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How a Marketing Company Streamlined Multi-Brand Inventory and Fulfilment with Zoho
Discover how a leading print management and marketing fulfilment company modernised its warehouse and e-commerce operations by integrating Zoho Inventory, WooCommerce, and Zoho Flow to serve two brands efficiently.
Overview
The company previously used a custom WooCommerce-CRM portal and later Cin7 to manage orders, but these setups caused stock inaccuracies and lacked barcode functionality. Managing two brands with separate CRM accounts but a shared warehouse created additional inefficiencies.
By partnering with Smartmates, they implemented Zoho Inventory as the central warehouse platform, integrated with both WooCommerce portals and linked to each brand’s Zoho CRM via Zoho Flow.
Executive Summary
The company faced several challenges, including inaccurate stock data from previous integrations, manual order processing that increased workload and the risk of errors, the absence of barcode-enabled workflows, fragmented processes for managing two brands with separate CRMs, and limited scalability to support future growth.
Problem Statement and Key Challenges
Smartmates implemented a robust, integrated solution to modernise their operations:
- Configured a single Zoho Inventory account as the central warehouse system
- Integrated both WooCommerce portals with Zoho Inventory for real-time product, stock, and order syncing
- Used Zoho Flow to route orders from each brand to its respective Zoho CRM instance
- Introduced barcode-enabled workflows for faster, more accurate fulfilment
- Provided structured training and ongoing support for sustainable success
Problem Evaluation
As client’s order volumes grew, the lack of an integrated warehouse and multi-brand data flow became a major bottleneck. Manual processes slowed fulfilment, hindered real-time stock accuracy, and forced the team to juggle separate workflows. Without robust multi-brand integration, staff had to manually reconcile data between Zoho Inventory and each brand’s CRM, reducing productivity and risking delays in customer service. To address these challenges and ensure scalability, Invicium engaged Smartmates to redesign their system architecture.
Proposed Solutions
Smartmates implemented a robust, integrated solution to modernise their operations:
- Configured a single Zoho Inventory account as the central warehouse system
- Integrated both WooCommerce portals with Zoho Inventory for real-time product, stock, and order syncing
- Used Zoho Flow to route orders from each brand to its respective Zoho CRM instance
- Introduced barcode-enabled workflows for faster, more accurate fulfilment
- Provided structured training and ongoing support for sustainable success
Implementations
The project was delivered in structured phases to ensure a smooth transition and strong adoption by the team:
- Workflow Assessment and Preparation: Evaluated existing processes and prepared Zoho Inventory and CRM environments for integration.
- Integration Setup and Testing: Configured and thoroughly tested WooCommerce and Zoho Flow integrations to ensure reliable order routing to the correct CRM.
- Barcode-Enabled Fulfilment: Implemented barcode-based workflows in Zoho Inventory to streamline picking, packing, and stock updates.
- Comprehensive Training: Delivered hands-on training sessions and provided recorded materials to support ongoing staff learning and adoption.
Related solutions:
Related solutions:
External Integrations:
External Integrations:
Results
- Accurate stock tracking and better data consistency
- Faster order processing with barcode-enabled workflows
- Centralised warehouse operations serving both brands
- Automated routing of orders to the relevant CRM via Zoho Flow
- Confident, well-trained staff and a scalable foundation for future growth
Conclusion
By partnering with Smartmates, they have successfully streamlined its inventory, fulfilment, and multi-brand e-commerce operations. The integration of Zoho Inventory with WooCommerce and Zoho Flow delivered accurate stock tracking, automated order routing, and barcode-enabled efficiency, positioning the company for future expansion.
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