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Coderack IT Labs.

Case Study -
Femtech Fertility Dost Pvt. Ltd.

Managing Online Leads, Counselling, Accounting & Course Subscriptions Using Zoho One

Overview

FEMTECH Fertility Dost Private Limited required a centralized system to manage online leads, follow-ups, counselling sessions, accounting, and subscription-based fertility programs. Coderack IT Labs implemented Zoho One applications to bring all business operations under a single platform and streamline their end-to-end processes.

About Customer

Client & Background
Fertility Dost () is a digital therapeutics community that helps couples identify and navigate infertility by offering medical care, nutrition therapy, lifestyle coaching, and doctor support. With over 5 years of experience, the organisation has built a strong online presence for counselling and support related to infertility treatments in India.
With a team of 7 people, they provide online courses such as Fertility Diet, Fertility Yoga, Fertility Ayurveda, Fertility Acupressure, Fertility Counselling, IVF Preparation, Pregnancy with PCOS, Fertility Meditation, and Male Infertility.
Coderack IT Labs implemented Zoho CRM, Books, and Subscription to easily manage leads, follow-ups, contacts, and subscribed programs.

Industry / Business Type: Healthcare
Website / Brand Info: https://www.fertilitydost.com

Customer Location

Their main head office is located at:
FEMTECH FERTILITY DOST PRIVATE LIMITED
G-12, Plot No. 1, Vardhaman Sunrise Plaza
Vasundhara Enclave, Phase-1New Delhi, Delhi – 110091
India

Executive Summary

As a digital health community and online course provider, Fertility Dost was receiving leads through multiple online channels and managing them using Excel sheets. This created difficulties in lead distribution, follow-ups, reminders, renewals, accounting, and reporting. They required a unified platform to manage leads, communication, counselling sessions, financial operations, and subscription renewals efficiently. Zoho One was implemented to centralize operations, automate workflows, and ensure no leads or renewals were missed.

Problem Statement and Key Challenges

As a community and online health course provider, they were getting leads online and were having difficulty managing them using Excel sheets.

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Some of the problems are listed below:

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    Incoming leads from website and Facebook lead ads

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    Leads distribution and status tracking

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    Follow-ups and reminders

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    Telephony and call reports

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    Accounting management

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    Course renewals tracking

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    Professional email accounts

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    Reporting

Solution Proposed and Tools Implemented

We suggested various applications of Zoho under the Zoho One plan bundle to manage leads, users, communication, accounting, and subscriptions.
Zoho applications that were suggested:
  • Zoho Mail – To create and manage professional email accounts for the team
  • Zoho Social – To manage social channels and capture leads from social media and lead ads
  • Zoho CRM – To manage leads, contacts, follow-ups, counselling workflows, and reminders
  • Zoho Campaigns – To run email campaigns and communicate with leads and customers
  • Zoho Books – To manage accounting and generate invoices for fertility courses
  • Zoho Subscriptions – To manage weekly, monthly, and half-yearly course subscriptions and renewals
  • Zoho Meeting – To schedule and conduct online counselling sessions directly from CRM

Implementation Approach

  • Coderack started with the creation of email IDs on Zoho and migrated the old data from G Suite that the client was using earlier.
  • Zoho CRM was then configured according to their workflow, and the existing lead and customer data previously managed in Excel sheets was migrated into CRM.
  • Zoho Social was configured with their social media channels and Facebook lead ads account. Lead forms were integrated with Zoho CRM to capture leads coming from social advertisements automatically.
  • Zoho Meeting was configured and integrated with Zoho CRM so that counselling sessions could be scheduled directly from within CRM.
  • Zoho Books was set up and integrated with Zoho CRM to allow invoice creation for courses directly from CRM.
  • Zoho Subscriptions was configured to manage weekly, monthly, and half-yearly fertility courses and track renewals effectively.

Result/ Business Impact

    After the implementation, the Zoho platform made business management much easier by bringing everything under one roof. Fertility Dost is now able to manage all leads and customers efficiently without missing follow-ups or subscription renewals. A clear and well-defined workflow process helped the organization manage its entire operation smoothly and efficiently.

Summary

This case study demonstrates how FEMTECH Fertility Dost Private Limited implemented Zoho One to centralize lead management, automate follow-ups, manage counselling sessions, streamline accounting, and track course subscriptions and renewals. The solution helped improve operational efficiency and ensured seamless management of their digital healthcare services.

Partner Bio

Coderack believe in providing 360* support to our clients. Every client is different from another so are our state-of-the-art solutions. We are a team of highly enthusiastic, energetic and tech savvy engineers. The strength of our company lies in rich experience of its people, who come from diverse background.
We ♥ to automate your business. So feel free to reach us today with you problems, we will be happy to help you!

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