Case Study: End-to-End Zoho One CRM Customization with After-Sales Automation

Client: Immigration & Visa Consulting Firm
Scope: Full Zoho One Setup with After-Sales Workflow
Consultant: Solo Implementation (That’s me!)
Timeline: 6 Weeks

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🚧 The Challenge

Before working with me, the business was struggling with:

• Leads scattered across ads, chats, and emails — many lost or delayed
• No structured sales pipeline or automation
• Manual onboarding and document collection
• Invoices handled manually — often delayed or inaccurate
• No support or after-sales process in place

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🛠️ My Solution: Zoho One

I designed a complete automation and CRM strategy using the Zoho One suite, fully customized to the client’s visa consulting workflow.

🔹 1. Lead Capture & Pre-Qualification

• Facebook & Google Ads → Zoho LandingPages + SalesIQ
• WhatsApp & WeChat integrated via Twilio/API → Zoho CRM
• Custom pre-qualification forms with Zoho Forms

🔹 2. CRM Workflow & Sales Automation

• Custom Zoho CRM deal stages
• Auto-assignment rules by service type
• Zoho Bookings for consultation scheduling
• Zoho Sign for e-agreements

🔹 3. Billing, Invoicing & Subscriptions

• Zoho Books for invoice automation
• Zoho Subscriptions for recurring/staged payments

🔹 4. Support & Case Management

• Zoho Desk for ticketing & client queries
• Zoho Projects for tracking visa stages & deadlines

🔹 5. After-Sales Support & Client Success

• Onboarding emails & checklist workflows
• NPS surveys and feedback tracking
• Client Success Manager check-ins (custom CRM module)
• Renewal & upsell campaigns using Zoho Campaigns

🔹 6. Document & Communication Stack

• Zoho Vault + WorkDrive for secure doc management
• Zoho Mail + Cliq for branded communication and internal alerts
• Zoho People for HR & counselor onboarding

🔹 7. Dashboards & Reporting

Using Zoho Analytics, I built custom dashboards:

• Sales Conversion Rates
• Lead Source ROI
• After-Sales Satisfaction Metrics
• Client Processing SLA Tracking

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📊 Before vs. After Comparison

Process	Before	After My Implementation
Lead Response Time	>24 hrs, manual	<2 hrs, automated
Lead Leakage	~35%	<5%
Onboarding Time	3–5 days	1–2 days
Invoicing Accuracy	Manual, high error rate	Automated, 98% accuracy
Client Feedback	None	NPS + Surveys in place
Retention & Renewals	~5%	22% via email automation

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🎯 Key Outcomes

• 📈 Lead conversion up by 35%
• ⏱️ Faster onboarding with synced workflows
• 🔁 Repeat business via renewals and upsells
• 🔐 Compliance-ready doc storage
• 📊 Real-time analytics and visibility

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🧠 Interactive Blueprint

I created a live, interactive CRM blueprint using GoJS, embedded in the system to visually map every step from lead to after-sales — making it easier to train staff and plan future expansions.

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🚀 Ready to Build a Zoho One System Like This?

Whether you're a solo founder or a small team, I can help you build a fully automated, scalable CRM tailored to your business.

📩 Contact me today to discuss.