Centralising Sales, Projects & Customer Communication with Zoho One — KloudWiFi Case Study

Company Overview

KloudWiFi is a growing connectivity solutions provider offering internet and networking services to customers across multiple regions. As the business scaled, KloudWiFi required a unified platform to manage sales, projects, customer communication, and financial operations efficiently.

Executive Summary

KloudWiFi was using multiple disconnected applications to manage CRM, project execution, finance, payroll, and customer communication. This resulted in data silos, operational inefficiencies, and limited visibility across teams.

To overcome these challenges, Dhruvsoft implemented Zoho One as a centralized business operating system. The solution included Zoho CRM, Zoho Projects, Zoho Books integration, and a custom WhatsApp (Weblas) integration, along with seamless migration from legacy systems such as Vtiger CRM.

The new system provided KloudWiFi with a single source of truth, automated workflows, and real-time visibility across sales, projects, finance, and customer engagement.

Evaluation of the Challenges

After a detailed evaluation, it was clear that KloudWiFi required:

• A centralised platform to unify sales, projects, finance, and communication
• Migration from legacy CRM (Vtiger) without losing data or automation
• Seamless CRM–Project–Finance integration
• WhatsApp messaging is integrated directly into CRM for customer communication
• A scalable solution to support future growth

Zoho One was identified as the ideal solution to meet these requirements.

Proposed Solution

Dhruvsoft proposed a complete Zoho One implementation, including:

• Zoho CRM for sales and customer lifecycle management
• Zoho Projects for end-to-end project tracking
• Zoho Books integration for financial visibility
• Custom WhatsApp (Weblas) integration with Zoho CRM
• Data migration from Vtiger CRM to Zoho CRM
• Workflow automation across sales, projects, and finance

Implementation Approach

Zoho One Upgrade

KloudWiFi was already using Zoho Books and Zoho Payroll. These applications were upgraded into Zoho One, enabling access to additional Zoho apps under a single subscription.

Zoho CRM Implementation

Zoho CRM was implemented as the core system to manage the entire customer lifecycle:

• Zoho CRM was implemented to track Prospects, Manage Accounts and Contacts and Track the Sales Pipeline / Quotes
• Migration of all data from Vtiger CRM to Zoho CRM
• Replication of existing fields, layouts, and workflows from Vtiger
• Custom automation to support KloudWiFi’s sales process
• Role-based access control for sales and management teams

Zoho CRM now serves as the central hub for all customer and sales-related activities.

Zoho Projects Implementation

Zoho Projects was implemented to manage operational and delivery workflows:

• Used for end-to-end project management
• Task tracking, milestones, and progress monitoring
• Allocation of work across teams
• Visibility into project status for management

CRM–Projects Integration

A seamless integration was implemented between Zoho CRM and Zoho Projects:

• On Deal Closure in Zoho CRM, create a corresponding Project is created in Zoho Projects
• Ensures smooth handover from sales to operations
• Eliminates manual project setup and data duplication

Zoho Books Integration

Zoho CRM was integrated with Zoho Books to provide financial visibility:

• Access to customer financial data directly from CRM
• Improved coordination between sales and finance teams
• Streamlined invoicing and payment tracking

WhatsApp (Weblas) Integration

A custom Weblas (WhatsApp API) integration was implemented with Zoho CRM:

• Send WhatsApp messages directly from Zoho CRM
• Automated customer notifications and updates
• Improved response time and customer engagement
• Centralized communication history within CRM records

Results & Business Impact

After implementing Zoho One, KloudWiFi achieved:

• A fully centralized business system using Zoho One
• Successful migration from Vtiger CRM to Zoho CRM
• Improved collaboration between sales, projects, and finance teams
• Automated project creation from closed deals
• Real-time financial visibility inside CRM
• Enhanced customer communication through WhatsApp integration
• Reduced manual effort and improved operational efficiency
• Scalable platform to support future growth

Conclusion

By implementing Zoho One, Dhruvsoft helped KloudWiFi transform its fragmented systems into a unified, automated, and scalable business platform. The integration of Zoho CRM, Zoho Projects, Zoho Books, and WhatsApp (Weblas) enabled KloudWiFi to streamline operations, improve customer experience, and gain complete visibility across the organization.

This successful digital transformation positions KloudWiFi for sustained growth and operational excellence.

Ready to Run Your Business on One Unified Platform?

Running sales, projects, finance, and customer communication on separate tools slows growth and limits visibility. With a well-architected Zoho One implementation, service providers like KloudWiFi can operate from one unified system—without data silos or manual handovers.

We help growing connectivity, IT, and service-driven organizations centralize CRM, project execution, finance, and customer messaging through Zoho One—enhanced with custom integrations like WhatsApp and seamless migration from legacy systems.

If you’re planning to scale operations, improve cross-team collaboration, or replace fragmented platforms with a future-ready solution, our Zoho experts can guide you end to end.

Let’s design a Zoho One ecosystem that works as one system—just like your business should.