What changed
- A won deal creates its project rather than triggering an email
- Approvals sit inside the chain instead of alongside it
- Billing, contracts and MIS reporting draw on the same record as delivery
Zoho CRMZoho ProjectsZoho BooksZoho People
Where they started
Customer onboarding, account and deal management, approvals, project and task workflows, billing, contracts and MIS reporting all existed as processes. What did not exist was the thread between them, so a won deal became an email and delivery started from a blank page.
What we built
Onboarding, account and deal management with approval workflows in Zoho CRM, deal-based project creation with task management in Zoho Projects, and billing and contract management in Zoho Books — with central reporting across all of it.
The point is the handover: what sales agreed is what delivery sees, and what delivery completes is what finance bills.