Workplai, a project by Stellar Group, focuses on improving customer relationship management, sales operations, and design and procurement workflows through digital transformation and AI-powered business solutions.
The business manages multiple service scenarios, including Design Only, Procurement Only, and combined Design & Procurement engagements. These processes require structured customer information, effective deal tracking, customized sales workflows, and seamless transitions between service stages.
To strengthen its operations, Stellar Group partnered with CRMFolks, a Zoho Premium Partner, for Zoho CRM implementation, customization, and AI integration.
The Workplai project incorporates Zoho CRM Leads and Deals management, custom CRM fields, sales process Blueprints, workflow automation, AI Voice Capture, and AI Copilot functionality.
The solution integrates AI-powered voice and chat capabilities directly into Zoho CRM, supporting information capture and AI-assisted customer management.
CRMFolks successfully completed Phase 1, including CRM configuration, AI backend integration, CRM widget development, and deployment of AI Copilot updates. The client confirmed that the tested AI functionality was working correctly.
This project demonstrates how Zoho CRM implementation, Claude AI integration, and business process automation can support more connected and structured business operations.
Client: Stellar Group – Work-plai Unit
Project: Workplai CRM Implementation
Implementation Partner: CRMFolks Private Limited
Technology: Zoho CRM, Claude, AI Voice Capture, AI Copilot, CRM Widgets, API Integration, Workflows and Blueprints
Project Status: Phase 1 Successfully Completed
Industry: Design and Procurement Operations
Stellar Group wanted to make its customer and sales management processes more structured while introducing AI capabilities into its existing business workflows.
The requirement was not simply to configure Zoho CRM. The business needed a system that could manage leads and deals, support different design and procurement scenarios, and allow users to access AI-powered assistance directly within the CRM.
CRMFolks was engaged to implement and customize Zoho CRM for the Workplai project, focusing on CRM configuration, business process alignment, AI Voice Capture integration, and AI Copilot functionality.
The first phase established the foundation for a more connected, organized, and AI-assisted CRM environment.
Stellar Group’s operations involved multiple customer engagement scenarios, each requiring a different process within Zoho CRM.
These included:
The CRM needed to accommodate these scenarios while maintaining structured customer and deal information.
Alongside these requirements, the client wanted to introduce AI-powered functionality to support information capture and assistance within the CRM.
The main objectives were to centralize customer and deal information, customize CRM fields and layouts, align workflows with operational requirements, and introduce AI capabilities into everyday CRM activities.
We began by reviewing the business requirements and configuring Zoho CRM around the client’s customer management processes.
Our implementation work included:
The objective was to create a CRM structure that reflected how Stellar Group manages customer relationships and business opportunities.
Rather than treating every deal as identical, the configuration needed to support the different types of services offered by the business.
One of the important technical requirements was implementing AI-powered Voice Capture within Zoho CRM.
The functionality was designed to support the capture of information from conversations, helping bring AI-assisted capabilities into the CRM environment.
Our team implemented the AI Voice Capture functionality and integrated the CRM widget with the AI backend.
During integration, we encountered a Cross-Origin Resource Sharing (CORS) issue affecting communication between the CRM widget and the backend service.
We investigated and resolved the issue, allowing the AI Voice Capture integration to function as intended.
This was an important technical milestone because successful AI integration requires more than a working AI service. The CRM interface, backend, and communication between the systems must also operate correctly.
The next area of work focused on bringing AI Copilot functionality into the Zoho CRM environment.
Our team deployed AI Copilot updates to production and tested the AI Chat and AI Voice functionality within the Leads and Deals modules.
This made the AI functionality accessible as part of the CRM workflow rather than requiring users to rely entirely on a separate application.
The implementation demonstrated how AI capabilities can be incorporated into an existing CRM environment through customized functionality and backend integration.
Stellar Group’s business processes required careful consideration of how deals move through different stages.
For example, a customer might initially require design services and later decide to proceed with procurement.
Our team reviewed the workflows, transition requirements, and procurement-related data needs for the different scenarios.
The work included reviewing:
These reviews helped align the Zoho CRM configuration with the client’s operational processes.
The client’s design and procurement activities could not be represented by a single, identical workflow.
Our approach: We reviewed the business scenarios, CRM configuration, and required workflow transitions to support the different service models.
Communication between the CRM widget and AI backend was affected by a CORS issue.
Our solution: We identified and resolved the integration issue, enabling the AI Voice Capture functionality to operate within the CRM environment.
AI Chat and AI Voice needed to be available within the existing Leads and Deals workflows.
Our approach: We deployed the AI Copilot updates and tested the functionality in the relevant Zoho CRM modules.
Following the completion of Phase 1, CRMFolks delivered the following:
Structured Customer and Deal Management
Zoho CRM Leads and Deals were configured with business-specific fields and layouts to support customer and opportunity information.
AI Voice Capture Integration
AI-powered Voice Capture was implemented, and the technical issue affecting its integration was resolved.
AI Copilot Deployment
AI Copilot updates were deployed to production, with AI Chat and AI Voice functionality tested in the Leads and Deals modules.
Business Workflow Alignment
Design and procurement scenarios were reviewed, including transitions between different service requirements.
Client Validation
Following implementation and testing, Stellar Group confirmed that the AI functionality tested from its side was working correctly.
This confirmation marked an important milestone in the completion of Phase 1.
The Workplai implementation illustrates how Zoho CRM customization and AI integration can be brought together to support business-specific requirements.
A successful CRM implementation is not only about creating modules, fields, and automation. It also requires understanding how a business operates, designing the appropriate workflow structure, and ensuring that integrations function reliably.
For this project, CRMFolks combined Zoho CRM configuration, workflow design, CRM widget integration, and AI functionality to establish a foundation for AI-assisted customer and deal management.
Phase 1 of the Workplai Zoho CRM implementation for Stellar Group was successfully completed.
The project delivered customized Leads and Deals configuration, AI Voice Capture integration, AI Copilot functionality, and business workflow alignment for design and procurement operations.
Most importantly, the client confirmed that the tested AI functionality was working correctly.
The project demonstrates CRMFolks’ technical capabilities in Zoho CRM implementation, CRM customization, AI Copilot integration, AI Voice Capture, Zoho CRM widgets, workflow automation, and custom API integration.
At CRMFolks, we help businesses design and implement Zoho solutions that connect their processes, applications, and emerging AI capabilities.
CRMFolks Private Limited
Zoho Premium Partner
www.crmfolks.com
info@crmfolks.com
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