The Kikar Lodge is India’s first private forest resort, nestled in the foothills of the Shivaliks in Punjab. Known for its eco-friendly luxury and adventure-driven experiences, the resort offers guests a unique blend of relaxation and activities such as wildlife safaris, zip-lining, and spa retreats. With well-appointed rooms and villas, The Kikar Lodge has become a preferred getaway for travelers seeking both comfort and adventure in a natural setting.
Key challenges faced by The Kikar Lodge
As their Zoho implementation partner, we delivered a fully customized Zoho CRM Professional setup designed to centralize operations, eliminate manual errors, and provide real-time visibility. Our solution addressed the lodge’s most pressing challenges and built a scalable foundation for growth:
Centralized Room Inventory Management
We created a dedicated Rooms module in Zoho CRM, functioning as a live digital inventory. This allowed the sales and reservation teams to track the status of all 42 rooms in real time, eliminating the risk of double-bookings and confusion across locations.
Hybrid Booking & Visual Calendar System
A new Deals module was designed for managing reservations, supported by a custom Cohort Report. This gave the front-desk team a calendar-style, visual overview of room availability—replicating the familiarity of Excel but with the efficiency of an automated system.
Automated Workflows for Efficiency
Intelligent workflows were configured to update room status instantly when a booking was confirmed, create reservation records automatically, and release rooms back into inventory upon checkout. This removed dependency on manual updates and reduced human error.
Seamless WhatsApp Integration
Through the WhatsApp Business API, we enabled automated, pre-approved customer communication for booking confirmations, check-in notifications (including WiFi details), check-out thank you messages, and scheduled greetings for special occasions. This ensured consistent, professional engagement.
After-Hours Chatbot Support
Using Zoho Flow, we built a custom chatbot to capture guest inquiries during non-business hours. This ensured no lead was lost, while providing guests with immediate acknowledgment and a smooth follow-up experience from the sales team the next morning.
The Zoho CRM implementation brought measurable improvements to The Kikar Lodge’s daily operations and long-term scalability.
Centralized Data & 360-Degree View
Zoho CRM became the single source of truth for all sales, reservations, and customer data. Every team member now has access to accurate, real-time information, creating a seamless flow across departments.
Error-Free Bookings & Reliable Processes
Automation eliminated the risk of double-bookings, missed follow-ups, and manual data entry mistakes. A clear, standardized process now governs every booking confirmation, ensuring consistency and reliability.
Enhanced Guest Experience
Personalized WhatsApp messages at every stage—confirmation, check-in, and check-out—strengthened communication and built trust with guests, resulting in higher satisfaction and loyalty.
Real-Time Visibility for Leadership
Custom dashboards and reports gave the CEO, Mr. Sathian, instant insight into occupancy rates, sales performance, and pending actions. This empowered smarter, data-driven decision-making.
Scalable Foundation for Growth
With manual bottlenecks removed and intelligent automation in place, The Kikar Lodge now operates on a modern, scalable system capable of supporting expansion and evolving guest expectations.
2nd Floor, Kalkat Bhawan, Airport Chowk, Sector 66-B, Aerocity, Mohali, Punjab INDIA – 140603
