Project Highlight: Covet International
From spreadsheet chaos to a connected, conversion-driven sales engine
Covet International is a leading supplier of premium aluminium timber-look cladding. When we met the team, core sales and quoting processes were fragmented across Zoho Desk, Excel, and Xero resulting in stalled deals, limited visibility, and operational risk.
Client Overview
Location: Yarraville, Victoria
Website: www.covet.com.au
The Challenge
- 1,000+ quotes sitting idle in Excel
- Manual pricing, shipping, and tariff calculations
- No version control or central product catalogue
- Reactive customer service with limited sample follow-up
- No visibility across manufacturing and project milestones
The Transformation
CRM Transformed migrated Covet’s entire Sales → Quote → Order → Invoice lifecycle back into Zoho CRM, where it belongs. We delivered:
- Centralised product and price books
- Automated shipping and tariff calculations
- Real-time quote generation via offshore supplier integration (hours → seconds)
- AusPost integration for sample pick, pack, and tracking
- Bi-directional Zoho CRM ↔ Xero integration for invoicing and sales orders
- Deal and quote risk scoring to flag issues before they impact delivery
The Impact
Covet now operates with full pipeline visibility, faster quote turnaround, higher conversion rates, and reduced project risk while enabling their team to work proactively rather than reactively.
What’s next
- Automated follow-up for lower-value quotes so teams can focus on high-value projects
- AI-enabled bots to reduce admin overhead
- Ongoing optimisation of the end-to-end customer journey
