CoralMetrix Case Studies

01 · Zoho One · Healthcare Manufacturing

Zoho One Implementation for a Dental Appliance Manufacturer

The client is a mid-sized dental appliance vendor specialising in orthodontic devices, prosthetics and other oral healthcare products. Its business model involves dentists and end-patients, a distributor network and compliance with healthcare standards. Despite steady growth, the vendor faced challenges managing sales, customer service and internal coordination across teams.

Our Work

CoralMetrix completed a full Zoho One implementation covering Zoho Books, Inventory, People, Payroll, CRM, Commerce, Social and Thrive.

02 · Expense Management · Marketing

Zoho Expense for a Marketing Consultancy Firm

A mid-sized marketing consultancy specialising in brand strategy, digital campaigns and event management required frequent payments to third-party vendors, advertising platforms and freelancers, along with travel-related expenses for client assignments. Revenue was project-based, while expenses were continuous and varied.

Our Work

CoralMetrix manages reimbursements incurred on turnkey marketing projects, converting them into reimbursement invoices and collecting them from the end customer using Zoho Expense.

03 · Finance Operations · E-commerce

Order-to-Cash Process Services for an E-commerce Supplier

A mid-sized online reseller selling mobile phones through e-commerce portals required a custom process for recording sales and sales orders, preparing MIS reports for returned or cancelled orders, and reconciling payments received from e-commerce platforms.

Our Work

CoralMetrix managed the order-to-cash process, including monthly MIS reports and returns and receivables reports.

04 · People Operations · HR Services

Hire-to-Retire Process Services for an HR Recruitment Firm

An HR consultancy startup required an end-to-end outsourced hire-to-retire process, with payroll, PF, appointment, separation and settlement of dues fully managed by CoralMetrix.

Our Work

CoralMetrix used a combination of online tools, including Zoho People and Zoho Payroll, to address the client’s process requirements.

05 · Zoho CRM · Financial Services

Zoho CRM Transformation for a Financial Investment Consulting Firm

A financial investment consulting firm managed client relationships and internal operations across spreadsheets and disconnected systems. Client and prospect data was fragmented, with duplicates and inconsistent records, and the firm had no structured way to measure how its consultants were performing against their goals.

Our Work

CoralMetrix implemented Zoho CRM end-to-end: data remediation to clean, standardise and de-duplicate legacy records; a data synchronisation middleware to keep CRM in step with the firm’s existing systems; and development of operational dashboards inside Zoho CRM for employee performance tracking and achievement monitoring.

06 · Accounting & MIS · Residential Community

Live on-site engagement

Accounting and MIS for a Large Villa Community

A large villa community handled day-to-day accounting across spreadsheets and separate registers, with maintenance collections, vendor commitments and payroll instructions tracked by different people. The association needed accurate books, timely statements and management reports that could be reviewed at any time.

Our Work

CoralMetrix runs the community’s complete accounting cycle on-site and live: invoicing, payment processing, salary instructions, day-to-day book-keeping, maintenance invoice generation, reconciliation, vendor payments and generation of MIS reports for the managing committee.

07 · DPDP Compliance · HR Services

Consent Management System (DPDP) Implementation for an HR Recruitment Firm

An HR recruitment firm handles personal data across a large pool of candidates, consultants and clients — resumes, contact details, payroll and identity records — collected through many channels over time. With the Digital Personal Data Protection framework in force, the firm needed a clear picture of what personal data it held and on what basis, plus a repeatable way to seek, capture and evidence consent.

Our Work

CoralMetrix consulted on the firm’s Record of Processing Activity, automated its consent campaigns through email and WhatsApp-based consent capture, and delivered a cloud-based Consent Management System covering the personal data register, vendor registration and data source capture.