Customised Asset Management Module on Zoho Creator
Client: FINCIRC Management Consulting
The Challenge
The FINTECH client had 2,000+ POS machines deployed across merchants with no centralised tracking. Returns, replacements, and delivery assignments were managed in spreadsheets that frequently fell out of sync creating billing disputes, lost assets, and unresolvable support tickets.
The Case Study
A bespoke Asset Management module was built on Zoho Creator to track every POS machine through its entire lifecycle: initial deployment, merchant assignment, scheduled maintenance, return initiation, and replacement dispatch. Custom dashboards provide real-time counts per region and status. Zoho Desk was layered on to handle merchant support requests directly linked to asset records.
Automated Workflows
Manual handoffs entirely eliminated via logic-gated blueprints and backend API scripting.
Unified Data Core
Silos broken down to create a single master database across CRM, finance, and operations.
Business Outcomes
Full lifecycle visibility across 2,000+ POS machines in a single dashboard
Asset return and replacement workflows are fully digital zero paper processes
Merchant support tickets linked directly to asset records for faster resolution
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