Keller Williams Heritage – Case Study
Keller Williams Heritage – Apartment Locating CRM, Sign & Analytics Case Study Industry: Real Estate – Apartment Locating | Location: San Antonio, TX | Team Size: 18 (Growing to 30–40) Apps: CRM, Sign, Analytics Custom Apartment Locating CRM Automated Lease Confirmation Workflow Commission Tracking & Reporting Executive Summary Keller Williams Heritage operates the first apartment […]
Trinity Engineering – Case Study
Trinity Engineering – Zoho One Platform Buildout Case Study Industry: Engineering Services | Location: United States | Team Size: ~15 Apps: Zoho Creator, CRM, Books, Desk, Calendar, Writer Unified Inspection Operations Automated Invoicing Improved Security & Visibility Executive Summary Trinity Engineering is a third-party, non-biased engineering firm specializing in inspections for major insurance carriers. With […]
Dwell Inc – Case Study
Dwell Inc – Zoho Automation & CRM Optimization Case Study Industry: Residential Real Estate Services | Location: Dallas–Fort Worth, Texas, USA | Team Size: 29 Apps: Zoho CRM, Forms, Flow, Analytics, Books 3× Increase in Qualified Opportunities Hundreds of Admin Hours Saved Automated Lead & SMS Workflows Executive Summary Dwell Inc provides apartment locating and […]
CC3 Solutions – Case Study
CC3 Solutions – Zoho One Optimization Case Study Industry: IT & Telecom Solutions | Location: St. Louis, Missouri, USA | Team Size: 60+ Apps: Zoho CRM, Analytics, Desk, Projects Cleaner CRM Data Executive-Level Reporting Modernized Support Operations Executive Summary CC3 Solutions is an IT and telecom solutions provider headquartered in St. Louis, Missouri. With over […]
One Firefly – Case Study
One Firefly – Zoho Projects Migration & CRM Automation Case Study Industry: Digital Marketing Agency | Location: United States & Mexico (Remote) | Team Size: 65+ Apps: Zoho CRM, Projects, Flow, Sign, Forms, Analytics Automated CRM Workflows Replaced Workfront with Zoho Projects Saved Over 15K/Year Executive Summary One Firefly is a full-service digital marketing agency […]
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 employees + 25 brokers) Apps: Zoho CRM, Creator, Flow, WorkDrive Reduced Tech Fatigue Automated Lead & Deal Workflows Saved ~$12K/Year in Tools Executive Summary Peak Realty Chicago is a real […]
Outset Architecture – Case Study
Outset Architecture – Zoho One Setup & Proposal Automation Case Study Industry: Architecture & Design Services | Location: Santa Barbara, California, USA | Team Size: 2 Apps: Zoho CRM, Books, Projects, Analytics, Writer, WorkDrive, Forms, Survey CRM as a Central Hub Faster Proposal Process Connected Projects & Finance Executive Summary Outset Architecture is a full-service […]
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, Zoho Creator, Zoho Analytics Connected Surgeon–Facility–Office Data Mobile Visibility for Sales Teams HIPAA-First Custom Apps Executive Summary Intrinsic Therapeutics is a medical device company that manufactures and sells the only […]
Communication Partners Inc. – Case Study
Communication Partners Inc. – Zoho Projects + Cliq + Analytics Case Study Industry: Benefits & HR Communications | Location: San Diego, CA | Team Size: 15 Apps: Zoho Projects, Zoho Cliq, Zoho Flow, Zoho Analytics, Zoho CRM, Zoho Survey Asana → Zoho Projects Migration Cliq Notifications via Zoho Flow Dashboards for Hours + Project Reporting […]
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 CRM, Zoho Analytics, Zoho Flow, Zoho WorkDrive / Google Drive, Zoho Campaigns, Zoho Mail/Calendar, Zoho Creator (scoped) Territories + Roles for New Agent Division Auto Folder Creation for Listings + […]