The Challenge

MediMizer needed a way to manage quotes, renewals, and support cases at scale while keeping data accurate across Accounts, Contacts, Quotes, Deals, and custom modules. Native CRM layouts and templates made it difficult to keep addresses synchronized, track open cases efficiently, and handle multiple quote types for different offerings. The team also wanted clearer visibility into outstanding balances and license coverage.

Why It Mattered

As a long-established medical compliance software provider, MediMizer’s reputation depends on accurate records and reliable processes. Quote errors, inconsistent addresses, or unclear support coverage could slow response times and impact customer experience. A well-structured Zoho environment was essential to support ongoing growth and the needs of technicians and service organizations worldwide.

The Zenatta Solution

Zenatta worked with MediMizer to streamline processes and enhance functionality across their Zoho CRM environment—filling gaps that standard configurations couldn’t address on their own.

• Custom Related Lists for Open Cases: Built “Open Cases” related lists on Accounts and Contacts to show only active cases with key fields such as Case Number, Subject, Status, Payment, Related To, and Created Time. This allowed support teams to focus on what still needed attention.
• Quote Management & Buttons: Added specialized buttons (Renewal Quote, Reporting Quote, Service Quote, Request Quote) to generate different quote types with pre-filled Account and Quote details. Created a combined Create or Update Deal button on Quotes so users could either create a new Deal or update an existing one from a single action.
• Address Automation & Data Pushes: Implemented an Address Push button on Accounts to sync billing and shipping addresses down to related Contacts and Quotes. Added a Map Address button so Quotes could pull mailing and other address data directly from the linked Contact, reducing manual edits and errors.
• Renewal & License Workflows: Enhanced the Renewal Quote function to include specific asset types when conditions were met (such as web dashboards or additional databases) and improved license expiration tools and “Extend License Expiration” actions to keep renewals and coverage up to date.
• Support Coverage & Deal Validations: Refined account and deal logic so that support coverage status and closed-won validations stayed consistent—helping the team see at a glance which customers were covered and ensuring data accuracy before advancing deals.
• WorkDrive Development Module & Trade Show Tools: Designed a WorkDrive-backed structure within a custom development module to organize project documentation. Built trade show raffle forms and event workflows so sign-ups flowed directly into CRM with unique identifiers for easy follow-up.
• Event & Campaign Enhancements: Configured automated emails and signup flows for meetups and events, linking responses to CRM records so that outreach and follow-up could be managed from one centralized system.

“ Zenatta overcomes some of Zoho’s limits very well.” – Mark Woodruff, COO/CTO/Owner, MediMizer Software

Results

With Zenatta’s support, MediMizer transformed its Zoho CRM into a more consistent, accurate, and efficient system aligned with real-world workflows. Quoting is faster and less error-prone, support teams can focus on open issues, and license and renewal data is easier to manage.

• Reliable quoting tools tailored to multiple product and service types.
• Focused open-case views on Accounts and Contacts for better support visibility.
• Improved license and renewal tracking with streamlined expiration updates.

“Zenatta is responsive. They are patient and have great staff with great attitudes. They put on an amazing podcast. Zenatta is all good. No one should use Zoho without going to Zenatta first, before they start and before they migrate. Pay Zenatta to migrate your data.”

– Mark Woodruff, COO/CTO/Owner, MediMizer Software