The Challenge

LINC already used Zoho CRM for sales and pipeline management and Zoho Projects to track and fulfill client services. But because LINC bills clients as service agreements are delivered (tracked inside Projects), standard CRM deal reporting couldn’t accurately forecast cash flow or revenue timing.

The result was a major visibility gap: LINC needed a reporting system that reflected real revenue based on work scheduled, delivered, invoiced, and paid—rather than revenue implied by an opportunity’s close date.

Why It Mattered

For service-driven businesses, “closed won” doesn’t equal “money in the bank.” Without a fulfillment-based revenue view, it was difficult to plan staffing, manage delivery capacity, and confidently forecast cash flow. LINC needed real-time insight into what was scheduled, what had been delivered, and what was actually billable.

The Zenatta Solution

Zenatta used the native CRM–Projects integration and connected both systems into Zoho Analytics to build composite reporting that synthesized sales and delivery data into operational dashboards.

• Connected Projects to CRM Opportunities: Each client project was linked to its corresponding opportunity using the default Zoho CRM–Projects integration, creating a consistent relationship between sold work and delivered work.
• Service-delivery task statuses built for billing: Zenatta implemented custom task statuses in Zoho Projects so LINC could track services through the full lifecycle:
  • Scheduled
  • Delivered
  • Invoiced
  • Paid
• Billable value tied to delivery tasks: Each task was assigned a billable amount so revenue could be rolled up by status—making it possible to separate “upcoming” from “earned” and “collected.”
• Composite revenue dashboards in Zoho Analytics: Zenatta created reporting that grouped task billable amounts by task status and delivered dashboards such as:
  • Cash Flow Projection: scheduled services reported by due date.
  • Contract Tracking: a holistic view of incoming revenue from service agreements.
  • Opportunity vs Delivery Reality: full opportunity value compared to task values across each fulfillment status.

Results

Zenatta successfully executed the CRM and Projects customization needed to align LINC’s day-to-day operations with fulfillment-based revenue reporting. With multiple dashboards and daily analytics, LINC gained the visibility required to manage bookings, revenue, and service delivery with confidence.

“Zenatta is an exceptionally responsive and helpful partner in our Zoho implementation. The world-class support we received from their team has enabled our business to double year over year, while giving us necessary real-time insights into our business and operation. We are absolutely impressed with their work and the quality of their support.”

– Scott Noon, Chief Growth Officer, Learning Innovation Catalyst