Case Study: WorkPermitCheck – End-to-End Zoho One Implementation

Client Overview

WorkPermitCheck is a trusted online platform that simplifies and streamlines the global work permit verification process. The platform assists individuals, employers, and HR professionals with reliable, real-time, and compliant work permit checks through:

• Easy-to-use work permit status checker

• Country-specific work visa guidelines

• Employer verification tools

• Personalized consultation support

With rapid growth and increasing demand, WorkPermitCheck needed a unified system to manage leads, clients, support tickets, subscription billing, and internal operations.

Key Challenges

Before implementing Zoho One, the client struggled with:

• Disconnected systems for sales, support, and finance

• Manual follow-ups and scattered client communication

• No unified view of customer journeys (lead → verification → support → renewal)

• Difficulty tracking consultation appointments and employer verification requests

• Limited reporting and analytics for team performance

Solution Implemented

We deployed a robust Zoho One ecosystem, fully tailored to WorkPermitCheck’s workflows:

1. Sales (Zoho CRM)

• Lead capture automation from website inquiry forms

• Segmentation for Individuals, HR Teams, and Employers

• Automated follow-up workflow for work permit verification requests

• Deal stages customized for:

  New Inquiry → Document Submitted → Verification in Progress → Completed / On Hold

2. Support (Zoho Desk)

• Integrated ticketing system for user issues, verification escalations & documentation queries

• SLA-based priority handling for employer verification cases

• Department-based ticket routing:

  • General Support

  • Compliance

  • Employer Verification

3. Finance (Zoho Books & Zoho Subscriptions)

• Automated subscription billing for consultation plans

• One-time payment workflows for employer checks

• GST-compliant invoicing and payment link automation

• Full financial syncing with CRM for 360° visibility

4. Website Integration

• Complete integration of the Work Permit Status Checker with Zoho CRM

• Consultation booking form → Zoho Bookings → CRM → Desk

• Website chat connected to Zoho SalesIQ

5. Automation & Blueprints

• End-to-end blueprint for Employer Verification

• Auto-email notifications for missing documents

• Status-based workflow for ongoing verification cases

6. Reporting & Dashboards

• Daily Verification Volume

• Completed vs Pending Checks

• Country-wise Request Analytics

• Support Team Performance & SLA Compliance

• Monthly Revenue & Plan Subscriptions

Results & Impact

Efficiency

• 70% reduction in manual follow-ups

• 95% accuracy in case status tracking

• 100% automated billing & reminders

Sales & Conversions

• Inquiry-to-conversion rate improved by 40%

• Faster conversion cycle due to automated verification workflow

Support & Compliance

• Support resolution time reduced from 48 hrs → 6 hrs

• Employer verification cases now have clear audit trails

Leadership Visibility

• Management now has real-time reports for operations, finance & performance

Client Feedback

“The Zoho setup has transformed how we manage our entire verification process. From sales to support to billing—everything is now centralized and automated. The workflows built by Worthy Desk have drastically improved our efficiency and customer experience. We finally have complete control and visibility over our operations.”

— WorkPermitCheck Operations Team