US

Streamlining Lead Management & Billing for a UK-Based Travel Agency with Zoho

Codelattice Contact Whatsapp

Client overview

Peak Escape is a UK-based travel and tourism company specializing in tailor-made holiday packages, both international and domestic. With a compact team of two, the agency provides personalized travel planning, tour customization, and visa assistance. Their mission is to create seamless travel experiences while ensuring timely and transparent service. However, manual workflows and scattered communication channels were creating inefficiencies, resulting in slower response times and missed opportunities. To overcome these challenges, Peak Escape partnered with Codelattice, a Zoho Authorized Partner, for an end-to-end digital transformation.

Challenges

Peak Escape relied heavily on manual processes to manage enquiries, track leads, and generate invoices. This approach consumed valuable time, caused data inconsistencies, and limited the team’s ability to scale operations efficiently.

Manual lead capture: Data collected through WhatsApp was difficult to organize.

Unstructured pipeline tracking: No defined process for monitoring lead progress.

Delayed invoicing: Invoices created manually post-deal closure.

Fragmented communication: No centralized platform for customer interactions.

Limited visibility: Team lacked real-time insights into lead status.

Inefficient reporting: Financial updates required manual reconciliation efforts.

Solution

Codelattice implemented Zoho CRM and Zoho Books integration to automate lead management, invoicing, and reporting. This unified cloud accounting setup ensured seamless data flow and improved collaboration between sales and finance.

Enquiry collection via Zoho Forms

Designed custom forms to capture destination, budget, and travel preferences.

Shared forms directly via WhatsApp for instant customer submissions.

Automated lead creation in CRM

Integrated Zoho Forms with Zoho CRM for instant lead generation.

Automatically mapped customer data to corresponding CRM fields.

Lead nurturing and tracking

Set up deal stages: Interested → Quoted → Follow-up → Payment Initiated.

Enabled lead assignment and follow-up reminders for consultants.

Deal closure & payment sync

Marked successful deals as “Closed Won” upon payment confirmation.

Synced transactions with Zoho Books through Zoho CRM integration.

Invoice automation via Zoho Books

Configured automatic invoice generation upon deal closure.

Added brand elements for professional presentation and VAT compliance.

Financial reporting & analysis

Enabled real-time revenue tracking using Zoho Books dashboards.

Generated reports for monthly income, taxes, and outstanding payments.

Enhanced customer communication

Centralized client interactions within Zoho CRM.

Reduced response times through automated notifications and email templates.

Seamless cloud accounting setup

Migrated billing processes to Zoho Books’ cloud accounting system.

Improved data security and eliminated manual bookkeeping errors.

End-to-end integration support

Codelattice provided Zoho CRM and Books integration training.

Ensured smooth post-implementation Zoho support and optimization.

Results

The Zoho implementation delivered measurable improvements in lead tracking, communication speed, and invoicing accuracy, empowering Peak Escape to operate more efficiently.

Lead response time improved by 40% with CRM workflow automation.

Invoice generation time reduced by 70% with Zoho Books automation.

Financial reporting time dropped by 50% via real-time dashboards.

Customer satisfaction improved by 35% due to faster responses.

Deal tracking accuracy increased by 45% using structured pipelines.

Manual errors in billing reduced by 60% with Zoho Books integration.

Cross-team collaboration enhanced by 50% with shared cloud access.

Overall sales cycle shortened by 30% after CRM implementation.

Centralized communication improved internal visibility by 40%.

Client feedback

Codelattice made a real difference in how Peak Escape manages travel operations. Lead tracking, communication, and invoicing are now faster and more organized. What once took hours is now done in minutes, helping to focus more on clients and less on paperwork.

Conclusion

Through Codelattice’s Zoho implementation expertise, Peak Escape transitioned from manual workflows to a fully automated system. The integration of Zoho CRM and Zoho Books not only improved operational transparency but also empowered the agency to deliver quicker, more professional customer experiences.

As a trusted Zoho CRM Partner, Codelattice continues to support Peak Escape with ongoing Zoho CRM consulting, cloud accounting enhancements, and process optimization. This transformation showcases how small travel agencies can leverage Zoho’s ecosystem to achieve enterprise-grade efficiency, scalability, and growth.

Case studies

Whatsapp Logo

+919620615727

919620615727

We work with global brands from startups to industry leaders, Let's talk