Client story · Industrial manufacturing
www.swastikflanges.com ↗Online leads to GST-ready quotations, all inside Zoho CRM
Swastik Flanges manufactures and supplies industrial flanges from Pune, India. Their enquiries come from B2B marketplaces and WhatsApp. We set up Zoho CRM so every enquiry is captured automatically, verified before conversion, followed up on time and quoted on a branded GST quotation that keeps the deal pipeline in sync.
Industrial manufacturing
Industry
India
Country
Zoho CRM
Platform
What we delivered
A sales system from first enquiry to quotation
Marketplace lead capture
IndiaMART enquiries arrive instantly through a webhook and TradeIndia enquiries are fetched automatically into CRM.
WhatsApp in CRM
WhatsApp conversations are logged against each lead and customer through EazyBe.
Lead verification
A lead is marked ready for conversion once its GSTIN or visiting card is captured.
Follow-up discipline
Next follow-up dates are set automatically so no enquiry goes cold.
Branded GST quotation
A custom quotation template matching their tax-invoice layout, with HSN codes, tax breakdown, terms and bank details.
Quote-to-deal sync
Quote stage changes update the deal stage and closing date automatically.
CRM
DelugeProcess overview
How the solution runs, end to end
A simplified view of the workflow we built. Field-level rules, internal data and client-specific logic are kept confidential.
- 01Enquiry
A buyer enquires on IndiaMART, TradeIndia or WhatsApp.
- 02Capture
The enquiry is created as a lead in CRM automatically.
- 03Verify
Sales captures GSTIN or a visiting card to verify the lead.
- 04Follow up
Follow-up dates keep the conversation moving.
- 05Quote
A branded GST quotation is generated from CRM.
- 06Close
Quote stage updates move the deal through to won.
Detailed blueprint shared with the client only
Integrations
Systems we connected
Every line below is a live data connection into the CRM.
Zoho CRMZoho CRM
WhatsApp (EazyBe)Zoho CRMZoho CRMResults
Where it landed
Verified reviews
From our Zoho projects
“Working with the team has been a genuinely positive experience. Highly professional, deeply knowledgeable, and consistently strong on the technical side. Throughout the project they were exceptionally responsive — especially in moments that required immediate attention — and always handled tasks with reliability and calm confidence. Clear communication, a proactive attitude, and real dedication. A pleasure to collaborate with, and someone I would gladly recommend.”
“I had the great opportunity to work with the team on a Zoho Desk and Facebook integration project. Highly skilled, responsive, and truly dedicated to achieving results — went above and beyond, even working late hours when needed, to ensure the project's success. I highly recommend them to anyone looking for a reliable and talented specialist.”
“It was really great working with the team! They could create really good systems on Zoho and mend them to your liking.”
“The best — delivered the job very fast. I recommend them for any Zoho jobs.”
Have a process like this?
We design and build Zoho systems that match how your team actually works.