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Manufacturing & DistributionZoho One

One backbone across sales, service and finance for a 60-year-old tooling business

Sanjay Tools and Accessories Pvt. Ltd.

The situation

Sanjay Tools and Accessories runs a complex business — manufacturing and distribution of cutting tools, with processes that had grown around the people who ran them rather than around a system. Sales, service and finance each held part of the truth. Getting a single view of a customer, an order or an outstanding meant asking three people.

The complexity was real, not accidental: their process genuinely differs from a standard order-to-cash flow, which is why previous attempts at packaged software hadn’t fitted.

What we built

A Zoho One implementation covering CRM, Books, Inventory, Desk and Analytics, configured to their process rather than to a template.

Sales and enquiry management with quotation versioning and approval rules on discount
Order to dispatch connected through to invoicing, removing re-entry between teams
Dealer and distributor management for their channel network
Service and AMC tracking for post-sale support and annual maintenance
Reporting with single definitions for order book, realisation and outstanding

Delivered under our Build-Run-Change model, with a consultative approach to process design — which the client has singled out as the difference.

Method

Engagement model
Build-Run-Change
Platform
Zoho One
Industry
Manufacturing & Distribution

In the client’s words

“Pratik and team have been really good in implementation of our Zoho One instance. Our business is a complex process, but the way in which Fristine brings a consultative approach really makes our Zoho journey easy. We highly recommend Fristine — they will help you get maximum returns on your Zoho investment.”

Tushar Joshi
Sanjay Tools and Accessories Pvt. Ltd.

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