Executive Summary
A Wellington Institution Built on Trust and Craftsmanship
The Challenge
Six service lines, one standard of craftsmanship
The combination of expertise, dedication, and adherence to industry standards instils confidence in Wellington Glass & Mirror’s customers. Providing such a wide range of glass and glazing solutions ensures they can cater to various needs, from repairs to custom installations.
Pain Points
- Customer enquiries arriving through phone, email, and walk-ins with no centralized tracking
- Manual quotation and job estimation slowing down project turnaround
- No single view of customers, measurements, site visits, and installation history
- Scheduling installers and field teams manually, leading to coordination issues
- Project status updates shared through calls and messages instead of a centralized system
Requirements
- Single platform — centralised customer, quotation, and project data
- End-to-end job tracking from enquiry to installation
- Automated quotation, approval, and follow-up workflows
- Centralised repository for site measurements, drawings, and customer documents
- Real-time visibility into project status and installation schedules
The Solution
Zoho One + Zoho Creator — a custom business operations platform
KG CRM Solutions designed and implemented a Zoho One ecosystem centered around Zoho Creator, delivering a unified platform to streamline Wellington Glass & Mirror’s customer management, quotations, project execution, and field operations.
The solution replaced fragmented manual processes with a centralized system that manages the complete lifecycle of a project—from customer enquiry and site measurement to quotation, fabrication, installation, invoicing, and after-sales support. Custom workflows automated repetitive tasks, while role-based dashboards provided management with real-time visibility into sales performance, ongoing projects, installation schedules, and team productivity.
Centralised Customer Management
Unified customer database capturing enquiries, quotations, project history, site measurements, and communication records in a single Zoho platform.
Quotation & Estimation System
Automated quotation generation with customizable templates, pricing, approvals, and follow-up reminders to accelerate sales conversion.
Project & Job Tracking
End-to-end tracking of every glazing project—from enquiry and site measurement to fabrication, installation, and project completion.
Installation Scheduling
Centralised scheduling for site visits, measurements, and installation teams with automated reminders and calendar synchronization.
Workflow Automation
Deluge-powered workflows automating lead assignments, quotation approvals, follow-ups, project updates, and customer notifications.
Business Dashboards & Reports
Reports Real-time dashboards displaying sales pipeline, active projects, pending quotations, installation progress, and business performance metrics.
Implementation
From brief to live platform
One more Happy Client
Results
One platform. Better coordination. Measurable results.
The solution replaced fragmented manual processes with a centralized Zoho platform, streamlining enquiries, quotations, project management, and installations. With improved visibility, automation, and collaboration, Wellington Glass & Mirror is better equipped to deliver exceptional customer service while supporting future growth.