Empowering a Digital Enterprise with Comprehensive Sales, Project, and Payment Automation

Overview

A growing Branding & Digital Marketing agency (specialized in Branding, Websites, E-commerce, SEO)

Zoho Applications Used

• Zoho CRM
• Zoho Forms
• Zoho Sign
• Zoho Flow
• Zoho SalesIQ
• Zoho Sprints
• Zoho Recruit
• Zoho Books
• Zoho People
• Zoho Payroll

Business Challenge

• Lead leakage due to scattered capture methods
• Delay in quotation and invoice processes
• Manual project management with no integration
• Inefficient follow-ups for advance and pending payments
• Separate systems for recruitment, employee management, and payroll

Objective

To build a streamlined end-to-end business flow—starting from lead generation to project delivery, payment processing, recruitment, and payroll—completely within the Zoho ecosystem.

Solution Architecture by Elite Tech Global

Complete Digital Transformation Using Zoho Suite

Step 1: Lead Generation & CRM Automation

• Zoho Forms embedded into the website to capture inbound leads
• SalesIQ chatbot to capture leads during chat
• Leads pushed into Zoho CRM and instant email alerts via Zoho Flow

Step 2: Lead Qualification & Conversion

• Leads qualified and converted to Account, Contact, and Deal records
• CRM Blueprint used for guided sales process

Step 3: BRD (Business Requirement Document) Collection

• Custom CRM widget used to collect BRD and files
• Ensured all requirement data is captured before proceeding

Step 4: Quotation and Advance Payment Process

• Quotes generated and sent via CRM
• Pro Forma Invoice generated after quote acceptance
• Payment collection via Razorpay integrated with Zoho Books
• Main invoice mapped to advance payment

Step 5: Project Creation and Execution

• CRM widget used to create projects post-advance payment
• Zoho Sprints used for tracking delivery via Scrum Masters

Step 6: Project Completion and Contract Signing

• Completion Contract auto-generated and signed via Zoho Sign
• Automatic status updates in CRM and Sprints after signature

Step 7: Final Payment and Closure

• Deals closed based on full or pending payment tracking

Step 8: Recruitment, HR Management, and Payroll

• Recruitment via Zoho Recruit
• Employee management in Zoho People
• Payroll managed through Zoho Payroll

Results Delivered

Digital Business Journey: Streamlined Operations with Human Precision

Step 1: Capturing Opportunities – Lead Generation

"Every brand story begins with a simple inquiry."

• Website forms and chatbot feed directly into Zoho CRM

Step 2: Qualify, Quote, and Kick-off

"We listen, we understand, we quote fast."

• Sales team qualifies and collects BRD
• Quotes and Pro Forma Invoices sent quickly

Step 3: Payments that Flow Smoothly

"No barriers between agreement and action."

• Razorpay + Zoho Books enable seamless advance payments
• Payments linked to CRM deals

Step 4: Project Onboarding and Delivery

"From dream to delivery, tracked and managed."

• Projects created from CRM and delivered via Zoho Sprints

Step 5: Final Sealing with Signatures

"Completion documented. Trust sealed."

• Contracts signed through Zoho Sign trigger closure steps

Step 6: Growing the Team

"Right people, at the right time, the right way."

• Recruitment via Zoho Recruit
• HR and payroll via Zoho People and Payroll

Summary: Automation That Feels Human and Delivers Business Excellence

Human Touch:

• Personalized lead qualification and project kickoff
• Dynamic interactions with clients
• Empowered teams with visibility and control

Automation Backbone:

• Centralized CRM pipelines and project linkage
• Seamless payment and invoice flows
• HR and recruitment consolidated under Zoho

Conclusion

Elite Tech Global empowered the business with a 360-degree automation solution covering sales, finance, project management, recruitment, and HR all interconnected through the Zoho ecosystem. Today, the company operates with speed, efficiency, and complete visibility giving it a competitive edge in delivering projects and services to clients