Zoho ERP
Inventory, MRP, production and GST in one system, from the shop floor to the books.
Zoho CRM
From lead to payment, every deal has a clear next step.
Zoho Books
GST-ready accounting, bank feeds and a clean month-end close.
Authorised Dealer · Kirloskar Powergen
Zoho CRM for a Kirloskar genset dealer:
from a flat register to one operating system.
Digiwah rebuilt Kumar Powers on Zoho CRM in about four weeks. Sales, installation, service, accounts and the owner now work in one system, with one-click branded quotations, a complaint ticket board and six live dashboards that refresh every minute.
- !What needs you today•••
- ₹Cash to collect₹ ••,•••
- ◆Big money in play₹ •,••,•••
- ▼Funnel drying up••
- ⚙Complaints open••
- ↻Renewals & follow-ups••
Kumar Powers, a Kirloskar Powergen dealer in New Delhi
Kumar Powers (Kumar Generator House) is an authorised dealer for Kirloskar Powergen in New Delhi. They sell, install, commission and service diesel generator sets from 2.8 kVA to over 1000 kVA, along with panels, transformers, servo stabilisers, battery energy storage and solar.
Every order passes through three teams before it is finished. The owner wanted to see all three in one place, every day, without calling anyone.
A CRM used as a list of names, and the rest in Word, calls and WhatsApp
Kumar Powers already had a CRM, but it was only a flat customer register. Quotations, proforma invoices and purchase orders lived in separate Word files. Complaints lived in phone calls. The owner had no report, so to know the day's position he called each person.
Quotes typed in Word
Several quotation formats, with the standard terms and annexures copied by hand every time.
PI and PO not linked
Proforma invoices and purchase orders were separate files with no link back to the deal.
No pipeline, no gate
A deal could be marked won with no PO copy and no advance in hand.
Complaints on WhatsApp
Nothing showed which jobs were open, who was on them, or what the customer signed off.
Bulk legacy data, cleaned into a Zoho CRM people can search
We moved the full legacy client base into Zoho CRM in bulk, split into Contacts and de-duplicated company Accounts. Companies were matched on a cleaned name key, so everyone from one firm now sits under one Account instead of scattered duplicate records.
- Old leads re-assigned owner by owner from the client's own sheets, so every live lead has a name on it
- Lead Source rebuilt as one clean list shared by Leads and Contacts
- Product catalogue built from the client's rate list, by category, with kVA-wise genset ratings and engine details
s•••builders
Three Zoho CRM pipelines, and rules no deal can skip
Leads and Deals were redesigned around the client's own enquiry format: kVA, site type, site location, requirement and lead source, mandatory where it matters. Each pipeline stage uses the client's own words.
The Won gate
No PO copy and advance, no Won. No reason, no Lost. The same rule guards imports and API updates.
24-hour lead handover
If a salesperson does not touch a new lead in 24 hours, it moves to the next person with a note and a pop-up. Migrated leads are excluded.
One custom Zoho CRM screen instead of jumping between tabs
Deal 360 is a custom widget that opens from any deal. Health, follow-ups, the full timeline, the key editable fields and every document for the customer sit on one screen. Lead 360 does the same for leads before conversion.
- Call Customer asked for 3-phase option
- Email Quotation PDF sent
- Stage Site survey → Quotation
- Task Site survey completed
- Note Foundation ready by month end
- Health score out of 100
- Next follow-up date
- Always-open follow-up composer
- One merged timeline
- Click-to-edit fields
- Quotes, PI, PO created and sent here
Branded quotations from Zoho CRM in a few clicks
The Create Quote form pulls the customer, address, phone and kVA from the deal and picks the right template from the rating. The branded PDF opens the moment the quote is saved, and one click emails it with the salesperson's own name and mobile.
- Product-wise quotation templates on one base: Genset, BESS, Solar, Dual Fuel, Panel, Transformer, Gas Genset, AMC, Service Estimate, Pump, UPS and more
- A product not in the catalogue is added to Products automatically, so the catalogue grows from real quotes
- Proforma Invoice with its own numbering series, amount in words, bank details and a 3-phase / 1-phase picker
- Purchase Order in the client's own purchase format, with vendor add-on-the-fly and GST
- Yearly numbering per document: QTN, PI and PO, per financial year
Branded letterhead
A complaint ticketing board inside Zoho CRM
Zoho's pipeline limit was already used by Sales, Installation and Commissioning, so we built a custom Complaints module from scratch, with an automatic ticket number on every complaint. The Complaint Desk is a drag-and-drop board. Dragging a card updates the CRM, and visit and resolve dates stamp themselves.
Received
Visit scheduled
Technician assigned
Pending
Resolved
Sign-off
Six live Zoho CRM dashboards, one for every role
Instead of stock reports that people stop opening after a week, every role got its own live desk inside Zoho CRM. Each desk refreshes every 60 seconds (paused while someone is typing or dragging), has Today, Week and Month views, and every number clicks through to the record behind it. Charts are drawn in-house, with no outside chart library, so they load fast inside Zoho.
For the owner only: the whole company, for any date range.
Funnel
What each person did
- Enquiries by source, requirement and kVA asked for
- Quotations by person, kVA and template
- Discipline checks: silent leads, missed follow-ups, 24-hour handovers
- Why we lost, top customers, complaints open by technician
For each salesperson: my quotes, my leads, my day.
Quotes per week
New leads not worked yet
- My pipeline by stage and where my leads come from
- Quote outcomes with win rate
- Each quote opens its PDF in one click
For installation and purchase, built on the client's own installation checklist.
Margin per site, thinnest first
Where the material is
- Purchase cost vs order value: margin and margin % per site
- Customer-update status with one-click stamps
- Vendors by orders, spend and open orders
For service and commissioning: what needs you now.
Complaints per month (click a bar)
What is breaking, by product
- Resolved this month vs last month
- Where the open jobs stand
- Any month's complaints open in a side drawer
For the service team: every complaint, live.
Received
Visit
Technician
Pending
Resolved
Sign-off
- Drag-and-drop status board with search and filters
- Side-panel editing
- New complaint in a pop-up
For accounts: who pays, and when.
- Card list with a coloured status dropdown, overdue first
- Add and edit inline
Illustration of the desk layouts. Client figures are masked.
A working day at Kumar Powers, run by Zoho CRM
Who sees what
Every team member has a role on Zoho One. Each profile sees only its own tabs and desks. Staff cannot delete, import, export or mass-update. Tasks stay private per person, and the owner sees everything through the role hierarchy.
Built from the client's real documents, live in small steps
Real documents first
We started from the client's own old quotations, proforma invoices, stage list, product list and email drafts, not a generic template.
Same-day changes
Every change was built, tested on a live record and shown the same day. A point sent on WhatsApp is usually live within hours.
Light screens
Things that never change are folded away. Dropdowns instead of long lists, card rows with colour status instead of wide tables.
Past stock limits
Kiosk Studio for the Won dialog, Client Scripts for stage control, Deluge for PO files and PDF emails, custom widgets for every desk. Zoho's standard screens still work for anyone who prefers them.
What changed for Kumar Powers
One system
Sales, Installation, Service, Accounts and the Owner on Zoho CRM. No Word files, no separate sheets.
Quotes in a few clicks
Right template, right letterhead, PDF and email in one go.
No Won without PO and advance
And no lost deal without a reason.
No lead idle past 24 hours
Untouched leads move to the next person automatically.
Every complaint tracked
A ticket, a technician, a visit date, a resolve date and a sign-off.
The owner stops calling around
One email at 8 AM and one screen during the day.
- Zoho CRM Enterprise (Zoho One)
- Custom modules: Complaints, Payments
- 3 Deal pipelines
- Custom widgets: Deal 360, Lead 360, Create Quote, 6 desks
- Inventory templates: Quotes, PI, PO
- Deluge functions and schedules
- Workflow and validation rules
- Client Script
- Kiosk Studio
- Zoho REST API
- Legacy CRM data migration
Core system live in about 4 weeks. Still being extended feature by feature with the client.
Zoho CRM for genset and power equipment dealers: common questions
How long did the Kumar Powers Zoho CRM implementation take?
The core system went live in about four weeks. Digiwah continues to extend it feature by feature with the client, and most change requests go live within hours.
Can Zoho CRM create branded quotations, proforma invoices and purchase orders?
Yes. For Kumar Powers, Digiwah built a Create Quote form that pulls the customer details from the deal and picks the right product template. The branded PDF opens on save and can be emailed to the customer in one click. Proforma invoices and purchase orders are created from the same deal, each with its own numbering series.
Can Zoho CRM handle complaints and service for a genset dealer?
Yes. Digiwah built a custom Complaints module with automatic ticket numbers and a drag-and-drop Complaint Desk running from Received to customer Sign-off. Visit and resolve dates stamp automatically.
How does the 24-hour lead handover work in Zoho CRM?
If the assigned salesperson does not touch a new lead within 24 hours, Zoho CRM moves it to the next person with a note and a pop-up. The Sales Desk flags these leads at 20 hours, before the handover happens. Migrated legacy leads are excluded.
What dashboards did Digiwah build inside Zoho CRM?
Six live role desks: CEO, Sales, Ops, Service, Complaint and Payment. Each refreshes every 60 seconds, has Today, Week and Month views, and every number opens the records behind it.
Run sales, installation and service on one Zoho CRM.
We start from your real quotations, stages and reports, build in small live steps, and stay until your team owns it.