Client & task
A UK-based stone and surface installation specialist engaged Inventya to digitise its manual sales and operational processes. The business required a unified cloud platform to manage enquiries, quotations, scheduling, and installations while improving visibility and eliminating duplication.
Our approach
Inventya implemented a cloud-first CRM solution using Zoho CRM Plus, redesigning data structures and automating the full enquiry-to-installation workflow.
We migrated legacy customer and job data, configured structured sales and operational blueprints, and developed a custom Node.js middleware integration to synchronise the CRM with the client’s legacy operational system.
Interactive dashboards and tailored training ensured strong adoption and real-time performance insight across teams.
USP 1
USP 2
USP 3
The Results
Inventya delivered a fully integrated cloud CRM and workflow platform that replaced fragmented manual processes across sales, scheduling, and installation operations. The solution improved data reliability, reduced administrative effort, and gave management full visibility across the service lifecycle.
60%
Faster enquiry-to-installation workflow
100%
Unified operational visibility across teams
Sed fringilla gravida lorem, id rhoncus justo egestas sed. Nulla sagittis vel ante sit amet neque non tellus interdum tincidunt eget eu odio. Awesome!
