About the Client
Who is Mitta Group?
Mitta Builder is a real estate company based in Bengaluru, India. It provides luxury homes with modern elegance, from apartments to villas, offering unparalleled comfort and quality driven homes with their customer friendly installment plans and discounts where they take care of the customers’ needs with their budget.
Mitta Builder is a real estate company and building in both residential and commercial sectors in Bengaluru, India.
MP
Mitta Prabhakar
Managing Director
Business Model & Offerings
What Mitta Group Offers
- Luxury residential homes, including apartments and villas.
- Customer-friendly installment plans based on different payment requirements.
- Flexible installment options, including Occasional Scheme Plans and Standard Plans.
- Discounts and payment options designed according to customer needs and budgets.
- End-to-end customer journey and payment process management through Zoho CRM and Zoho Books.
Zoho CRM's Role
How Zoho Powers Mitta Group
Zoho One, with Zoho CRM and Zoho Books, supports Mitta Group in managing leads, accounts, the end-to-end customer journey, invoices, installment plans, and payment transactions on connected platforms.
The Problem
What Needed Solving
As Mitta Group provides two different installment plans, the payment and invoice requirements required separate calculations and synchronization between Zoho CRM and Zoho Books.
Occasional Scheme Plan
In this plan, they can provide the installments as per their offers in the festive season. For example, 2 installments or 5 installments. It totally depends upon Mitta Group on how many installments they want to offer.
Standard Plan
In the Standard Plan, they have fixed 10 installments from the time of construction of the building till the delivery to the customer.
Solution & Implementation
Proposed Solution
As these requirements could not be fulfilled within the Zoho One default functionality, customizations were implemented through custom functions in Zoho CRM and Zoho Books.
- Whenever an Invoice is created in CRM, an Invoice is created automatically in Zoho Books.
- A sub-form for installment details was created in the Invoice Module.
- Based on the selected Installment Plan, the sub-form creates rows as per the installments.
- Once payment is updated in Zoho Books, calculations are performed automatically through a custom function in the backend.
- GST, Interest Rate, and Pending Amount are updated in the Installment Plan sub-form of the Invoice in Zoho CRM.
- On every payment received, an email is sent to customers with all payment details through the custom function.
Outcomes
Key Takeaways
- Multiple payments can be recorded against a single Invoice across multiple Installment Plans through customization.
- The system automatically calculates Interest, GST, and Pending Amount while performing these actions.
- The Installment Plan sub-form creates rows according to the selected installments.
- Invoice creation and payment information are synchronized between Zoho CRM and Zoho Books.
- Customers receive payment updates with payment details through email.
Conclusion
The implementation of the customized Zoho solution has helped Mitta Group streamline and organize its business processes through a centralized system. A key customization allows multiple payments to be recorded against a single invoice across multiple installment plans, providing greater flexibility in managing customer payments. Based on the selected installment plan, the sub-form automatically creates rows according to the defined installments, while the system automatically calculates the applicable Interest, GST, and Pending Amount during the process. This reduces manual calculations, improves accuracy, and provides better visibility into invoices and payment details. Overall, the solution enables Mitta Group to manage its financial and business processes in a more structured, efficient, and scalable manner.
