Case Studies

Peak Realty Chicago – Case Study

Peak Realty Chicago – Zoho CRM & Creator Automation Case Study Industry: Real Estate Brokerage | Location: Chicago, Illinois, USA | Team Size: 40 (15

Outset Architecture – Case Study

Outset Architecture – Zoho One Setup & Proposal Automation Case Study Industry: Architecture & Design Services | Location: Santa Barbara, California, USA | Team Size:

Intrinsic Therapeutics – Case Study

Intrinsic Therapeutics – Zoho CRM + Creator Platform Build Case Study Industry: Medical Devices | Location: United States | Team Size: ~60 Apps: Zoho CRM,

Communication Partners Inc. – Case Study

Communication Partners Inc. – Zoho Projects + Cliq + Analytics Case Study Industry: Benefits & HR Communications | Location: San Diego, CA | Team Size:

Hirsh Real Estate – Case Study

Hirsh Real Estate – Zoho One + Analytics Case Study Industry: Luxury Residential Real Estate | Location: Atlanta, GA | Team Size: 4 Apps: Zoho

Homebase – Case Study

Homebase – Zoho CRM Automation Case Study Industry: Team management software (HR / Payroll) | HQ: San Francisco & Houston | ~250 Employees Apps: Zoho

Fidalgo Coffee Roasters – Case Study

Fidalgo Coffee Roasters – Zoho CRM + Creator DSD Delivery App Case Study Industry: Food & Beverage (Coffee Roasting & Distribution) | Location: Burlington, Washington

DataYard – Case Study

DataYard – Zoho One Reporting & Automation Case Study Industry: Managed IT Services (MSP) | Location: Dayton, Ohio, USA | Team Size: 12+ Apps: Zoho

Innovate Coach Consult – Case Study

Innovate Coach Consult – Custom Talent + Training Apps in Zoho Creator Case Study Industry: Leadership Development & Executive Coaching | Location: Denver, Colorado, USA

Aviem International – Case Study

Aviem International – Salesforce to Zoho Migration & Portal Enablement Case Study Industry: Crisis Response & Human Services | Location: Atlanta, GA (Global Operations) |

Abel Fire Equipment – Case Study

Abel Fire Equipment – Zoho Creator Operations Platform Case Study Industry: Emergency Response Support & Logistics | Location: Near Folsom, CA (Nationwide Services) | Team

The Otis Sampson Company – Case Study

The Otis Sampson Company – Zoho CRM & Recruit Implementation Case Study Industry: Executive Recruitment | Location: Indianapolis, IN | Team Size: Small Business Apps:

Flavor Paper – Case Study

Flavor Paper – Custom Zoho ERP Build Case Study Industry: Manufacturing, Design & E-commerce | Location: Brooklyn, NY, USA | Team Size: Not listed Apps:

Vendtech – Case Study

Vend Tech – Zoho One CRM Simplification & Support Enablement Case Study Industry: Franchise Services & Vending Operations | Location: Idaho, USA | Team Size:

Rise Buildings – Case Study

Rise Buildings – Zoho One CRM Automation & Analytics Enablement Case Study Industry: Property Technology (PropTech) | Location: Chicago, IL, USA (Global Operations) | Team

Zuum Transportation, Inc. – Case Study

ZUUM – Zoho One CRM Rebuild, Pipeline Management & Analytics Case Study Industry: Transportation & Logistics (Freight Tech) | Location: Irvine, CA, USA | Founded:

Pediatric HeadShape Clinic – Case Study

Pediatric HeadShape Clinic – HIPAA-Compliant Patient Automation & Diagnostic Workflow Case Study Industry: Healthcare | Location: Canada (4 Locations, Expanding) | Team Size: Not listed

Legion Capital – Case Study

Legion Capital – SEC Fundraising CRM & Investor Operations Case Study Industry: Private Equity & Specialized Lending | Location: Orlando, FL | Team Size: Not

Learning Innovation Catalyst – Case Study

Learning Innovation Catalyst (LINC) – CRM + Projects Revenue Reporting Case Study Industry: K–12 Education (EdTech & Professional Services) | Location: USA | Team Size:

Coldwell Banker Town and Country – Real Estate Sales, Property Management, and Escrow Services – Case Study

Coldwell Banker Town and Country – Zoho CRM & Zoho One Migration Case Study Industry: Real Estate, Property Management & Escrow | Location: Inland Empire,

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