Integrated Zoho solution for streamlined SolShare tracking and customer management
Allume Energy, a leader in solar energy technology, developed the SolShare – a world-first solar sharing system designed for apartment buildings. As the demand for SolShare units grew, Allume needed a centralised system to manage the manufacturing process and lifecycle tracking of each unit—from production to warehouse to installation. Flexbox Digital partnered with Allume Energy to deliver a robust custom application using Zoho Creator, while also implementing Zoho CRM and Zoho Desk to streamline operations, manage support queries, and ensure a seamless flow of data across systems.
End-to-end tracking and operational improvements for Allume Energy’s SolShare units
Industry
Green Energy, Manufacturing
Tech Stack
Zoho CRM
Zoho Creator App
Deluge Scripting
Custom App Development
API Integration
Client
Allume Energy
Services Offered
- Zoho CRM Implementation
- Workflow Setup, Custom Module Development Automation & Blueprint Setup
- Third-party App Integrations
- Zoho Creator App Development
- Zoho Desk Setup
- Customer Support
- Canvas Design
Business Challenge
Disconnected systems and manual processes hindered accurate tracking of SolShare units across the product lifecycle
Allume faced challenges maintaining a consistent and accurate view of their hardware distribution. Key issues included:
- Inconsistent synchronisation between the production database and Zoho CRM.
- Missing or incorrectly mapped SolShare units across deals and customer locations.
- Lack of automation to update unit statuses (e.g., from “Warehouse” to “Shipped”, and “Shipped” to “Installed”).
- Manual intervention required to upload and sync installation data.
Our Approach
Custom-built Zoho Creator app with integrated CRM and workflow automation to unify operations
Flexbox Digital worked closely with the Allume Energy team to understand their manufacturing and operational processes, then designed and implemented a tailored Zoho Creator application to:
- Track SolShare units throughout the production lifecycle – from manufacturing to dispatch, and final installation.
- Integrate with Zoho CRM – linking individual SolShare units to specific deals and addresses.
- Automate workflows – ensuring that hardware statuses such as “Shipped” and “Installed” are updated based on logistical data and deal events.
- Establish a two-way sync between the internal SolShare database and CRM, reducing the need for manual updates and increasing data accuracy.
Key Features Delivered
End-to-end tracking, CRM integration, workflow automation, and enhanced support visibility
Custom Zoho Creator App
Designed to track unit manufacturing, storage, dispatch, and delivery. Includes validation rules and automation triggers for lifecycle status changes.
Zoho CRM Integration
Units linked directly to deals and locations. Deal-level visibility on unit statuses and shipment details. SolShare module enhancements to accommodate real-time status updates.
Zoho Desk Implementation
Unified ticket management system for installation issues, warranty claims, and field queries. Improved customer service response time through linked CRM records.
Automation & Sync
Partial automation for unit status transitions, with future scope to build full real-time sync. Manual override controls for exceptions and corrections (e.g., swapped or replaced units). Data sync strategy for “Manual / Upload Data” sections with considerations for installation address mapping from internal servers.
Results
Significant reduction in manual effort, improved data accuracy and a scalable digital infrastructure
Improved Data Consistency
Significantly reduction in missing or unmatched SolShare units in CRM.
Operational Efficiency
Saved hours of manual tracking and reporting through centralized visibility.
Better Deal Insights
Enhanced CRM data enabled real-time insights on SolShare allocation and site-level progress.
Future-Ready Infrastructure
Scalable foundation laid for further automation, ensuring Allume’s systems evolve with their growth.
