From a 50-field lead intake through partner portals, field technician site surveys, dynamic BOM-driven project templates, nearest-warehouse inventory routing, and stage-based payment milestones — one unified Zoho implementation covering every stage of a residential solar installation business, from first enquiry to final sign-off.
Leads arrived from websites, phone calls, and a network of partner companies. Before a lead could become a project, over 50 fields needed capturing across two phases: initial qualification and a physical site survey. Inventory was held in multiple regional warehouses. Payments collected at different milestones. And four distinct stakeholder types — internal sales, partner companies, field technicians, and installation teams — all needed secure, role-specific access.
Infomaze built a complete Zoho One implementation: CRM, Creator, Projects, Inventory, and Books integrated into a single automated workflow. Every user role has its own portal. Every stage transition triggers the right next action automatically — task creation, inventory BOM checks, payment invoicing, partner notifications. Nothing falls through.
Each product handles its own domain — but every stage transition in one triggers the right automated actions in others.
This is the production workflow as it runs today. Every handoff is automatic. Every stakeholder sees exactly what they need.
Every component designed to hand off to the next. None standalone.
With real-time pipeline and commission visibility in their portal, partner companies treated the client as a primary sales channel. Partner referral volume increased after go-live.
Before: every new installation required a PM to manually build or modify a task list. After: one adaptive template generates the exact right tasks automatically. The company can scale without adding PM headcount.
Direct-to-site procurement routing meant the right components were at the right location before the installation team arrived — without any coordination calls. Material delays: eliminated.
Following the US success, Infomaze built an equivalent Zoho One system for a residential solar installer in Australia — same core architecture, adapted for Australian compliance and supply chain. Second implementation: faster and more refined for having done it once.