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2 min ago · Mumbai, IN

KG CRM Solutions

Construction TechIrelandZoho ChatbotZoho CreatorZoho CRM

From Paper Field Reports to A Connected Field Service Engine

How KG CRM Solutions built a fully integrated Field Service and Inventory Management solution for Evercam — connecting Zoho CRM, Zoho Creator, and a website Chatbot so engineers manage installations, inventory, and reports from the field in real time.

E
Evercam
Construction Camera Technology · Ireland
Project at a glance
3
Zoho apps in one ecosystem
Mobile
First engineer field app
Real-time
Chatbot → CRM → Creator sync
100 s
Of cameras tracked as inventory
Evercam
Construction Camera Technology · Ireland
3
Zoho apps in one ecosystem
Mobile
First engineer field app
Real- time
Chatbot → CRM → Creator sync
100 s
Of cameras tracked as inventory
About the Client

Cloud-Based Construction Site Monitoring, Worldwide

Evercam is a leading Construction Camera Technology company based in Ireland that provides cloud-based construction site monitoring solutions to contractors, developers, and project owners around the world. Its intelligent camera platform enables construction teams to remotely monitor project progress, improve collaboration, document site activities, and generate time-lapse records that enhance project visibility — installing and maintaining hundreds of cameras across multiple projects.

Executive Summary

Digitising every stage of the camera installation lifecycle

Evercam is a leading Construction Camera Technology company based in Ireland that provides cloud-based construction site monitoring to contractors, developers, and project owners worldwide. As the company expanded its operations across multiple sites, managing field engineers, camera installations, equipment inventory, service visits, and project reporting became increasingly complex.

Evercam partnered with KG CRM Solutions, a Zoho Authorised Partner, to develop a fully customised Field Service and Inventory Management solution using Zoho Creator, Zoho CRM, and Zoho Chatbot. The application digitised every stage of the field service process — enabling engineers to manage installations, track camera inventory, perform maintenance, complete service reports, and update project information directly from their mobile devices while on-site.

The Challenge

Disconnected systems, delayed reports, and hard-to-track equipment

Prior to implementing Zoho Creator, Evercam managed many of its field service activities through spreadsheets, emails, paper forms, and disconnected software systems. Installation records, service reports, inventory details, and engineer updates were maintained separately, resulting in duplicate work, inconsistent data, and limited operational visibility. Engineers often completed reports only after returning from sites, delaying project updates.

“Tracking cameras, mounting equipment, routers, batteries, accessories, and replacement parts across multiple construction projects became increasingly difficult as the business expanded. Without a centralised inventory system, equipment allocation was hard to monitor and stock visibility was limited.”

Pain Points

  • Field activities spread across spreadsheets, email, paper
  • Records maintained separately — duplicate, inconsistent data
  • Reports completed only after returning from site
  • Camera and equipment inventory hard to track
  • No centralised dashboard for real-time operations

Requirements

  • A mobile-first platform for engineers in the field
  • Centralised customer, project, and service history
  • Real-time inventory and equipment allocation tracking
  • Faster customer response for installs and maintenance
  • Complete visibility into field operations for managers

The Solution

CRM, Creator, and Chatbot as one connected ecosystem

KG CRM Solutions designed and implemented a fully integrated Field Service Management solution by combining Zoho Creator, Zoho CRM, and Zoho Chatbot into a single connected ecosystem — creating a seamless flow of information between customers, project managers, field engineers, and the operations team.

Zoho CRM — Central Records

Zoho CRM maintains customer records, project information, installation requests, service history, and communication logs. New installation requests are captured automatically for the team to validate.

Zoho Creator — Field Operations

Installation requests sync to Zoho Creator, where engineers receive assignments and access customer details, project locations, allocated equipment, checklists, and maintenance schedules on-site.

Zoho Chatbot — Customer Engagement

A website chatbot lets customers raise installation requests, enquire about existing installs, request maintenance, and receive service-status updates.

Automatic Enquiry Sync

Chatbot enquiries are automatically converted into CRM records and synchronised with Zoho Creator, eliminating manual data entry and speeding response times.

Equipment Inventory Tracking

Cameras, mounting equipment, routers, batteries, accessories, and replacement parts are tracked centrally, improving allocation visibility across projects.

On-Site Reporting & Photos

Engineers complete installation checklists, upload site photographs, and submit reports directly from mobile devices — no more delayed paperwork.

Implementation

From brief to live platform

Discovery & Field Service Architecture
Conducted discovery workshops to analyse Evercam's field service operations, installation workflows, equipment tracking, and customer enquiry process. Designed a connected solution architecture integrating Zoho CRM, Zoho Creator, and Zoho Chatbot into a unified field-service ecosystem with real-time data flow.
⏱ Week 1–2
Zoho CRM Configuration & Customer Management
Configured Zoho CRM to centralise customer records, project information, installation requests, service history, and communication logs. Automated the capture of new installation enquiries and established the foundation for seamless integration with field operations.
⏱ Week 2–4
Zoho Creator Mobile Field Application
Developed a custom Zoho Creator application for field engineers, enabling assignment management, customer and project access, equipment allocation, installation checklists, maintenance scheduling, inventory tracking, and real-time reporting directly from mobile devices.
⏱ Week 4–6
Chatbot Integration & Workflow Automation
Integrated the website chatbot with Zoho CRM and Zoho Creator to automatically convert customer enquiries into installation requests. Configured automated synchronisation, eliminating manual data entry and enabling real-time communication between customers, office staff, and field engineers.
⏱ Week 5–7
Testing, Mobile Deployment & Go-Live
Performed end-to-end testing across CRM, Creator, Chatbot integrations, mobile workflows, inventory management, and reporting. Trained field engineers on the mobile application before successfully deploying the connected platform, delivering real-time operational visibility, faster response times, and paperless field service management.
⏱ Week 7–8

One more Happy Client

Results

Faster, more transparent, scalable field service

3
Zoho apps in one ecosystem
0
Manual data entry for enquiries
Real-time
Visibility into field operations
Mobile
Reporting from the field

KG CRM Solutions implemented an integrated solution using Zoho CRM, Zoho Creator, and Zoho Chatbot. Zoho CRM was configured to centrally manage customer information, project details, installation requests, and service history. Zoho Creator was developed as the field service platform, enabling engineers to receive assignments, manage camera inventory, complete checklists, upload site photographs, and submit reports directly from mobile devices. The Chatbot was integrated with the website to capture enquiries, automate installation requests, and synchronise them with CRM and Creator.

Following implementation, Evercam significantly improved operational efficiency by digitising field service processes and eliminating manual data entry. The integrated platform provided real-time visibility into installation progress, engineer activities, inventory availability, and customer requests. Automated workflows accelerated project execution, improved communication between office staff and field engineers, enhanced inventory tracking, and reduced response times — enabling faster, more efficient, and scalable construction camera services with a better customer experience.

Technology Stack

Built on the Zoho ecosystem

Customer Layer
Zoho CRMZoho Chatbot
Field Operations
Zoho CreatorCreator Mobile App
Operations
Inventory ManagementService Reporting