Magic Reno
Digitizing sales, project management, and multi-level quotation workflows for a leading property renovation company using the Zoho ecosystem.
Operational Complexity Across Renovation Sales & Project Delivery
Magic Reno handles high-volume renovation inquiries, multi-stage sales cycles, and complex project execution across residential and commercial clients. Their quotation process was heavily dependent on Word documents, making it difficult to ensure pricing accuracy, maintain consistency, and track revisions. With sales, estimators, project managers, and finance teams operating separately, the company needed a unified digital platform to support scalable growth.
Key Operational Challenges
- 1. Manual & Inconsistent Quotation Process
• Quotations were created manually in Word with no automation, causing inconsistent formatting, branding issues, and no real-time profit visibility. - 2. Fragmented Sales & Project Workflows
• Sales and project workflows were disconnected, with no automated project creation after deal closure and limited financial visibility. - 3. Lack of Automated Lead Nurturing
• Lead follow-ups relied on manual processes with no structured workflows or automated engagement, resulting in inconsistent lead quality tracking. - 4. No Real-Time Financial Insights
• Profit and project performance were calculated manually with no CRM–Books integration or centralized dashboards. - 5. Telephony System Not Integrated
• Calls were handled outside the CRM with no auto lead creation, call logging, or click-to-call functionality.
Zoho-Powered Digital Transformation
- 1. Advanced Multi-Level Quotation System on Zoho Creator
• Replaced Word-based quoting with a custom Zoho Creator module that automates profit calculations and generates client-ready quotes. - 2. Streamlined Sales Automation in Zoho CRM
• Customized CRM sales workflows with qualification fields and structured Blueprints for consistent deal nurturing. - 3. Automated Project Creation & Financial Sync
• Auto-created projects on deal closure and synced CRM Projects with Zoho Books for real-time financial visibility. - 4. Email Automation & Client Engagement
• Automated client communication workflows to improve lead nurturing and conversion consistency. - 5. Ringostat Telephony Integration
• Integrated Ringostat with Zoho CRM to enable auto-lead creation, call logging, and faster sales response.
Unified, Automated & Client-Ready Renovation Operations
Magic Reno now operates on a fully integrated Zoho ecosystem that centralizes sales, quoting, project management, and financial tracking. The custom multi-level quoting system has eliminated manual Word-based workflows, delivering accurate profit/loss insights and professional client-ready templates. Automated sales nurturing, telephony integration, and project-level financial visibility have significantly improved efficiency, response time, and decision-making. With streamlined processes and connected data, Magic Reno has strengthened its operational performance and enhanced the client experience across all renovation projects.