Case Study: Zoho One Implementation for Chattels Design LLP (Users 90+)

Case Study: Zoho One Implementation for Chattels Design (90+ Users)

Client: Chattels Design, Bangalore

Industry: Premium Residential & Commercial Interiors

Solution Partner: Worthy Desk – Zoho Authorized Partner

Introduction

Chattels Design, headquartered in Bangalore, is renowned for crafting premium-quality luxury interiors. With expertise in both residential and commercial projects, the firm places strong emphasis on precision, creativity, and customer satisfaction.

Problem Statement & Key Challenges

Prior to the implementation of Zoho One, Team Chattels relied heavily on manual processes for their operations:

• Lead management was inconsistent and lacked centralization.

• Customized quotations were created manually using Excel sheets.

• Payment records were tracked offline, leading to frequent errors and inefficiencies.

• Operational workflows lacked automation, increasing time spent on repetitive tasks.

These challenges limited scalability and delayed decision-making, highlighting the need for a unified digital solution.

Proposed Solution

Worthy Desk recommended the Zoho One suite as a comprehensive solution for Chattels Design. Key components of the implementation included:

• Zoho CRM: Centralized lead management, automated lead-to-deal conversion, task tracking, and sales pipeline management.

• Zoho Creator: Custom application development for streamlined quotation creation with HTML templates, allowing direct sharing with customers.

• Zoho Books & Zoho Inventory: Automated payment recording, invoice management, and inventory tracking for improved financial control.

• Zoho People & Zoho Recruit: Efficient employee management and recruitment workflows.

• Zoho Social, Forms & Survey: Enhanced engagement, feedback collection, and reporting analytics.

• Zoho Analytics: Reporting dashboards for insights across sales, operations, and finance.

Implementation Approach

The implementation process was tailored to Chattels Design’s specific requirements:

1. System Configuration: Customized Zoho One setup to align with internal workflows.

2. Workflow Automation: Developed automation for lead management, quotation generation, payment recording, and inventory tracking.

3. CRM Integration: Connected Zoho CRM with Zoho Creator, Books, and Inventory to enable seamless data flow.

4. User Training: Conducted comprehensive sessions for all users covering CRM, Creator, Books, Inventory, and other integrated applications.

The goal was to reduce manual effort, minimize errors, and enhance operational efficiency.

Results & Impact

After the Zoho One implementation, Chattels Design achieved:

• Operational Efficiency: Automated workflows reduced manual effort and human errors.

• Improved Lead Management: Centralized lead tracking and deal conversion streamlined the sales process.

• Faster Quotation Processing: Custom quotes could now be generated and sent directly to clients within minutes.

• Enhanced Financial Management: Automated payment recording and inventory tracking improved accuracy and accountability.

• Data-Driven Decisions: Analytics dashboards provided real-time insights across all business functions.

Overall, the integration of Zoho One transformed Chattels Design’s operational landscape, enabling the team to focus more on client engagement and strategic growth.

Technologies Implemented

• Zoho CRM

• Zoho Books

• Zoho Inventory

• Zoho Creator (custom quote integration)

• Zoho People & Recruit

• Zoho Social, Forms, Survey

• Zoho Analytics

License Size: 90+ Users

Conclusion

Worthy Desk’s structured approach to Zoho One implementation empowered Chattels Design to overcome operational inefficiencies and scale their business effectively. The combination of automation, customization, and training resulted in a seamless transition to a fully integrated business platform, positioning Chattels Design for continued growth and excellence.