Homebase – Case Study

Homebase – Zoho CRM Automation Case Study Industry: Team management software (HR / Payroll) | HQ: San Francisco & Houston | ~250 Employees Apps: Zoho CRM + Custom Functions (Deluge), Scheduled Automations, Round-Robin Assignment Automated Opp Creation (Every 2 Hours) Lead/Contact Signal Filtering + De-duplication Payroll-Ready Pipeline Automation Owner Reassignment + Round Robin Built to […]