Zoho case studies
How we approach Zoho projects for real businesses. Read client reviews or see our fixed-price Zoho integrations.
How Naatchal Adopted Zoho One for a More Connected Business Environment
- Business challenge
- IT services companies need to coordinate customer information, sales activities, internal operations, and reporting. Managing these activities across disconnected tools can make it difficult to maintain consistent information and visibility.
- Solution
- Flowpeak Consulting supported Naatchal with Zoho One, an integrated suite of business applications. The implementation can be positioned around bringing relevant business functions into a more connected environment.
- Business value
- Zoho One provides a foundation for consolidating business applications and improving process coordination, depending on the applications configured and how the company uses them.
Bringing Structure to Customer Management with Zoho CRM: The Robolark Story
- Business challenge
- Businesses need an organized way to maintain customer information, track prospects, and manage sales follow-ups as customer interactions increase.
- Solution
- Flowpeak Consulting worked with Robolark on Zoho CRM implementation, providing a platform for structured customer relationship and sales management.
- Business value
- Zoho CRM can support centralized customer information, sales pipeline visibility, and more consistent follow-up processes. Specific configurations and measured improvements have not been confirmed.
Supporting Business Process Improvement for a Coir Manufacturer and Exporter
- Business challenge
- Manufacturing and export businesses must coordinate customer requirements and day-to-day business processes while maintaining clear communication and access to relevant information.
- Solution
- The available customer feedback describes a positive experience with Flowpeak Consulting, highlighting business understanding, practical Zoho guidance, and responsive support.
- Business value
- Jayakumar's feedback supports a customer-experience story focused on professional guidance and practical assistance. The specific Zoho applications implemented and operational results have not been established in the available content.
Immigration case management with secure portals for admins, lawyers and applicants
- Business challenge
- Visa cases ran on email threads: questionnaires went back and forth, documents arrived in pieces and lawyers had no single place to review a case.
- Solution
- We built three role-based portals on Zoho Creator, linked to Zoho CRM, so admins assign cases, lawyers review and approve, and applicants complete forms and upload documents securely.
- Business value
- Each case now has one record, a clear owner and a complete file that can be downloaded in one step.
Online class booking, payments and parent communication for an after-school education provider
- Business challenge
- Parents booked after-school classes by phone and email, and staff rebuilt every session by hand at the start of each term.
- Solution
- We built a public booking flow and an admin back end on Zoho Creator, with online payment, automatic term rollover, searchable student records, personalised SMS and weekly photo updates.
- Business value
- Parents book and pay in one visit, and staff manage sessions, students and communication from one system.
Daily airstrip activity and maintenance tracking for a rural air transport operator in Papua New Guinea
- Business challenge
- The operator serves remote villages through many small airstrips, and maintenance history and upcoming work were hard to track across all of them.
- Solution
- We built a Zoho Creator app with three modules for airstrip activity and maintenance, plus a scheduled job that refreshes every record each day.
- Business value
- Staff see each airstrip’s maintenance history and what is due next, kept current without manual updates.
Service booking and parts inventory for an automobile maintenance business
- Business challenge
- Service bookings clashed because engineer and machine availability were not checked together, and parts were tracked loosely.
- Solution
- We built one Zoho Creator app for service booking, job status and inventory, covering where each part came from, how long it sat on the shelf and who bought it.
- Business value
- Bookings fit real capacity, and the business can see its stock and service status at any time.
A performance tracking (MIS) system for charities funding hospital facilities
- Business challenge
- Charities funding hospital facilities had no consistent way to measure how each partner institution was performing.
- Solution
- We built a Zoho Creator data collection system with defined KPIs and Zoho Analytics dashboards, plus a way to share good practice between institutions.
- Business value
- Funders compare institutions on the same measures and see where support is needed.
Batch tracking and product recall management for a food processing company
- Business challenge
- Regulators expect a food processor to identify and recall an affected batch quickly, and the client could not trace batches to customers fast enough.
- Solution
- We built batch traceability in Zoho Creator linked to sales in Zoho Books, so any batch can be traced to every customer and invoice.
- Business value
- If a batch has a problem, the affected customers can be listed straight away and the recall started.
Job, contract and price tracking for a consulting forester
- Business challenge
- Consulting foresters work with landowners, mills, trucking firms and labour, each with its own contract and rates, which made profit per job hard to see.
- Solution
- We built a Zoho Creator app for jobs, stakeholders, contracts and wood product prices.
- Business value
- The forester sees the contracts and prices behind each job and can keep jobs profitable.
Production, batch and job order tracking for a manufacturer
- Business challenge
- The manufacturer could not see raw material stock, consumption per batch or profit per job order in one place.
- Solution
- We built production management on Zoho Creator, connected to Zoho CRM within Zoho One, covering inventory, batch consumption and job orders.
- Business value
- The team plans production against real stock and sees the margin on each job order.
Product lifecycle and critical path tracking for a manufacturer that relies on suppliers
- Business challenge
- New products depended on many supplier steps, and the team could not see which tasks would delay a release.
- Solution
- We built PLM on Zoho Creator that maps each development stage and its owners and calculates the critical path, with purchasing in Zoho Books.
- Business value
- The team sees which tasks drive the release date and acts on delays earlier.
Preschool admissions with automatic monthly invoicing
- Business challenge
- Admissions were recorded in one place and fees invoiced by hand every month.
- Solution
- We built admissions in Zoho Creator that set up a recurring monthly invoice in Zoho Books for each child at enrolment.
- Business value
- Invoices go out on the first of every month for every active child, with no manual work.
Two-way payment sync between Zoho Creator and Zoho Books for a preschool
- Business challenge
- Fee payments arrived by bank transfer, cheque and cash and were entered twice, once for the school and once for accounts.
- Solution
- We built a two-way sync: payments entered in Zoho Creator post to Zoho Books, and payments recorded in Zoho Books flow back to Zoho Creator.
- Business value
- Each payment is entered once and both systems always agree.
Daily meal counts and staff portal for an after-school programme across many locations
- Business challenge
- The operator needed daily meal counts from many locations and accurate staff and student lists for each site.
- Solution
- We built a Zoho Creator app with a portal: admins invite staff by location, and staff add students and record daily meal counts.
- Business value
- Meal counts and rosters for every location are collected in one place each day.