Billion Carbon Case Study: Zoho CRM

At a glance

Rollouts tracked per site

Every treatment batch logged

Bio-input stock and sales linked

Impact reports from real batch data

The challenge

What Billion Carbon needed to fix

Billion Carbon is an Indian cleantech company offering rapid food-waste treatment and organic soil inputs. It installs treatment at generator sites and sells the resulting bio-inputs to farmers and distributors.

Site rolloutsEach generator site needed assessment, quote and rollout.
Batch logsWaste treatment batches had to be logged.
Bio-input salesOutputs were sold through farmers and distributors.
Impact reportingClients needed sustainability impact reports.

Digital smart electricity meter with LCD display. Photo credit

Before and after

What changed for the team

BeforeAfter

Site assessments, quotes and rollouts tracked separately for each site

Each generator site tracked from lead to rollout project

Waste treatment batches that had to be logged consistently

Every waste treatment batch logged in a Zoho Creator app

Bio-input sales through farmers and distributors needing stock control

Farmer and distributor orders update bio-input stock in Zoho Inventory

Clients needing sustainability impact reports backed by treatment data

Impact reports produced from real batch and sensor data

How it works

The business process, step by step

01
Generator lead
Each food-waste generator interested in treatment is captured as a lead in Zoho CRM, where the sales team manages the relationship from first contact through to a signed contract.
02
Site assessment
The team visits and surveys the generator site to assess it for treatment. The assessment is recorded against the lead so the quote that follows reflects the site's actual conditions.
03
Equipment and contract quote
An equipment and contract quote is prepared from the assessment and agreed with the client. The agreed contract is held in Zoho CRM and later drives contract billing in Zoho Books.
04
Treatment rollout
Each agreed site becomes a rollout project in Zoho Projects, so installation of the treatment system is planned and tracked site by site until treatment is running.
05
Waste batch logs
Once treatment is running, every waste treatment batch is logged in a Zoho Creator app. Sensor and batch data feed the sustainability dashboard that is used for impact reporting.
06
Bio-input sales and impact
Bio-inputs are sold to farmers and distributors, with orders updating stock in Zoho Inventory and invoices with GST raised in Zoho Books. Impact reports are produced from the logged batch data.

The solution

What we built for Billion Carbon

Shyphan delivered the project on Zoho CRM, Zoho Projects, Zoho Inventory, Zoho Books and Zoho Creator, covering a 6-step process with 3 integration points.

Generator leads and contracts

Zoho CRM interface — Zoho CRM product screenshot, for illustration

Rollout projects

Zoho Projects interface — Zoho Projects product screenshot, for illustration

Waste batch logs

Zoho Creator interface — Zoho Creator product screenshot, for illustration

Bio-input stock

Zoho Inventory interface — Zoho Inventory product screenshot, for illustration

Contract billing and GST

Zoho Books interface — Zoho Books product screenshot, for illustration

Who uses it

Sales team

Manage generator leads, site assessments, equipment quotes and contracts in Zoho CRM through to agreement.

Rollout team

Plan and track treatment installations at each generator site as projects in Zoho Projects.

Site operators

Log each waste treatment batch in the Zoho Creator app so batch data feeds impact reporting.

Bio-input sales and finance

Record farmer and distributor orders, keep bio-input stock in Zoho Inventory and bill with GST in Zoho Books.

Architecture

How the systems connect

InputsTreatment sensorsFarmer ordersDistributor orders

Delivered by Shyphan

OutputsSustainability dashboardImpact reportsGST invoices

Integrations

Sensor and batch data
Treatment data feeds the sustainability dashboard.
Contract billing
Contracts invoiced.
Orders to stock
Farmer and distributor orders update stock.

Reports and dashboards

Sustainability dashboard

Treatment data from sensors and batch logs, used to prepare client impact reports.

Rollout status

Treatment rollout projects by site and their progress in Zoho Projects.

Bio-input stock and sales

Bio-input stock levels and farmer and distributor orders from Zoho Inventory.

Contract billing

Generator contracts and the invoices raised against them in Zoho Books with GST.

The results

What the system does now

Rollouts tracked per site
Every treatment batch logged
Bio-input stock and sales linked
Impact reports from real batch data

Delivery

Five phases, discovery to support

01
Discovery
Process mapping, documents and data reviewed with each team.
02
Design
Target flow agreed across 5 apps and 3 integration points.
03
Build
Apps configured, custom logic built and integrations connected.
04
Test and train
User acceptance testing with real scenarios and role-based training.
05
Go-live and support
Cut-over, hypercare and ongoing improvements.

Local rules built in

GST

GST-compliant invoices with the right tax split.

E-invoicing

IRN and e-way bill readiness where turnover requires it.

DPDP Act

Personal data handled under India’s data protection law.

INR accounting

INR as base currency with export currencies where needed.

FAQ

Questions about this project

How are impact reports produced?

Impact reports are built from real treatment data. Every waste batch is logged in a Zoho Creator app, and sensor and batch data feed the sustainability dashboard, so the figures clients receive come from logged batches rather than estimates.

How does the system handle both sides of the business?

Treatment services run from generator leads in Zoho CRM to rollout projects and batch logs, billed as contracts in Zoho Books. Bio-input sales run through Zoho Inventory, where farmer and distributor orders update stock, with GST invoicing in Zoho Books.

How is each site rollout tracked?

Each generator site follows its own path from lead and site assessment to an agreed equipment and contract quote. The rollout then runs as a project in Zoho Projects, so the status of every site installation can be followed separately.

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Billion Carbon

What Billion Carbon needed to fix

What changed for the team

The business process, step by step

Generator lead

Site assessment

Equipment and contract quote

Treatment rollout

Waste batch logs

Bio-input sales and impact