Case Studies

The Wine Mover & Arrive55 - Case Study - Uncategorized -  - Arrive55 case study
Arrive55 & The Wine Mover – Case Study

Arrive55 & The Wine Mover – Zoho Platform Consolidation & CRM Modernization Case Study Industry: Logistics & Supply Chain (Temperature-Controlled Wine Logistics) | Location: Multi-state

Franklin Apprenticeships – Case Study - Uncategorized -  - Franklin Skills
Franklin Skills – Case Study

Franklin Skills – Zoho One Optimization Case Study Industry: Workforce Development | Location: Maryland, USA | Team Size: < 50 Apps: Zoho CRM, Campaigns, Recruit,

DKSI – Case Study - Uncategorized -  - DSKI
DKSI – Case Study

DK Smith International – WooCommerce to Zoho Integration & Analytics Case Study Industry: Import/Export (Commercial & RV) | Location: Vancouver, Canada (Warehouses: Toronto, ON &

Eklipse Creative - Case Study - Uncategorized -  - Eklipse Creative
Eklipse Creative – Case Study

Eklipse Creative – Zoho Books Recovery & Inventory Automation Case Study Industry: Technology (eCommerce & Data Solutions) | Location: Middle Tennessee, USA | Team Size:

Cano Liquor Licenses – Case Study - Uncategorized -  - Cano Liquor License Consulting - Cano Liquor Licenses
Cano Liquor Licenses – Case Study

Cano Liquor Licenses – Zoho CRM Transformation Case Study Industry: Licensing Consulting & Brokerage (Retail) | Location: Torrance, California (USA) | Team Size: 5 Apps:

Prometis Partners – Case Study - Uncategorized -  - Prometis Partners
Prometis Partners – Case Study

Prometis Partners – Zoho CRM & Automation Case Study Industry: Business Consulting & Advising | Location: Michigan, USA | Team Size: Boutique Firm Apps: Zoho

Doorwayz – Case Study - Uncategorized -  - Doorwayz
Doorwayz – Case Study

Executive Summary Doorwayz Unlimited is a commercial door distributor headquartered in Schaumburg, IL. With a team of 16 employees, the company supplies doors and hardware

Medimizer – Case Study - Uncategorized -  - MediMIzer
MediMizer – Case Study

MediMizer Software – Zoho CRM & Quoting Optimization Case Study Industry: Healthcare Software (CMMS) | Location: San Diego, California (Remote Operations) Team Size: 20 (7

SKMac – Case Study - Uncategorized -  - SKMAC
SKMac – Case Study

SKMac – Zoho CRM Modernization & Quoting Automation Case Study Industry: Professional & Business Services (Pro AVL) | Location: Mid-Atlantic, USA | Team Size: 20+

Decision Resources – Case Study - Uncategorized -  - Decision Resources
Decision Resources – Case Study

Decision Resources – Trello to Zoho Analytics Helpdesk Case Study Industry: Manufacturing ERP & Consulting | Location: USA | Team Size: 15+ Apps: Zoho Desk,

C&G Arms – Case Study - Uncategorized -  - C-G Holsters
C&G Arms – Case Study

C&G Arms – Zoho Inventory & Production Automation Case Study Industry: Manufacturing & Operations (Firearm Accessories) | Location: USA | Team Size: 30+ Employees Apps:

ScaleHub - Case Study - Uncategorized -  - ScaleHub - ScaleHub
ScaleHub – Case Study

ScaleHub – CRM Forecasting & Automation Case Study Industry: Technology & AI (Data Automation) | Headquarters: Hamburg, Germany | Team: 50+ Apps: Zoho CRM, Analytics,

Complete Payroll Services – Case Study - Uncategorized -  - CompletePayrollServices
Complete Payroll Services – Case Study

Complete Payroll Services – Sales & Onboarding Automation Case Study Industry: Payroll, Timekeeping & HR Services | Location: Little Rock, Arkansas, USA | Team Size:

CU-Interface mpowered - Case Study - Uncategorized -  - CU-Interface
CU-Interface mpowered – Case Study

CU-Interface mpowered – Reporting & Analytics Optimization Case Study Industry: Financial Technology (Credit Union Software) | Location: Richfield, Ohio | Team Size: Under 30 Apps:

BES - Case Study - Case Study -  - BES
BES – Case Study

BES – CRM Centralization & Workflow Automation Case Study Industry: Nonprofit (Education & Leadership Development) | Location: United States | Team Size: 30+ Apps: Zoho

Tayden Impact Partners - Case Study - Case Study -  - Tayden Impact Partners
Tayden Impact Partners – Case Study

Tayden Impact Partners – Zoho One Consolidation & Workflow Automation Case Study Industry: Organizational Development & DEI Consulting | Location: Nashville, TN (Remote Team) |

Classic Homes - Case Study - Case Study -  - ClassicHomesMD
Classic Homes – Case Study

Classic Homes – Contract Automation & CRM Modernization Case Study Industry: Custom Home Building | Location: North Bethesda, Maryland | Team Size: 20 Employees Apps:

MCAM Northwest, Inc. - Case Study - Case Study -  - MCAM NW - MCAM
MCAM Northwest, Inc. – Case Study

MCAM Northwest, Inc. – CRM Modernization & Automated Renewals Case Study Industry: Manufacturing & Industrial Technology | Location: Oregon City, OR, USA | Team Size:

CQ Floors - Case Study - Case Study -  - CQ Floors
CQ Floors – Case Study

CQ Floors – Zoho CRM & Estimating Integration Case Study Industry: Flooring Sales & Installation | Location: San Marcos, CA | Team Size: 6 Apps:

One Place Agents - Case Study - Case Study -  - One Place Agents
One Place Agents – Case Study

One Place Agents – Apartment Locating Automation Case Study Industry: Real Estate (Apartment Locating) | Location: United States | Team Size: 2 agents, scaling to

MADE Apparel Services - Case Study - Case Study -  - MADE apparel services
MADE Apparel Services – Case Study

MADE Apparel Services – Zoho CRM & Projects Integration Case Study Industry: Apparel Development & Prototyping | Location: Seattle, WA | Team Size: Single-owner business

Fired Up! Culture - Case Study - Case Study -  - FiredUp Culture
Fired Up! Culture – Case Study

Fired Up! Culture – Survey Revamp & Operational Automation Case Study Industry: Leadership Development & Consulting | Location: United States | Team Size: 10 Apps:

EV+ - Case Study - Case Study -  - EV
EV+ – Case Study

EV+ – Zoho CRM & Analytics Modernization Case Study Industry: EV Charging & Commercial Real Estate | Location: New York, USA | Team Size: 10+

LEOGANT - Case Study - Case Study -  - LEOGANT
LEOGANT – Case Study

LEOGANT – Subscription Automation & CRM Optimization Case Study Industry: Water Systems & Sustainability | Location: Berlin, Germany | Team Size: 10+ Apps: Zoho CRM,

Connect Pay USA - Case Study - Case Study -  - ConnectPayUSA
Connect Pay USA – Case Study

ConnectPay – Zoho CRM & Desk Workflow Transformation Case Study Industry: Payroll & Tax Services | Location: United States | Team Size: 180+ Apps: Zoho

Select Communications - Case Study - Case Study -  - Select Communications
Select Communications – Case Study

Select Communications – Zoho Optimization & AI Lead Enrichment Case Study Industry: Technology Brokerage & Telecom | Location: United States (Remote) | Team Size: ~30

TVS Pro - Case Study - Case Study -  - TVS Pro
TVS Pro – Case Study

Executive Summary TVS Pro is a custom audio-video solutions integrator. They sell and install audio and video equipment and control. They are a team of

Televic - Case Study - Case Study -  - Televic
Televic – Case Study

Executive Summary Televic manufactures some of the most innovative systems for moderated meetings. Its complete range of conference solutions simplifies decision-making by improving the meeting

Trinity Engineering - Case Study - Case Study -  - Trinity Case Study
Trinity Engineering – Case Study

Executive Summary Trinity Engineering is a third-party, non-biased engineering firm that specializes in inspections for major insurance carriers. They are a team of roughly 15

Dwell Inc - Case Study - Case Study -  - Dwellinc Case Study - Dwell Inc
Dwell Inc – Case Study

Executive Summary Dwell Inc provides apartment locating and residential real estate buying/selling services to clients in the Dallas/Ft. Worth Metroplex. They are a team of

CC3 Solutions - Case Study - Case Study -  - CC3 Case Study - CC3 Solutions
CC3 Solutions – Case Study

Executive Summary CC3 Solutions is an IT & Telecom Solutions Provider headquartered in St. Louis, Mo. They help design, procure, implement, and support small to

One Firefly - Case Study - Case Study -  - One Firefly Case Study - One Firefly
One Firefly – Case Study

Executive Summary One Firefly is a full-service digital marketing agency offering web design, content marketing, paid ads, graphic design, social media, and consultation. Their 65+

Peak Realty Chicago - Case Study - Case Study -  - Peak Realty Case Study - Peak Realty Chicago
Peak Realty Chicago – Case Study

Executive Summary Peak Realty is a real estate brokerage firm with an investment mindset. They help clients in all asset classes ranging from multi-family purchases

Outset Architecture - Case Study - Case Study -  - Outset Arch Case Study - Outset Architecture
Outset Architecture – Case Study

Executive Summary Outset Architecture is a full-service architecture firm providing design, permitting, and construction administration services, with a focus on residential, accessory dwelling units, and

The Intrinsic Therapeutics Case Study
Intrinsic Therapeutics – Case Study

Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only FDA-approved Annular Closure Device. This device greatly helps patients reduce

The Communications Partners Case Study
Communication Partners Inc. – Case Study

Executive Summary Communication Partners Inc. is a custom communications firm, focusing solely on benefits and HR communications. They produce benefit guides and other print materials

The Hirsh Real Estate Case Study
Hirsh Real Estate – Case Study

Executive Summary Hirsh Real Estate is a small team of four that sells over $100,000,000 annually in luxury homes in Atlanta, GA. The Zoho suite

Homebase Case Study
Homebase – Case Study

Executive Summary Homebase is an all-in-one team management software for small businesses. They offer a suite of tools to make managing an hourly team stress-free,

Fidalgo Coffee Roasters Case Study
Fidalgo Coffee Roasters – Case Study

Executive Summary Fidalgo Coffee Roasters is a 29-year-old coffee roaster located in the Pacific Northwest. They roast and distribute the best coffee to restaurants, espresso

DataYard Case Study
DataYard – Case Study

Executive Summary DataYard is a managed IT services provider headquartered in Dayton, OH. They are a team of over a dozen and growing providing a

Innovate Coach Consult Case Study
Innovate Coach Consult – Case Study

Executive Summary Innovate Coach Consult (ICC) provides scalable technology solutions for remote workforces, delivering measurable ROI in leadership development and executive coaching. Headquartered in Denver,

Aviem International Inc. Case Study
Aviem International – Case Study

Executive Summary Aviem is a crisis response organization that focuses on human services. They partner with companies to provide practical care and support to those

Abel Fire Equipment Case Study
Abel Fire Equipment – Case Study

Executive Summary For emergency support, Abel Fire supplies rental equipment (tents, facilities), staffing, and vehicles to customers like FEMA and PGE. They have 10-15 employees

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna

Consultant

With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.

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