Homebase – Case Study
Homebase – Zoho CRM Automation Case Study Industry: Team management software (HR / Payroll) | HQ: San Francisco & Houston | ~250 Employees Apps: Zoho CRM + Custom Functions (Deluge), Scheduled Automations, Round-Robin Assignment Automated Opp Creation (Every 2 Hours) Lead/Contact Signal Filtering + De-duplication Payroll-Ready Pipeline Automation Owner Reassignment + Round Robin Built to […]
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 (Pacific Northwest, USA) | Team Size: 19 Apps: Zoho CRM, Creator, Analytics, Campaigns, Writer Custom DSD Driver App Shopify Customer Migration into CRM Faster Invoicing in the Field Executive Summary […]
DataYard – Case Study
DataYard – Zoho One Reporting & Automation Case Study Industry: Managed IT Services (MSP) | Location: Dayton, Ohio, USA | Team Size: 12+ Apps: Zoho CRM, Analytics, WorkDrive, Writer, Flow, Desk, Projects Unified Business Reporting Automated Deal-to-Delivery Flow Real-Time Dashboards Executive Summary DataYard is a managed IT services provider headquartered in Dayton, Ohio. With a […]
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 Apps: Zoho CRM, Creator, Analytics, Forms, Writer 3 Custom Creator Apps $15,000 Annual Tool Savings 20 Hours/Month Saved Executive Summary Innovate Coach Consult (ICC) provides scalable technology solutions for remote […]
Aviem International – Case Study
Aviem International – Salesforce to Zoho Migration & Portal Enablement Case Study Industry: Crisis Response & Human Services | Location: Atlanta, GA (Global Operations) | Team Size: 7 (plus 20–40 temporary agents as needed) Lower Licensing Costs Portal-Based Scaling Simplified Time + Expense Tracking Executive Summary Aviem International is a crisis response organization that focuses […]
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 Size: 10–15 (plus 20+ temporary agents as needed) Apps: Zoho Creator, Zoho CRM 80% Less Paper Processing Portal-Ready Scaling Mobile-First Operations Executive Summary Abel Fire Equipment provides emergency support services […]
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: Zoho CRM, Zoho Recruit, Zoho Forms Improved Recruiting Visibility Modern ATS Foundation Scalable CRM Setup Executive Summary The Otis Sampson Company is a woman-owned executive recruitment firm serving the chemicals, […]
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: Zoho CRM, Inventory, Books, Creator, WorkDrive, Survey, Flow Unified ERP Across Teams Automated Order to Ship Workflows Cleaner Reporting & Fewer Status Check-ins Executive Summary Flavor Paper is a Brooklyn-based […]
Vendtech – Case Study
Vend Tech – Zoho One CRM Simplification & Support Enablement Case Study Industry: Franchise Services & Vending Operations | Location: Idaho, USA | Team Size: 50 Apps: Zoho CRM, Desk, Forms, Flow, Survey, Sites, WorkDrive Simplified CRM Architecture Stronger Automation & Processes Desk Launched With Growing KB Executive Summary Vend Tech is a team of […]
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 Size: Not listed Apps: Zoho CRM, Analytics From Spreadsheets to CRM Automated Sales Process Revenue Analytics & Reporting Executive Summary Rise Buildings is a property technology company based in Chicago […]