Nexivo - Zoho's Favourite Partner
Zoho's Favourite Partner


Company Portfolio

Company Name


Industry Vertical




Zoho Products TimesVisas Uses

Executive Summary:

Maple Visas and Immigration consultants is the leader in providing global resettlement solutions, which is vouched by more than thousands of clients who have happily settled in their dream destinations like Canada, Australia, Europe, US and New Zealand.Maple Visas is one of the leading immigration companies in India today, offering a comprehensive suite of solutions designed to help clients navigate the sea of bureaucratic processes and expedite the processing of visa applications.

The Challenges:

  1. Capturing of leads through website & chat
  2.  Automation of complete business operations on CRM
  3.  Generation of invoices through SMS and email
  4.   Documents collection from customer
  5.  Online payments from customer


Finding Solution:

Being a technology partner of  Maple visas, Nexivo Consulting recommended them Zoho platform after knowing their suffering with regards to business process and operations. Moreover, being the Zoho Authorized Partner Nexivo Consulting did the complete analysis of their challenges and understood their requirements and provided the solutions.



Zoho CRM: We have integrated their website with zoho CRM, where leads will be automatically captured into zoho system when leads fill the online form. We also developed the chat bot where the customer can interact and will be captured as the lead into CRM system automatically.  All the modules such as leads, contacts, accounts, deals, products are configured. We have integrated the generation of invoices with zoho books by writing various custom functions.When the lead qualifies the account, contacts and deal will be created automatically in zoho CRM. We have customised the customer portal where in that we have developed several forms which can be used by the customer to upload the required documents, which will be sent to the customer through mail after conversion from lead to contact. We have also added the roles for the employees. We developed the email templates and workflows where they will be triggered after completion of each activity to the customers. We have also added all of their services in the products module. We have done the 3rd party SMS integration for sending the messages to customer.

Zoho Sales IQ: We have developed the chat bot where we have defined the set of questions to be asked to capture the data from the lead and also we have integrated with the zoho CRM to capture the leads automatically. We have also developed the live chat option where the agent can have the live chat discussion with the customer.

Zoho Books: We are capturing the lead data into the zoho books as contact to generate the invoices and we have written custom functions to integrate with the zoho CRM. We also integrated the payment gateway (razor pay) where automatically the customer receives the payment link through email and SMS to do the payment. We have written custom functions to generate the invoices and trigger the emails. We have added the domain details in zoho books system.

Zoho Mail: We have configured the zoho mail and their domain details are also configured. We have created the group email account. When an email is sent to the group account, a copy of email gets delivered to all the individual members of the group.



Zoho CRM: All the lead capturing processes have been automated. Generation of the invoices to the customer has become easy for the agents. All the manual entries have been changed to the digital records. Creation of the deals, accounts and contacts have been automated. By using the customer portal they are able to capture all the information from the customer without any hazzle. Triggering of the emails and SMS has been automated.

Zoho SalesIQ: By using the chat bot all the service related questions are captured from the customer and automatically leads will be created in the zoho CRM. With the proper flow of the questions asked by the chat bot all the information is collected by the customer. With the live chat option it connects the available agent with the customer automatically to clarify the customer queries.

Zoho Books: By using the zoho books generation of the invoices has been simplified and with the integration of the zoho books with payment gateway (razor pay) has made the online payments easy. All the email templates are triggered automatically which makes the sales team easy from generation of invoices to collection of payments.

Zoho Mail: All the personal email ID's of employees have been replaced with the zoho mail where they can schedule the meetings, write the notes etc. With the help of the group email account. When an email is sent to the group account a copy of mail will be delivered to all the members in that group.