Case Studies

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 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

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 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

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 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

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, 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

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 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,

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 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

Innovate Coach Consult Case Study
Innovate Coach Consult – Case Study

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

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 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

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 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.

The Otis Sampson Company Case Study
The Otis Sampson Company – Case Study

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

Flavor Paper Case Study
Flavor Paper – Case Study

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

Vendtech Case Study
Vendtech – Case Study

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

Rise Buildings Case Study
Rise Buildings – Case Study

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,

Zuum Transportation, Inc. Case Study
Zuum Transportation, Inc. – Case Study

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

Pediatric HeadShape Clinic Case Study
Pediatric HeadShape Clinic – Case Study

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

Billy

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

Developer

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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