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Streamlining Operations With Zoho CRM, Desk & Creator

Business Challenges:

Kinara Capital faced several challenges that impacted their growth and profitability. They lacked a centralized CRM
system, which resulted in a disjointed customer experience and inefficient sales processes. They also faced challenges
with integrating their existing Zoho Desk and Expense Management tools with their CRM system, which led to data
duplication, errors and reduced productivity. Additionally, they needed customized applications on the Zoho Creator platform to support their unique business processes.

Discover more of our work, client stories

How Aarialife and Zoho Transformed University Operations

The university struggled with outdated business processes. Manual fee collection, fragmented student records, and siloed departments led to inefficiencies. The partnership with Aarialife introduced Zoho as a unified solution. This move transformed their operations. The university now has an efficient

Reduction in Administrative Time

Decrease in Outstanding Dues

Improvement in Student Retention

Unlocking Growth: How a Financial Advisory Firm Transformed with Zoho

Before adopting a unified digital ecosystem, a prominent financial advisory firm managing over ₹75 crores in assets faced significant operational hurdles. Client data was scattered across disparate spreadsheets, outdated systems, and various communication channels. This led to a disjointed client

Admin Cost Reduction

Data Entry Error Reduction

Client Satisfaction Increase

How a Mutual Fund Advisory Firm Leveraged Zoho Suite for Scalable Growth

A leading mutual fund advisory firm transformed its client onboarding, servicing, and engagement by implementing Zoho CX Suite. By automating KYC workflows, SIP reminders, and client support, the firm reduced onboarding time by 40% and improved service response times drastically.

Reduction in client onboarding time

Automation of SIP communications

Hrs

Response time from 24 Hrs