Kripa Home Solutions
- Company: Kripa Home Solutions, Puthoor, Kollam, Kerala
- Industry: Home décor, building materials and home services
- Customers: Retail customers and contractors in and around Kollam
- CRM team: 9 users, from admin and supervisor roles to sales representatives
- Zoho applications: Zoho CRM Standard, Zoho People, Zoho Payroll
Client Overview
Kripa Home Solutions is a home décor and construction supply business based in Puthoor, Kollam, Kerala. Under the tagline "Build your dream home with us", the company offers electrical items, sanitaryware, hardware, paints, cement, modular kitchens, chandeliers, and hobs and chimneys, with a wide choice of branded products under one roof. Alongside product sales, its teams handle customer enquiries for painting, plumbing, electrical, civil, interior, contracting, and solar work.
As the business grew, enquiries were arriving from Facebook, Instagram, WhatsApp, the website, referrals, and walk-ins, while the people side of the business, covering attendance across multiple shifts, leave, and monthly salary processing, needed the same level of structure. Handling these through separate registers, chats, and spreadsheets made it hard to follow up on every lead, keep attendance accurate, and close payroll on time.
Netstager Technologies implemented Zoho CRM for sales and lead management, Zoho People for HR and attendance, and Zoho Payroll for salary processing.
Zoho People and Zoho Payroll are integrated with each other, and Zoho People is connected to the company's biometric attendance device, so punch data flows into attendance and then into payroll with minimal manual work.
Kripa Home Solutions operates in the home décor, building materials, and home services sector, serving retail customers and contractors in and around Kollam, Kerala. Its CRM team consists of nine users, from admin and supervisor roles to sales representatives.
The business moved from handling leads, attendance, and salaries separately to three connected Zoho applications: Zoho CRM Standard for the sales pipeline, Zoho People for employee records, shifts, leave, and biometric attendance, and Zoho Payroll for salary and statutory processing.
Before the implementation, Kripa Home Solutions managed customer enquiries, employee attendance, and payroll through separate and largely manual methods. This created gaps in lead follow-up, accountability, attendance accuracy, and the monthly payroll cycle.
- Enquiries arrived through Facebook, Instagram, WhatsApp, the website, referrals, and walk-ins, with no single place to see them.
- Leads from social media ads and chats had to be noted down manually.
- Duplicate enquiries from the same customer were hard to spot.
- Service interest (painting, plumbing, electrical, civil, interior, contracting, solar) was not recorded consistently.
Scattered Lead Capture Across Channels
- No fixed rule for assigning new leads to sales representatives.
- Follow-up dates and reminders depended on individual memory or notes.
- Overdue follow-ups were not visible to supervisors until a customer was already lost.
- No clear stage-wise view of where each lead stood, from first contact to order confirmation.
Inconsistent Follow-Up and Lead Assignment
- Difficult to see total leads, pending follow-ups, orders confirmed, and revenue in one place.
- No easy way to compare lead sources or the performance of individual sales representatives.
- Conversion rates and order values could not be tracked reliably.
- Reporting to management required manual compilation.
Limited Sales Visibility
- Attendance across multiple shifts had to be recorded and consolidated manually.
- Biometric punch data was not connected to any HR system.
- Leave and attendance records were maintained separately, making month-end verification time-consuming.
Manual Attendance Across Shifts
- Salary calculation depended on manually compiled attendance and leave data.
- Higher risk of errors in loss-of-pay calculations and statutory deductions.
- Payslip preparation and distribution consumed HR and accounts time every month.
- Attendance records and payroll inputs were held by specific staff members.
Time-Consuming Payroll Processing
Netstager Technologies reviewed the existing sales, attendance, and payroll workflows with the Kripa Home Solutions team and identified where manual effort and disconnected tools were causing delays.
The sales process needed a structured pipeline with automatic lead capture, assignment, and reminders. The HR process needed attendance that could be trusted at the source, which meant connecting the biometric device directly to the HR system.
The evaluation mapped these needs to Zoho CRM, Zoho People, and Zoho Payroll, and defined a scope covering role-based access, lead pipeline design, Meta integration, dashboards, shift and attendance configuration, biometric integration, and payroll setup, with Zoho People and Zoho Payroll working as one connected flow.
- Zoho CRM is a customer relationship management platform that helps sales teams manage leads, automate follow-ups through workflows, and track performance through analytics dashboards. It also connects with other apps and customer channels through the Zoho Marketplace.
Zoho CRM
- Zoho People is a cloud HR platform covering core HR, employee records, time and attendance, and leave management. It connects with Zoho Payroll so that attendance and leave data can support payroll processing.
Zoho People
- Zoho Payroll is a payroll platform that supports custom salary structures, statutory compliance in India (including PF, ESI, professional tax, and income tax/TDS), and payslips that employees can access on the web or mobile app. Employees can also use the self-service portal for payslips, declarations, and reimbursement claims.
Zoho Payroll
Zoho CRM as the Central Sales Platform
Zoho CRM Standard was configured to give the nine-member sales team one place to capture, assign, follow up, and convert leads.
- Set up an 11-stage sales pipeline with drag-and-drop Kanban view, from New Lead through Order Confirmed and Completed, with Lost as the final exit.
- Added eight multi-select lead category tags: Painting, Plumbing, Electrical, Civil Works, Interior, Contracting, Solar, and Other.
- Configured seven lead sources: Facebook, Instagram, WhatsApp, Website, Referral, Walk-in, and Manual Entry.
- Added custom fields for Next Follow-up Date, Follow-up Time, Reminder Notes, Reminder Priority, Revenue/Order Value, Chat History, First Contact Time, an Overdue flag, and Remarks/Feedback.
- Blocked duplicate leads using unique Phone and Mobile fields.
Lead Management and Pipeline
- Created a role hierarchy from Admin/Supervisor to Sales Rep and onboarded all nine users, with the company timezone set to Asia/Kolkata.
- Configured a restricted Sales Executive profile with no mass update, delete, transfer, or export permissions.
- Created a separate profile for one executive who can change lead owners.
- Set data sharing so sales representatives see only their own leads.
Roles, Security, and Data Sharing
- Built a Round Robin assignment rule across all nine users, with a follow-up task created automatically on assignment.
- Created workflow rules for a daily 8:00 am reminder email on the follow-up date, an overdue alert the next day that also sets the Overdue flag, and an automatic reset when the lead is closed or rescheduled.
Automation and Workflows
- Connected Zoho CRM with Meta so that leads from Facebook and Instagram are captured in the CRM automatically.
Channel Integrations
- Built an Admin Overview Dashboard with KPIs for total leads, today's leads, pending and overdue follow-ups, orders confirmed, revenue, conversion rate, best performing user, and lead source performance.
- Built a Sales Rep Dashboard showing each representative's leads, follow-ups, overdue items, monthly revenue, and pipeline status.
- Created Lead Source Performance and User Performance reports.
- Set up quotations using Products and a quote template, and Lead-to-Deal conversion for confirmed orders.
Dashboards, Reports, and Sales Process
- Set up employee records with a structured employee ID format and organised the workforce into multiple shifts.
- Configured shifts, attendance policies, leave types, and approval workflows.
- Used the muster roll to give HR a consolidated monthly attendance view by employee and shift.
- Enabled employee self-service for attendance and leave requests.
Zoho People for HR and Attendance
- Integrated the biometric attendance device with Zoho People so that employee punches are recorded as attendance automatically.
- Reduced manual attendance entry and the chance of errors or disputes over punch timings.
- Gave HR and management a reliable, system-recorded source of attendance for each shift.
Biometric Device Integration
- Configured Zoho Payroll with salary structures, earnings, and deductions for employees.
- Integrated Zoho Payroll with Zoho People so that employee data, attendance, and leave flow directly into the payroll cycle.
- Configured statutory components such as PF, ESI, professional tax, and TDS where applicable.
- Enabled payslip generation and employee access to payslips through the self-service portal.
Zoho Payroll and the People–Payroll Integration
Netstager Technologies handled the implementation across Zoho CRM, Zoho People, and Zoho Payroll through a structured, phased approach.
- Held discussions with the Kripa Home Solutions team to understand the sales process, shift patterns, attendance practices, and salary structure.
- Mapped existing workflows to Zoho CRM, Zoho People, and Zoho Payroll features.
- Defined the scope, user roles, and integration requirements.
Requirement Discovery and Process Mapping
- Configured the CRM with roles, profiles, the Leads module customisation, workflows, and dashboards.
- Configured Zoho People with employee data, shifts, leave policies, and attendance rules.
- Configured Zoho Payroll and connected it with Zoho People.
System Configuration and Customisation
- Integrated Meta with Zoho CRM for Facebook and Instagram lead capture.
- Integrated the biometric device with Zoho People.
- Linked Zoho People and Zoho Payroll to create a single flow from attendance to salary.
Integration Setup
- Tested lead capture from each channel, Round Robin assignment, and reminder workflows.
- Verified biometric punches against attendance records, and checked payroll output against attendance and leave data.
Testing and Validation
- Trained the sales team on pipeline usage, follow-ups, and dashboards.
- Trained HR on attendance, muster roll, leave, and payroll processing.
- Provided support during go-live and adjusted configuration based on usage.
User Training and Go-Live Support
With the three Zoho applications in place, Kripa Home Solutions moved from scattered, manual handling to a connected and trackable process across sales, attendance, and payroll.
- Leads from every channel are recorded in Zoho CRM.
- Duplicate leads are blocked, and each lead is tagged by service category and source.
Every Lead Captured in One Place
- Round Robin assignment gives every lead an owner immediately, with a follow-up task created on assignment.
- Daily reminders and overdue alerts help representatives follow up on time and let supervisors see slipping leads.
Faster, More Consistent Follow-Up
- Management can see leads, follow-ups, orders confirmed, revenue, and conversion rate on one dashboard.
- Lead source and user performance reports show which channels and team members bring results.
Clear Sales Visibility
- Biometric punches feed attendance in Zoho People without manual entry.
- Shift-wise attendance and leave are visible in one system, with the muster roll giving a clear monthly view.
Reliable, Automated Attendance
- Attendance and leave data flow from Zoho People into Zoho Payroll, reducing manual compilation.
- Payslips and statutory components are handled in one platform, lowering the risk of calculation errors.
Smoother Payroll Processing
- Sales, HR, and payroll information is held in shared, role-controlled systems instead of individual notes and files.
Reduced Dependency on Individuals
Netstager Technologies continues to support Kripa Home Solutions through regular system checks, assistance with configuration and reporting needs, and process optimisation as the business grows.
- Refinement of pipeline stages, workflows, and dashboards as the sales team's needs evolve.
- Further use of quotations and Lead-to-Deal conversion to track confirmed orders and revenue.
Feature Enhancements Based on Usage
- Evaluation of additional Zoho applications, such as Zoho Books, to connect sales, inventory, and accounts.
- Exploration of further automation across departments.
Planned Rollout of Additional Zoho Applications
Zoho CRM, Zoho People, and Zoho Payroll gave Kripa Home Solutions a connected foundation for sales, workforce, and payroll management. Leads are captured and followed up in one place, attendance is recorded directly from the biometric device, and payroll is driven by that attendance data, giving the team a more organised, transparent, and scalable way to run the business.
- Zoho CRM Implementation
- Zoho People Implementation
- Zoho Payroll Implementation
- Biometric Device Integration
- Meta Integration
