Case Studies

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

Legion Capital Case Study
Legion Capital – Case Study

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.

Brite and Beautiful OC Case Study
Brite and Beautiful OC – Case Study

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

Learning Innovation Catalyst Case Study
Learning Innovation Catalyst – Case Study

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


Senior 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

Senior 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.