Finodha.in Online Income Tax Return
Transforming Finodha with Zoho
About CloudConics
Shaping the future with forward-thinking practices.
CloudConics is an IT company with over 4 years of experience, boasting strong technical and functional expertise while serving customers across India, the USA, the UK, and Australia. As a Zoho Advanced Partner, Zendesk Partner, Odoo Learning Partner, and Knowlarity Partner, we operate from our headquarters in Noida. Our team specializes in solving organizational challenges and simplifying workflows through the customization of Zoho’s Business Applications, Collaboration Tools, Custom-built Applications, and seamless integrations with Legacy Systems and ERP platforms. We pride ourselves on delivering innovative solutions that align with our clients’ goals, ensuring measurable results and long-term success. Visit CloudConics to learn more about how we can transform your business.
Zoho One Case Study
Name: Finodha
Project Duration: 7
Team Members: 6
Functional Scope:
- Centralized Customer Data
- Automate Accounting Process
- Reduce the complexity of the sales process
- Efficient Data Collection
About Finodha
Finodha, India’s most affordable business support services platform, is powered by a passionate and driven team working from a creative hub in Noida. With a bold vision to simplify business processes, Finodha offers end-to-end services — from company incorporation and GST compliance to income tax returns, trademark registration, and legal documentation — all designed to empower businesses and capture 1% of the Indian market.
Problem Descriptions
Fragmented Customer Data
Customer and consultant information is scattered across multiple systems, making it difficult to access a unified view.
Manual and Time-Consuming Accounting
Generating invoices and managing payments for services provided requires significant manual effort
Lack of Centralized Document Management
Storing and Tracking customer’s files is cumbersome without a centralized document management system
Our Solution Approach
Centralized Customer Data
Implement Zoho CRM to seamlessly consolidate customer information at every stage of the sales cycle. This ensures that client profiles remain accurate, consistent, and easily accessible, empowering the team to deliver personalized and efficient service.
Automated Invoice Generation and Payment Tracking
Streamline financial operations by integrating Zoho Books, automating the creation of invoices, and tracking payments in real time. This reduces manual work, minimizes errors, and accelerates the payment process.
Centralized Document Storage
Establish a unified, secure document management system, allowing all client-related documents — from contracts to compliance records — to be stored in an organized and easily retrievable format, enhancing collaboration and reducing information silos.
Service Management
Optimize service delivery by using Zoho CRM as a centralized hub to manage all client services. From tracking service requests to scheduling follow-ups, this ensures smooth operations, timely responses, and improved client satisfaction.
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Contact Info.
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