Visual Exposure (VE) is a trusted leader in signage and visual technologies — from towering pylon signs to sleek corporate branding, illuminated displays, and dynamic digital signage. As the business grew across three distinct units, their existing tools began to create more problems than they solved.
When Success
Outgrew the Systems
Fragmented Systems
Sugar CRM, SAASU, and Google Sheets created data silos — scattered leads, quotes, and jobs made collaboration difficult.
Manual Bottlenecks
Lead categorisation, quote management, inventory checks, and task assignments were all manual — slow and error-prone.
Compliance Pressures
Handling SWMS and safety documentation manually risked delays and potential non-compliance across installation teams.
Customer Experience Gaps
Clients expected real-time updates and seamless communication — impossible with the fragmented existing setup.
From Lead to Invoice —
Zero Manual Steps
Lead Captured
Zoho Forms on website auto-syncs into CRM. Leads categorised by type (signage/petroleum) and assigned automatically.
Quote Approved
Automated review, approval, and follow-up. Orders, jobs, and purchase requests created on acceptance.
Job Created in Creator
Deal marked Won → job auto-created in Zoho Creator. Tasks assigned to managers who delegate to teams.
Tasks Completed
Pre/post job checklists enforced. Tasks need approval before closure. SWMS auto-generated and stored.
Invoice Generated
Zoho Books auto-generates invoice with correct payment terms, due dates, and credit limits applied.
Feedback Collected
Zoho Survey sent post-installation. Responses analysed; negative feedback auto-assigns resolution tasks.