Consultycs DMCC, based in Dubai, specializes in business setup and company formation services for entrepreneurs and investors. With growing demand and multiple service touchpoints, the firm needed better visibility and coordination across sales and operations.
Improving Sales Visibility and Delivery Operations
Business Solutions powered by Zoho
Company Overview
Business Challenge
- Customer inquiries scattered across email, phone, and in-person channels
- Gaps between sales commitments and operational execution
- Heavy reliance on spreadsheets and manual tracking
- Limited real-time visibility into pipeline, delivery, and performance metrics
This led to delays, inconsistent customer experience, and operational inefficiencies.
Solution Approach
Workmates implemented a centralized business solution using Zoho One, integrating sales, operations, and reporting workflows.
Key applications implemented
- Zoho CRM
- Zoho Projects
- Zoho Flow
- Zoho Analytics
- Zoho Survey
- Zoho Books (integration)
What changed
- All leads and customer interactions were centralized in a single CRM
- Automated workflows connected sales activities with project execution
- Customer data collection was digitized and standardized
- Dashboards provided real-time visibility into pipeline, delivery, and performance
Outcomes & Impact
- Improved lead handling and sales pipeline visibility
- Better coordination between sales and operations teams
- Faster service delivery with reduced manual tracking
- Enhanced customer experience, leading to increased referrals
The centralized system enabled consistent execution and better decision-making.
Conclusion
By implementing structured processes supported by Zoho-powered applications, Consultycs DMCC transformed fragmented workflows into a unified, scalable operating model.
