Case Studies
Explore Our Success Stories with ZOHO








Dr. Ravi Rao, a well-known astrologer based in Ahmedabad, operated through a complex structure of 7–8 entities, including proprietorships, partnerships, and HUFs. Despite strong revenues, he lacked consolidated visibility into income, profitability, cash flows, inter-entity transactions, and credit liabilities, as accounting was primarily compliance-driven. Aurnex designed and implemented a structured multi-entity finance system using Zoho Books and Zoho Analytics, with standardized charts of accounts, clear segregation of personal and business expenses, and entity-wise banking and loan tracking. All entities were integrated into Analytics to deliver real-time, consolidated dashboards for P&L, receivables, payables, expenses, and cash positions. The solution delivered near-complete financial transparency, eliminated manual consolidation, saved significant reporting time, and enabled faster, data-driven decision-making across all entities.

Palazzo Furnitures, a premium furniture manufacturer and luxury showroom based in Ahmedabad, managed a high volume of B2C and B2B enquiries originating from various client types. Due to scattered enquiry sources, inconsistent follow-ups, unstructured handling of custom furniture requirements, and limited visibility into site visits and sales progress, the sales team faced challenges in tracking opportunities and closures effectively. Aurnex designed and implemented a centralized sales management system using Zoho CRM, with customized enquiry fields, activity tracking, geolocation-based site visit monitoring, and quotation-to-deal workflows. Management dashboards and performance reports provided real-time visibility into enquiries, follow-ups, and conversions. The solution significantly improved enquiry tracking discipline, enhanced sales team productivity, ensured clear ownership, and delivered better management oversight across the entire sales lifecycle..

Radant Sensors LLP, an agritech organization delivering AI-powered soil intelligence through its SoilX platform, operated a high-volume soil testing model involving farmers, AgroShops, and field agents across Gujarat. However, the absence of a centralized backend made payment collection, invoicing, commission management, royalty tracking, and report delivery manual and inefficient. Aurnex designed and implemented an end-to-end automation using Zoho Forms, Zoho Books, Zoho CRM, and WhatsApp integration, tightly coupled with the soil testing machine. The solution enabled real-time UPI payments, automated invoicing, prepaid credit management for AgroShops, commission and royalty calculations, and instant delivery of white-labeled soil reports. The implementation delivered scalable operations, GST-compliant accounting, improved transparency, and a significantly enhanced experience for farmers and partners.

TechnoDoc Solutions, an IT consulting and managed services provider, was operating with fragmented tools and manual processes across sales, customer support, HR, operations, and finance. This limited visibility, slowed response times, and increased operational overhead. Aurnex implemented Zoho One as a unified business ecosystem, consolidating CRM, ticketing, HRMS, project management, finance, and collaboration tools into a single platform. The solution streamlined inquiry management, automated customer support workflows, enabled structured HR and project tracking, and simplified billing and payments. Real-time dashboards provided leadership with complete operational visibility, while teams gained flexibility and accountability in daily activities. The implementation delivered higher efficiency, improved service delivery, and a scalable foundation for TechnoDoc’s growth.



