2nd Floor, A-139, Sector 63, Noida 201309, Uttar Pradesh, India
A Delhi-based distributor received enquiries from IndiaMART, WhatsApp and phone calls but tracked them by memory, and invoicing sat in a separate system. Shyphan AI connected lead capture, follow-up automation and GST invoicing on Zoho CRM and Zoho Books.
A Delhi-based distributor received enquiries from IndiaMART, WhatsApp and phone calls but tracked them by memory, and invoicing sat in a separate system. Shyphan AI connected lead capture, follow-up automation and GST invoicing on Zoho CRM and Zoho Books.
| What | Zoho CRM and Zoho Books for a Distributor |
|---|---|
| Who | Shyphan AI Solutions, Zoho Premium Partner and Odoo partner, Sector 63, Noida |
| Where | Delhi NCR on site, all of India remotely |
| How | Discovery, fixed-scope quotation, phased delivery, training and support; India-ready setup with GST, WhatsApp, IndiaMART and Razorpay |
| Contact | +91 95651 53545, contact@shyphan.com |
A Delhi-based distributor received enquiries from IndiaMART, WhatsApp and phone calls but tracked them by memory, and invoicing sat in a separate system. Shyphan AI connected lead capture, follow-up automation and GST invoicing on Zoho CRM and Zoho Books.
Enquiries arrived through IndiaMART, WhatsApp and calls to individual salespeople. Follow-ups depended on who remembered, quotes were typed in Word and invoices were raised again in accounting once an order closed.
Management had no view of the pipeline, could not tell which lead sources converted and only learned about lost enquiries when a customer bought elsewhere.
We designed a single sales pipeline in Zoho CRM with automatic lead capture from IndiaMART and the website, round-robin assignment and a WhatsApp first response within minutes of every enquiry.
Quotes are generated from CRM with GST-ready templates and convert into Zoho Books invoices in one click. Payment reminders with payment links go out automatically, and payment status flows back to the deal.
Representative engagement. Client names and figures are withheld; outcomes are described qualitatively.
Tell us what you run today. A senior consultant from our Noida team replies within one working day with scope, timeline and a clear quote.
Book a ConsultationGST-compliant cloud accounting for Indian businesses, implemented and migrated from Tally by Shyphan AI.
inventory, purchasing, sales, credit control and multi-branch finance in one connected system.
Capture every IndiaMART enquiry in Zoho CRM automatically, assign it, respond on WhatsApp and track which leads become o.
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Odoo Sales with GST quotations and customer-wise price lists.
Odoo Manufacturing, Odoo Inventory & Purchase, Odoo Accounting, Odoo CRM & Sales.
discovery workshops and process mapping across five departments through to hypercare and a support retainer after go-live.
One connected system replacing whiteboards, registers and spreadsheets.
Proposals and engagement status lost in inboxes.
Zoho CRM for proposals, referrals and client accounts.
Zoho One, Zoho Projects, Zoho People, Zoho Books.
process design workshops with partners and delivery leads through to role-based training and monthly adoption reviews for the first quarter.
Time captured daily against engagements and billed on schedule.
Share a few details and we will reply with a practical recommendation, timeline and a clear quote.
Talk to Shyphan AI about your Zoho, Odoo, ERP, CRM or automation requirements and discover the right technology approach for your business.
Written and reviewed by Vikas Saroj, Co-Founder and COO of Shyphan AI Solutions, a Zoho Premium Partner and Odoo partner in Noida. Figures come from Shyphan AI's partner console and delivery records. Last reviewed 28 September 2026.
Top Zoho Partner, MEA, Q3 2026. Headquartered in Sector 63, Noida, Delhi NCR.
Share a few details and a senior consultant from our Noida team replies within one working day.
