Aquachill’s Move to a Unified Sales System
How a custom Zoho CRM implementation replaced spreadsheets and automated workflows.
Aquachill manages a lot of projects. But their internal process for handling these opportunities was slowing them down. Notifications came in from everywhere. Data lived in different apps. They realized that to keep growing, they needed to stop using spreadsheets and outdated tools. They needed a single digital home for their sales data.
We partnered with them to build a custom Zoho CRM system. This case study looks at the specific problems they had, the tools we built to fix them, and the numbers that show it worked.
The Challenge: Data Everywhere
The biggest issue was fragmentation. When your data is in five different places, you cannot see the full picture.
- Communication Silos: Project info arrived through too many channels. A sales rep might check email, then a spreadsheet, then an old CRM.
- Hard to Prioritize: Because data was scattered, the team couldn't easily see which opportunities were high-value.
- Manual Tracking: The team relied on spreadsheets. This is slow and leads to mistakes.
- Approval Delays: Getting a "yes" on a proposal took too long. There was no clear digital path for approvals.
The Project Goals
Aquachill wanted a Unified Platform with all data in one place. They also needed Standardized Processes to ensure every sales rep follows the exact same steps.
The Solution: A Custom Zoho CRM
We engineered the software to match Aquachill’s specific needs.
Standardizing with Blueprints
We used Zoho’s Blueprint feature to force a strict workflow. A deal cannot move to the next stage until specific data is entered.
Automating Routine Work
The system creates tasks automatically and sends reminders when a follow-up is due.
Record Locking
Once a deal reaches a certain stage, it locks to prevent unauthorized changes.
Dynamic Dashboards
Managers can now see deal status, employee activity, and overall business health at a glance.
The Results
Fewer opportunities slip through the cracks.
Deals close faster due to automated alerts.
Better decisions thanks to reliable data.
Conclusion
Aquachill replaced a messy, manual process with a scalable digital foundation. They stopped fighting their tools and started using them to grow. This project shows that the right CRM implementation doesn't just store data—it actively helps you sell better.