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Case Studies

Explore Our Success Stories with ZOHO

7-12 Suvidha, a legal services firm specializing in land records, faced challenges with data management, real-time updates, and omnichannel communication. Aurnex implemented a solution leveraging Zoho CRM, Workdrive, SalesIQ, and Flow. This solution centralized data, enabled real-time updates, improved document management, and facilitated omnichannel communication. By leveraging these Zoho products, Aurnex helped 7-12 Suvidha streamline operations, enhance customer experience, and drive business growth.

Kotak Logistics, a leading logistics provider, faced challenges in managing international shipments, including complex currency conversions, inefficient lead management, and limited data analysis. Aurnex implemented a comprehensive solution leveraging Zoho CRM, Analytics, WorkDrive, Cliq, and Sign. This solution streamlined quote generation, improved lead tracking, and provided valuable insights into sales performance. By centralizing data, automating workflows, and enhancing collaboration, Aurnex helped Kotak Logistics improve operational efficiency, reduce costs, and drive sustainable growth.

TSK Academy, an international training and consultancy firm, faced challenges with data tracking, lead nurturing, and payment processing. Aurnex implemented a comprehensive solution using Zoho CRM, SalesIQ, Flow, Forms, Sites, Billings, Books, Checkout, Campaigns, and Backstage. This integrated platform enabled data-driven decision making, automated workflows, streamlined payments, and improved customer engagement. By leveraging the Zoho Marketing Suite, Aurnex helped TSK Academy enhance operational efficiency, increase revenue, and achieve its mission of empowering individuals and organizations.

SKMEI, a watch manufacturer, faced challenges with inventory management, e-commerce integration, and sales returns. Aurnex implemented Zoho Inventory to address these issues. This solution included a custom module developed by Aurnex to automate sales return processing. By centralizing inventory data, integrating with e-commerce platforms, and streamlining returns, Aurnex helped SKMEI improve operational efficiency, reduce errors, and gain better control over its inventory and sales.

Global Satellite faced challenges with manual invoicing, late fee tracking, and account statement generation. Aurnex implemented a solution using Zoho Books and Zoho Creator. This solution automated late fee invoicing, generated monthly invoices, and provided real-time financial insights. Aurnex integrated custom scripts in Zoho Creator to automate late fee calculations and generate invoices. This resulted in improved efficiency, reduced operational costs, and increased revenue for Global Satellite.

Virtual Building Studio, an architectural and engineering firm, faced challenges with HR processes, including manual onboarding and data inconsistencies. Aurnex implemented Zoho People to streamline onboarding, integrate with their ERP system, and provide real-time employee data. By automating workflows, centralizing data, and providing valuable insights, Aurnex helped Virtual Building Studio improve HR efficiency, enhance employee experience, and make data-driven decisions regarding their workforce.

TrendyTech, a fast-growing EdTech company based in Bangalore with learners across 23+ countries, struggled with manual payment handling, invoicing delays, and limited support for dynamic pricing and multi-currency transactions. Aurnex designed and implemented a fully automated payment-to-invoice system using Zoho Forms, Zoho Books, and Razorpay. The solution enabled course- and student-specific pricing through dynamic URLs, enforced fixed payment amounts, and supported INR, USD, and other currencies seamlessly. Automated webhooks validated payments and generated GST-compliant invoices instantly, eliminating manual intervention. As a result, TrendyTech achieved 100% automation, accurate reconciliation, improved student experience, and significant operational efficiency for their admissions and finance teams

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.