The Challenge

Before working with Zenatta, Doorwayz faced ongoing frustration with its CRM and project processes. Requested changes were often described as impossible or quoted at 10+ hours of development time. Their previous provider also required a minimum monthly block of hours and limited all system changes to its own team, creating unnecessary dependency and making improvement expensive.

• Limited Flexibility: Requested system improvements were frequently framed as unrealistic, overly complex, or too time-consuming to implement.
• Vendor Dependency: The prior provider required ongoing minimum monthly hours and restricted modifications to its own team, reducing Doorwayz’s independence.
• Inefficient Processes: CRM and project workflows lacked the automation and structure needed to keep sales and project handoffs consistent.
• Reporting Gaps: The team needed more reliable visibility into system data and stronger workflow alignment across departments.

“We were always told it was either impossible or would take 10+ hours to do what we wanted.” – Ken Diener, Sales Manager, Doorwayz Unlimited

Why It Mattered

Doorwayz relies on smooth coordination between sales activity, client follow-up, project execution, and supporting documentation. Without dependable automations and stronger connections between CRM and Projects, important next steps could be delayed or handled manually. The team needed a Zoho environment that could support day-to-day operations more efficiently while also giving leadership more confidence in the accuracy of its reporting.

The Zenatta Solution

Zenatta worked with Doorwayz to build a more streamlined and automated workflow across its Zoho One environment. The focus was on reducing manual work, improving accountability, and strengthening the handoff between sales and project teams.

• Stage-Based Automations: At key deal stages, automations now trigger tasks, notifications, and next-step actions. This reduces reliance on manual reminders and helps ensure important steps happen on time.
• Email & Task Automations: Email notifications keep the right team members informed at critical points, while custom “easy buttons” in CRM allow staff to create tasks instantly with less friction.
• Call Management Enhancements: Zenatta implemented call-based automations that create follow-up calls based on call outcomes, helping Doorwayz maintain more consistent client communication without depending on manual scheduling.
• Project Handoff Automations: When deals reach Closed Won, the system automatically creates a new Zoho Project and passes along relevant deal details. Each project is linked back to the original deal and account for full visibility.
• WorkDrive Integration: A custom WorkDrive folder structure tied to deals ensures every new deal generates a consistent set of folders, making files easier to store, find, and manage.
• Training & Video Recaps: Zenatta supported the technical work with hands-on training and detailed video recaps, giving Doorwayz both the implementation itself and a clear reference for how changes were made.

“Zenatta met with us on each challenge and would either show us how to do it ourselves or they would do it for us. The nice thing is that Zenatta provides a video recap on how they have done each resolution or modification.” – Ken Diener, Sales Manager, Doorwayz Unlimited

Results

Since partnering with Zenatta, Doorwayz has achieved a stronger level of accuracy and efficiency across its Zoho One environment. Reporting is more dependable, CRM and project workflows are more connected, and the team now has a better long-term understanding of its own system through training and implementation recaps.

• More accurate reporting across the business.
• Improved CRM and project workflow alignment.
• Automated follow-up processes that reduce manual effort.
• Better visibility into deal handoffs and project execution.
• Lasting value from video recaps that serve as both documentation and training resources.

“Zenatta provides great support and awesome training courses. We would recommend Zenatta to anyone looking for a Zoho partner since they are so well versed in all the different functions. We have much more accurate reporting. Our flow for CRM and projects is the best we have ever had.”

– Ken Diener, Sales Manager, Doorwayz Unlimited