Bee the Wellness – Zoho One CRM & Operations Consolidation Case Study
Industry: Travel, Retreats & Events |
Location: Jackson Hole, WY (Global Operations) |
Team Size: 5
Apps: Zoho CRM, Flow, Forms, Bookings, WorkDrive, Writer, Analytics, Desk, SalesIQ, Sign, Social, Survey, Calendar
Executive Summary
Bee the Wellness is a transformative travel and retreat company designing curated experiences that blend physical adventure, spiritual growth, and luxury. With a lean team supporting events worldwide, Bee the Wellness needed a single, reliable operating system to manage client relationships, retreat planning, and internal coordination.
Zenatta implemented a unified Zoho One ecosystem anchored in Zoho CRM to replace scattered tools and create structured, automated workflows across the business.
The Challenge
Before Zenatta, Bee the Wellness relied on a patchwork of ClickUp, Google Sheets, Google Forms, and email. This fragmented approach made it difficult to track client interactions, manage retreat tasks consistently, and keep internal communication aligned across global operations.
As retreats grew in complexity, the lack of a centralized system created inefficiencies, increased the risk of human error, and pulled the team away from delivering the high-touch, seamless experience their clients expect.
Why It Mattered
Retreat operations require precision. Timelines, vendors, attendee logistics, and financial tracking all need to stay in sync. With disconnected systems, the team was forced into manual reconciliation and repetitive updates.
Bee the Wellness needed a scalable platform that could support repeatable planning workflows, improve visibility, and reduce day-to-day operational friction.
The Zenatta Solution
Zenatta built a consolidated Zoho One environment centered around Zoho CRM, creating one source of truth for client data, retreat planning, and operational execution.
- CRM & Data Consolidation: Zenatta centralized key operational data and workflows into Zoho CRM, replacing scattered records across ClickUp, Google Sheets, and email so the team could manage everything from one hub.
- Retreat Planning Blueprint & Task Automation: Zenatta designed a structured retreat planning framework using CRM blueprints and task logic, making phases, due dates, and completion steps more consistent across each retreat.
- Process Automation with Zoho Flow: Automated handoffs and updates reduced repetitive work and ensured consistency across modules, helping the team stay aligned without constant manual follow-up.
- Client Intake, Scheduling, and Docs: Zoho Forms and Bookings simplified client intake and scheduling, while WorkDrive and Zoho Writer provided organized document management and collaboration.
- Full Suite Integration: Beyond CRM, Bee the Wellness leveraged Zoho apps like Analytics, Desk, SalesIQ, Sign, Social, Survey, Writer, and Calendar, creating a connected ecosystem to support global operations.
“Zenatta really shines. They know the best practices of what apps work best for what function and how to put them together seamlessly.” – Adam Lambert, Founder & COO
Results
While Bee the Wellness does not track formal KPIs, the operational gains were immediate after consolidating systems and automating processes:
- ~12 hours saved per week through reduced manual administration and fewer double entry tasks.
- Improved internal visibility and coordination across retreat planning and client workflows.
- Reduced human error through standardized processes and automations.
- More time for the team to focus on delivering a high-touch client experience.
“Zenatta’s expertise in customizing and implementing these tools made a substantial positive impact on our business. They are also a stand-up company. Since George took over my account, it has been a 5-star experience.”
– Adam Lambert, Founder & COO
