Beautex Industries: From HubSpot and Excel Job Cards to One Connected Zoho Workflow
The Challenge
Beautex was running on tools that could not scale with the business, and none of them talked to each other:
- Sales tracked in a CRM that offered limited customisation for how Beautex actually worked
- Job cards maintained by hand in Excel, with duplicated data and no real-time tracking
- Customer support handled over email, with no ticket tracking and no accountability
- No standardised sales process or approval stages, so every rep worked differently
- Marketing campaigns run manually, with no segmentation and no way to measure performance
The Solution
ITOTCloud Systems implemented a connected Zoho ecosystem across sales, service and marketing.
Zoho CRM
- Leads, accounts, deals and communication centralised on one platform
- A Blueprint-driven sales process requiring document uploads and approvals at each stage before a deal can progress
- A custom Job Card module: marking a deal Won creates the job card automatically, carries the project details across and notifies operations — with no manual handoff
Zoho Desk
- Email complaints converted into trackable, categorised and prioritised tickets
- Automatic escalation for tickets left unresolved
- Blueprint approval required before a critical ticket can be closed
Zoho Marketing Automation
- Multi-channel campaigns across email and WhatsApp from one platform
- Automated customer journeys driven by lead behaviour and enquiry stage
- Two-way sync with CRM for lead, contact and campaign data
- Segmented audiences for targeted messaging
The Outcome
- Sales to execution now runs end to end without a manual handoff
- Blueprint controls enforce standardised, auditable approvals at every stage
- Management sees sales, job cards, tickets and campaigns in real time from one system
- Support tickets are tracked, escalated and closed with clear ownership, instead of getting lost in email
- Marketing runs on automated, segmented journeys rather than one-off manual sends
What the Client Said
“ITOTCloud has been instrumental in developing custom modules tailored to my business needs. Abhishek leveraged the full potential of Zoho CRM’s functionalities to organise processes at Beautex Industries. Special thanks to the Zoho team for providing such a flexible and adaptable platform.”
— Aarush Dhody, EVP, Beautex Industries
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.