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
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,
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
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
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
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.
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
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
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 a CRM set
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,
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
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
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.
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
Executive Summary Learning Innovation Catalyst (LINC) helps schools create student center classrooms through an online learning platform, along with coaching and professional services in the K-12 education sector. They have been in business for three years, have fifteen employees, and have used Zoho CRM from the start. Introduction LINC knew Zoho was the product for