Comprehensive Zoho One Ecosystem Development

Zoho One Business Integration (Transport | Packers & Movers | Insurance | Real Estate)
Project Goal
Build a fully integrated Zoho One ecosystem to manage multi-vertical operations with zero manual data entry, unified customer records, automated pipelines, document management, and real-time dashboards.
Scope of Work
1. CRM Architecture
• Custom CRM design (not everything in Leads)
• Separate modules for:
o Transport & Logistics
o Packers & Movers
o Insurance
o Real Estate
• Unified Contact view showing all services
• Interlinked Deals, Activities, and Documents
2. Sales Pipelines & Automation
• 4 separate deal pipelines (one per vertical)
• Stage-based automations:
o Auto task creation
o WhatsApp / Email notifications
o SLA-based follow-ups & escalations
• Cross-sell triggers between verticals
• Deluge scripting required
3. Lead Capture & Integrations
• WhatsApp Business API (Zoho native, no unnecessary paid tools)
• Web Form → CRM (auto-create Contact, Deal & Service records)
• Social media lead capture via Zoho Social
• Phone call logging
• Duplicate checks & auto-assignment logic
4. Document Management
• Structured Zoho Documents folder system
• Auto-naming, auto-categorization, version control
• Role-based access & OCR search
• Documents auto-linked to Contact + Service + Deal
5. Reporting & Dashboards
• Executive, Sales, and Operations dashboards
• Custom reports:
o Lead source performance
o Vertical profitability
o Team productivity
o Customer lifetime value
o Document processing time