with businesses to get maximum out of their Google Workspace investments

Godaddy

Domains and Hosting

We are a Go Daddy Pro Partner committed to take businesses online and provide experience from registering your domain, hosting your website to securing it.

Microsoft Office 365

Business Emails and Cloud

We are a leading Microsoft Partner to help you to create, collaborate and communicate efficiently with Office 365 & its productivity suite as well as Azure.

US

Google Cloud

Data storage, Data analytics, and Machine Learning

We are an authorized Google Cloud Partner and help you leverage Google Cloud's scalable infrastructure to modernize your apps and services.

Zoho

Business Emails and Apps

Maximize productivity and growth with Zoho's innovative suite. Contact Codelattice, your Zoho Partner, to address all your Zoho needs.

Azure Cloud

Cloud Migration, Data transformation, App development, AI, and more!

Codelattice, your Azure cloud partner is committed to offering customized solutions that work for companies of all sizes and enable you to fully utilize the cloud's potential to grow your business.

Acronis Email Security

Secure, Detect, Prevent

Protect business from phishing, spam, malware, and advanced email threats with Acronis Email Security. Partner with Codelattice for seamless deployment, configuration, and ongoing support as your trusted Acronis partner.

Acronis Email Backup & Recovery

Backup, Restore, Stay Resilient

Ensure business data safety with automated email backup and instant recovery powered by Acronis. Safeguard your emails from accidental deletion, ransomware, and data loss. Connect with Codelattice for secure implementation

Roiback Hotel Booking Engine

Direct bookings, Higher revenue

Roiback booking engine helps hotels maximize direct bookings and boost revenue. Partner with Codelattice to implement Roiback and deliver a seamless guest experience with customizable, mobile-first solutions

Zoho RPA

Automate, Accelerate, Achieve

Zoho's intelligent RPA solutions to streamline your business operations. Boost efficiency by reducing manual tasks. Connect with Codelattice, your trusted Zoho partner, for end-to-end automation solutions for your business.

PRODUCTS

Xpense.PRO

Expense & Reimbursement Management

Mobile & Web App to Capture receipts, Categorize it & Reimburse the business expenses. Users can create teams and categories to manage their expenses.

Aladdinpro

Expiry & Due Date Management

An essential app for businesses to manage expiries, due dates and reminders in a single dashboard. Available in App Store, Play Store and Web.

Koopp Assets

Asset Allocation & Tracking

Web App to Allocate, Track & Manage Assets of a company. A continent app to map assets to employees and location.

Ur Vitals

Medical Document Vault

A digital shelf to store your medical documents like prescription, reports & expenses. Currently available in Play Store

Collate

Configure Company’s Intranet Portal

Single-point access to business apps, and files with the timesheet, leave management & appraisal system

Sphecho’s Lead-to-Payment Therapy Workflow Automation with Zoho CRM

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Client overview

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.

Challenges

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.

Manual lead validation: Leads required frequent manual verification before assignment.

Disconnected session scheduling: Therapist availability was not synced with appointments.

Delayed invoice generation: Billing depended on manual creation after payment.

Unstructured pipeline tracking: Therapy sessions and outcomes lacked organized tracking.

Missed follow-ups: Repetitive manual entry led to overlooked client interactions.

Payment delays: Lack of automation caused inconsistent payment confirmations.

Solution

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.

Lead capture & qualification

Incoming leads automatically or manually added to Zoho CRM.

Validated leads converted to contacts for therapy pipeline initiation.

Consultation scheduling via wise app

Free video consultations booked using Wise Application integration.

Therapist assignments mapped automatically to CRM contact records.

Session status synchronization

Completed sessions updated in Zoho CRM in real-time.

Integration ensures accurate tracking of ongoing and completed therapy.

Blueprint-driven deal creation

Custom widget collects therapy type, contact info, and pricing details.

Automated deal creation and pipeline assignment using Zoho Blueprints.

First payment pipeline

Deals progress through stages: Discussion → Negotiation → Bills.

Deluge scripts automate validation and transition actions.

Razorpay payment integration

Payment links sent directly via Zoho CRM to clients.

Instant status updates ensure accurate payment tracking.

Invoice & sales order automation

Sales Orders generated automatically from deal details.

Invoices created upon payment and deals marked Closed Won.

Follow-up payment pipeline

Mirror workflow for existing clients with follow-up sessions.

Fully automated consultation → payment → invoice → closure process.

End-to-end Zoho integration

Zoho Books integrated for cloud accounting and financial transparency.

Codelattice provided ongoing Zoho CRM support and optimization.

Results

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.

Client feedback

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.

Conclusion

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.

Case studies

Zoho CRM Implementation for Vernal Industry: Transforming Sales Operations
Zoho CRM Implementation for Vernal Industry: Transforming Sales Operations
Transforming Kalyan Jewellers' Lead Management and Sales Efficiency with Zoho Marketing Automation
Transforming Kalyan Jewellers' Lead Management and Sales Efficiency with Zoho Marketing Automation
Automating Lead Generation& Enrichment in Zoho CRM
Automating Lead Generation& Enrichment in Zoho CRM
Transforming Sales and Client Management with Zoho CRM for Luxury Real Estate
Transforming Sales and Client Management with Zoho CRM for Luxury Real Estate
Real-Time, Mobile POS and Accounting Integration for FMCG Efficiency
Real-Time, Mobile POS and Accounting Integration for FMCG Efficiency
Everstead Advisors Optimizes Insurance Operations with Zoho CRM
Everstead Advisors Optimizes Insurance Operations with Zoho CRM
Automating Therapy Lead-to-Payment Workflow for Sphecho with Zoho
Automating Therapy Lead-to-Payment Workflow for Sphecho with Zoho
Streamlining Lead Management & Billing for a UK-Based Travel Agency with Zoho
Streamlining Lead Management & Billing for a UK-Based Travel Agency with Zoho
Zoho CRM Implementation for SSVR Builders
Zoho CRM Implementation for SSVR Builders
Zoho Books Implementation for IBOX Perfumes
Automated Lead Scoring Implementation for HB Fit Plus Using Zoho CRM
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