Case study 03
Zedbox
A CRM and sales-management workspace built to centralize customers, leads, contacts, products, quotations, invoices, payments, tasks, reports, and admin controls in one managed business system.
40% manual-workload reductionaccelerated deal cycleautomated CRM infrastructure
Live site
- Client / product
- Zedbox
- Business context
- Customer, sales, orders, and receivables operations
- Project type
- CRM, Sales & Operations Management System
- Live proof
- zedbox.co.in
- Confirmed delivery
- CRM web application with dashboard, leads, customers, contacts, sales, products and services, quotes, invoices, payments, tasks, reports, and settings modules; Customer and sales management screens with searchable tables, status filters, date filters, import flow, and action menus
- Workflow / tools
- CRM architecture, Dashboard UX, Role-based workflows, Reporting, Data tables, QA planning
- Evidence
- 40% manual-workload reduction, accelerated deal cycle, automated CRM infrastructure
/ product screens
/ context
Customer, sales, orders, and receivables operations
- Customer, sales, order, receivable, and task information needed one operational source of truth
- Teams needed faster access to customer records, contacts, quotes, invoices, payments, and reporting
- Manual follow-up and disconnected spreadsheets made sales visibility difficult
- Management needed role-based dashboards for tracking activity, revenue, receivables, and team performance
/ rahul's role
- Discovery and information-architecture planning for CRM modules across dashboard, leads, customers, contacts, sales, products, quotes, invoices, payments, tasks, reports, and settings
- Software-management ownership of workflows from lead capture through customer management, order tracking, billing visibility, and receivables follow-up
- Dashboard planning for total customers, active customers, total sales, orders, receivables, customer status, sales overview, and representative performance
- Role and permission planning for admin-level operations, imports, filters, date-range reporting, and record-level actions
- QA planning around search, filters, status states, table accuracy, responsive dashboards, and cross-module data consistency
/ development scope
- CRM web application with dashboard, leads, customers, contacts, sales, products and services, quotes, invoices, payments, tasks, reports, and settings modules
- Customer and sales management screens with searchable tables, status filters, date filters, import flow, and action menus
- Analytics cards and reporting widgets for customer growth, active customers, sales, orders, receivables, sales representatives, and customer status
- Admin interface structure for operational control, data visibility, and future workflow expansion
/ workflow and tools
CRM architectureDashboard UXRole-based workflowsReportingData tablesQA planning
/ recommendation
Rahul understood our sales process before touching the CRM. He mapped the right stages, cleaned up the handoffs, and set up automations that removed a lot of repetitive follow-up work. The project felt organized from the first discussion to the final rollout.
Anand Dhanuka
MD, Zedbox
/ outcome
- Reduced manual workload by 40%.
- Clear ownership accelerated deal cycles.
- Reliable system improved management visibility.
- Supported growth by replacing disconnected tracking habits with a structured CRM infrastructure
- Created a scalable foundation for future reporting, team accountability, and sales-process optimization
This case study focuses on software management, technical leadership, delivery scope, and measurable product evidence.
Dashboard note: the numbers and data visible inside dashboard screenshots are shown only for interface reference.
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