Client Overview
Client: inEazy
Industry: Interior Solutions & Custom Fit-Outs
As inEazy scaled its interior solutions business, the team faced growing complexity in managing highly customized projects involving room-wise configurations, variable dimensions, and dynamic pricing. Manual processes and disconnected systems began impacting speed, accuracy, and customer experience.
Business Challenges
1. Complex Quotation Process
Each interior project required:
- Room-wise configurations
- Variable dimensions
- Customized pricing structures
Manual quotation preparation was time-consuming, error-prone, and difficult to standardize, especially as project volumes increased.
2. Limited Customer Visibility
Customers did not have a structured way to:
- View quotations clearly
- Track project or room-wise details
- Interact digitally with the project data
This reduced transparency and increased back-and-forth communication.
3. Disconnected CRM & Finance Systems
The lack of deep integration between Zoho CRM and Zoho Books resulted in:
- Delays in invoice generation
- Inconsistent quotation and invoice templates
- Manual duplication of data
- Limited automation across sales and finance teams
Our Solution
To address these challenges, Varthak Technologies designed and implemented a custom quotation and customer interaction system using the Zoho ecosystem.
Custom Quotation Module
- Dynamic room creation within quotations
- Dimension-based pricing logic for accurate costing
- Fully customizable pricing structures per room and project
- Standardized and automated quotation generation
Customer Portal & Public Project Page
- A dedicated customer portal to view quotations and project details
- A public interaction page for easy access and transparency
- Improved customer experience with reduced dependency on manual follow-ups
Deep Zoho CRM & Zoho Books Integration
- Seamless data flow between CRM and Finance
- Automated invoice creation from approved quotations
- Custom invoice templates aligned with inEazy’s branding
- Elimination of duplicate data entry and manual errors
Business Impact
✔ Faster quotation turnaround time
✔ Improved accuracy in pricing and dimensions
✔ Enhanced customer transparency and engagement
✔ Automated invoicing with consistent templates
✔ Reduced manual effort across sales and finance teams
✔ Scalable system ready to support business growth
Technology Stack
- Zoho CRM – Sales and customer management
- Zoho Books – Automated invoicing and financial workflows
- Custom Module / Creator Logic – Dynamic quotation and pricing engine
- Customer Portal – Project and quotation visibility
Conclusion
By implementing a custom, automation-driven quotation and customer interaction solution, inEazy successfully transformed its sales and finance operations. The integrated Zoho ecosystem enabled scalability, efficiency, and a superior customer experience—allowing the team to focus more on design excellence and project delivery rather than manual operations.
