Reading Time: 3 minutes 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 34 employees and are based out of Salt Lake City, Utah. The Challenge We’ve been on the same software (Everest (Icode / Versata), since 2003 with no real updates since

Reading Time: 3 minutes 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 experience. With crystal-clear sound, pristine video, and a clear focus, meetings become more efficient. From the largest international institutions to city government: Televic Conference drives successful meetings worldwide. Their organization

Reading Time: 3 minutes Executive Summary Within Keller Williams Heritage is an apartment locating division, the first of its kind, located in San Antonio. They are a team of 18 looking to expand nationwide to a team of 30-40. The Challenge Being the first apartment locating division for a major brand such as Keller Williams was a challenge, as

Reading Time: 3 minutes 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 employees and operate in 15 states in the US. The Challenge We were previously using several different types of software for our company, which made it difficult for all employees.

Reading Time: 3 minutes 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 29 total employees and contractors with an expansion to Austin and Houston in 2023. The Challenge Prior to reaching out to the Zenatta team, Dwell’s biggest pain point was the

Reading Time: 3 minutes Executive Summary CC3 Solutions is an IT & Telecom Solutions Provider headquartered in St. Louis, Mo. They help design, procure, implement, and support small to global-sized businesses with their technology needs. They currently have over 60 employees nationwide, with two offices in WI and MO. Additionally, they have an ISO-certified warehouse to support customers’ needs,

Reading Time: 3 minutes Executive Summary One Firefly is a full-service digital marketing agency with services including web design, content marketing, paid ads, graphic design, social media, and consultation. They are a team of over 65 who work remotely throughout the United States and Mexico. The Challenge Prior to working with Zenatta, our organization was relying on manual efforts

Reading Time: 4 minutes 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 and leasing to single-family home purchases and sales to rentals. Their team includes 15 employees and 25 independent contractor brokers operating in Chicago and its suburbs. The Challenge Prior to

Reading Time: 3 minutes 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 small commercial projects. They are a team of 2 full-time employees located in Santa Barbara, CA. The Challenge We started this company using Zoho One as it looked to be

Reading Time: 4 minutes 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 risk of reherniation after discectomy surgery (disc herniation). They operate mainly in the United States and have about 60 employees throughout the country. The Challenge Prior to reaching out

Reading Time: 2 minutes 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 and videos, microsites, mobile apps, and digital media. CPI has 15 employees and is headquartered in San Diego. The Challenge We transitioned from Asana to Zoho in early 2021 because

Reading Time: 2 minutes 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 helps organize their contacts, listings, and marketing while the analytics keep tabs on YOY sales volume. The Challenge We have been on a 1-year quest to find the perfect software

Reading Time: 3 minutes 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, such as time tracking, scheduling, team communication, hiring & onboarding, and payroll. They have roughly 250 employees and are headquartered in San Francisco and Houston. The Challenge Before Zenatta, our

Reading Time: 3 minutes 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 bars, and hotels. Recently, they have expanded to direct distribution to grocery stores and many online venues, including a build-a-box subscription program. All of their coffee is fresh-roasted in Burlington,

Reading Time: 2 minutes 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 handful of different IT services over various sectors. The Challenge “Before Zenatta and Zoho, our critical business data was scattered about in a dozen different places managed by a dozen

Reading Time: 3 minutes Executive Summary ICC provides scalable technology solutions for remote workforces with outcomes that are measured for proven ROI in the areas of Leadership Development and Executive Coaching. Their headquarters is located in Denver, Colorado, and they provide national coverage. The Challenge Prior to coming to Zenatta, ICC had purchased Zoho One with the plan to

Reading Time: 2 minutes 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 most affected when a tragedy strikes in the course of business operations. They have 7 employees and hire 20-40 or more as needed to support projects throughout the year. The

Reading Time: 2 minutes 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 and hire 20 or more as needed to support projects throughout the year. The company is headquartered near Folsom, CA, has locations in CA and TX, and provides nationwide services.

Reading Time: 2 minutes Executive Summary The Otis Sampson Company is a woman-owned small business executive recruitment firm focusing on the sectors of chemicals, ingredients, pharmaceuticals, and biotech. They are a brand-new business founded and based out of Indianapolis, Indiana. The Challenge Sarah Holmes, the founder, had previously worked for another recruiting firm before starting the Otis Sampson Company.

Reading Time: 3 minutes Executive Summary Flavor Paper is located in Brooklyn, NY, and creates conversational handscreened and digital wallpaper with a modern twist. They’ve garnered awards worldwide for pushing the innovation envelope with unexpected materials and new technology such as holographic and ponyskin grounds, scratch-and-sniff scents, Day-Glo, invisible inks, and more. The Challenge Prior to Zenatta, they lacked

Reading Time: 2 minutes Executive Summary Vend Tech is a team of 50 vending machine experts delivering solutions nationwide based out of Idaho. They help others start franchise businesses for healthy vending machines. They also include the service, coaching, and locating for the business. The Challenge When Vend Tech reached out to Zenatta they already had Zoho CRM set

Reading Time: 2 minutes Executive Summary Rise Buildings is a property technology company based out of Chicago that helps clients all over the world. They provide a fully integrated tech stack to meet your needs, save you money, and increase your property’s performance. The Challenge When Rise Buildings first contacted Zenatta they “used a combination of spreadsheets, disparate systems,

Reading Time: 2 minutes Executive Summary ZUUM Transportation, Inc. is an automated freight management platform provider. ZUUM combines a digital freight marketplace with a shipper TMS, broker software, carrier TMS, and driver app. The company was founded in 2016 and is headquartered in Irvine, California. Introduction Prior to coming to Zenatta, Zuum’s primary CRM was very disorganized and the

Reading Time: 4 minutes Executive Summary Pediatric HeadShape Clinic is the largest head shape clinic in Canada. They currently have 4 locations to serve families with plans for expansion. PHSC specializes in the education, prevention, and treatment of pediatric head shape issues. The Challenge PHSC only had a basic understanding and expectation of traditional CRM services. They were trying

Reading Time: 3 minutes Executive Summary Legion Capital is a boutique private equity firm focused on specialized lending to real estate developers, business owners, and entrepreneurs. They provide bridge funding, acquisition, development, and growth capital to companies and projects in targeted industries. Legion also takes equity ownership in select companies and projects. Legion Capital’s headquarters are in Orlando, Florida.

Reading Time: 3 minutes Executive Summary Brite and Beautiful OC is a small business woman-owned beauty aesthetics studio that focuses on fat-freezing, spray tanning, and teeth whitening. They have been in business for almost 2 years, are a team of three employees, and have used Zoho CRM from the start.   Introduction Brite and Beautiful OC started with just a

Reading Time: 3 minutes Executive Summary: Coldwell Banker Town and Country is a leading real estate services company based in Southern California’s Inland Empire.  They have four offices, over 200 agents, and a full-time staff of 26 employees.  For the last 20+ years, they had used Goldmine CRM to run their sales, escrow, and property management divisions. Introduction They