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 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.