At Codroid Labs, we specialize in transforming businesses with intelligent automation and powerful integrations using Zoho tools. In this case study, we highlight how we revolutionized the operations of a growing IT & Tech Support Services Company through a tailored Zoho implementation.
Client Overview
Our client, a rapidly growing tech support company with 50+ team members, relied on multiple Zoho applications but struggled with fragmented workflows and limited visibility across departments.
Despite a talented team and rising demand, their internal operations were disjointed—bottlenecks and silos hindered scalability and accountability.
Challenges Holding Them Back
The organization faced significant roadblocks:
Leadership Blindness
- The Founder had no real-time access to reports, KPIs, or revenue trends.
- Team Leaders (TLs) lacked visibility into team activities and lead progress.
Operational Gaps
- Zero Reporting: No centralized dashboards or custom reports.
- Manual Assignment: Leads and tickets required manual routing.
- Poor Lead Capturing: Website traffic wasn’t converting.
- Departmental Silos: Sales, Support, Billing, and Tech worked in isolation.
- Manual Contract Signing: Every deal faced delays due to lack of e-signing.
The result? Teams worked blindly in silos. The founder had no idea what was happening in real time.
Our Tailored Zoho Solutions
We implemented a scalable Zoho CRM ecosystem that aligned perfectly with their team structure, roles, and goals. Here’s what we delivered:
Zoho CRM – Smart Central Hub
- Role-based CRM for Founders, TLs, Sales, Support & Billing
- Dynamic assignment rules (no more manual ticket routing!)
- Workflow automation tailored to departments
Zoho Analytics – Real-Time Clarity
- Dashboards for Founders & TLs
- Reports segmented by team, date, and performance
- Lead-to-revenue tracking with KPI insights
Zoho Sign – Digital Approvals
- 100% e-sign workflows for contracts, SLAs, and approvals
Zoho SalesIQ – Lead Capture
- Live chat with auto-capture and lead scoring into CRM
Zoho Creator – Workflow Automation
- Custom apps for service requests, escalations, and communication tracking
Results We Observed
The transformation was quick and powerful:
- +30% Increase in Lead Conversion Rate
- Real-Time Dashboards for Founders
- 100% Digital Contract Signing with Zoho Sign
- 40% Reduction in Outstanding Invoices
Trusted by Teams, Loved by Leadership
With the new Zoho ecosystem in place:
- The founder has complete visibility into performance
- TLs operate with clarity and data-driven decisions
- Departments run smoothly, powered by automation and integration
Ready to Scale Your Business?
Whether you’re in tech support, SaaS, or services—Codroid Labs delivers real Zoho-powered results.
📞 Zoho Implementation Help? Call Us Today!
📱 +91 7838402682
🌐 www.codroiditlabs.com