Panamera Events: One Platform for Bookings, Vendors, Crew and Cash
The Challenge
Event work moves quickly, and Panamera was running it on spreadsheets, email and WhatsApp, with nothing joining one department to the next:
- Client enquiries, event logistics, vendor coordination and finances handled across spreadsheets, email threads and WhatsApp — duplication, errors and slow follow-up
- Leads, bookings, vendor contracts, finance records, attendance and payroll scattered across disconnected systems, with no unified dashboard
- Invoicing, payments, reimbursements, payroll and expense claims all delayed for want of a structured workflow
- Manual, unsegmented marketing, where campaign leads never reached the sales pipeline
- Plans to take on more events, clients and vendors, on a setup that could not scale to meet them
The Solution
ITOTCloud Systems deployed the full Zoho One suite in three phases over roughly six months, sequenced to avoid disrupting live events.
CRM and sales — Zoho CRM
- Customised modules for event lead capture, the vendor database, client contracts and the booking lifecycle
- Blueprint-driven stages from lead to enquiry, proposal, booking and execution, with automated follow-ups and task notifications
- Dashboards and forecasting for pipeline, bookings and revenue by event type
Finance — Zoho Books
- Bookkeeping, GST compliance, invoicing and payment tracking, with a booking in CRM triggering the invoice automatically
- Bank feeds, automated reconciliation and payment-collection reminders
HR and payroll — Zoho People + Payroll
- Geo-fenced attendance for event-site crew, leave management and shift scheduling
- Payroll brought in-house and connected directly to attendance data
Expense — Zoho Expense
- Mobile travel and expense claims for event teams, with GPS logs, vendor bill uploads and approval workflows posting straight to Books
Communication and documents — Zoho Cliq + WorkDrive
- Structured team channels for sales, operations, creatives, vendor coordination and HR, with reminder bots
- A central document repository organised by client, event, vendor and execution, with version control and permissions
Marketing — Zoho Campaigns + Social
- CRM-integrated segmented lists for past clients, corporate clients, brand activations and agencies, with drip campaigns
- Scheduled social posting with lead capture into CRM, and campaign ROI tracked on CRM dashboards
The Outcome
- Higher CRM adoption across sales and operations, working to structured booking workflows rather than ad-hoc tracking
- Faster invoice generation and more proactive payment follow-up
- Real-time visibility of pipeline, bookings, revenue, crew utilisation and expenses
- Attendance and payroll streamlined through geo-fenced tracking, with fewer manual errors
- Faster expense reimbursement through mobile claims
- Better lead capture and conversion tracking from marketing
- Stronger internal collaboration through Cliq and WorkDrive, with far less version confusion
- A platform ready to take on more events, clients and vendors
What the Client Said
“Over the years, Tushar Atre and I have always believed that passion needs structure to scale — and that’s exactly what we’ve strived for at Panamera Events & Productions.
We’ve been on Zoho Books and CRM for nearly five years, but recently, with the help of the amazing team at ITOTCloud Systems Pvt. Ltd., we took a big leap forward by implementing Zoho One across our organisation.
Their understanding, commitment and clarity made the transition not just smooth, but truly empowering for our team. It’s not just about software — it’s about making better decisions, streamlining workflows and building a foundation for growth.
If you’re a business owner or decision-maker exploring how Zoho can transform your systems, I highly recommend connecting with ITOTCloud Systems. Their approach is collaborative, hands-on and strategic.”
— Vaibhav Deo, Founder & Partner, Panamera Events & Productions ★★★★★
Running Zoho, or thinking about it? We work with manufacturing, automation and services businesses across Pune and India. Tell us where your process breaks and we will tell you plainly whether Zoho fixes it.