Fit Mantra
Centralizing multi-channel fitness inquiries and automating sales, finance, and marketing operations using the Zoho ecosystem.
Managing High-Volume Fitness Inquiries Across Platforms
Fit Mantra was receiving inquiries from multiple digital platforms including Zoconut, Excel sheets, social media channels, website forms, and mobile applications. The lack of automation and a structured sales workflow made it difficult to track inquiry status, follow-ups, and conversions, resulting in inefficiencies and missed opportunities.
Problem Statement & Key Challenges
- 1. Inability to automatically capture inquiries from multiple online platforms.
- 2. Unstructured sales process with no clear inquiry-to-closure tracking.
- 3. Use of multiple tools such as Excel, Zoconut, and social platforms causing data duplication.
- 4. Poor visibility into inquiry status, follow-ups, and sales pipeline.
- 5. No centralized system for accounting, employee management, and marketing automation.
Proposed Zoho-Based Solution
- 1. Implemented Zoho CRM for end-to-end inquiry, follow-up, and sales pipeline management.
- 2. Integrated Zoho Books for centralized accounting and financial transaction tracking.
- 3. Automated inquiry capture from multiple sources into a single CRM system.
- 4. Designed structured sales stages with automated reminders and follow-ups.
Centralized Operations & Faster Conversions
Fit Mantra now operates on a unified Zoho ecosystem with complete visibility into inquiries, sales performance, financials, and marketing efforts. Automation eliminated manual lead handling, reduced follow-up delays, improved conversion rates, and enabled the team to focus more on customer engagement and business growth.