JEM Designs – Case Study
JEM Designs – Zoho Optimization & Client Portal Case Study Industry: Cabinets & Countertops | Location: Dayton, OH | Team Size: 10 Apps: Zoho CRM, Creator Improved Client Experience Streamlined Prospect Intake Enhanced Operational Efficiency Executive Summary JEM Designs is a cabinetry and countertops provider specializing in custom kitchens, bathrooms, bars, laundry rooms, and more. […]
AFS Group – Case Study
AFS Group – Flooring CRM, Integrations & Analytics Case Study Industry: Flooring & Home Improvement | Location: Midwest & Mid-South, USA | Team Size: 500+ Apps: Zoho CRM, Analytics, Desk, Flow, Forms, Projects, Sign, Survey End-to-End Lead-to-Deal Visibility Integrated Call Center & Scheduling Automated Commercial Workflows Executive Summary AFS Group is a $225M+ flooring company […]
Arrive55 & The Wine Mover – Case Study
Arrive55 & The Wine Mover – Zoho Platform Consolidation & CRM Modernization Case Study Industry: Logistics & Supply Chain (Temperature-Controlled Wine Logistics) | Location: Multi-state U.S. operations (TX, FL, AZ, CA, NC) | Team Size: Small distributed team Apps: Zoho CRM, Books, Analytics, Creator, Flow, Forms, Invoice, PageSense, Sign Salesforce & Zoho consolidated into one […]
Franklin Skills – Case Study
Franklin Skills – Zoho One Optimization Case Study Industry: Workforce Development | Location: Maryland, USA | Team Size: < 50 Apps: Zoho CRM, Campaigns, Recruit, Forms, Flow Streamlined Operations Reduced Manual Workload Improved Team Efficiency Executive Summary Franklin Skills provides training and recruitment solutions to help organizations strengthen their tech teams. With fewer than 50 […]
DKSI – Case Study
DK Smith International – WooCommerce to Zoho Integration & Analytics Case Study Industry: Import/Export (Commercial & RV) | Location: Vancouver, Canada (Warehouses: Toronto, ON & Dallas, TX) Team Size: 4 | Apps: Zoho CRM, Books, Inventory, Analytics Stabilized WooCommerce → Zoho order sync Dashboards for warranty, margins & pricing Reduced manual entry through automation Executive […]
Eklipse Creative – Case Study
Eklipse Creative – Zoho Books Recovery & Inventory Automation Case Study Industry: Technology (eCommerce & Data Solutions) | Location: Middle Tennessee, USA | Team Size: 1 + contractors Apps: Zoho Books, Inventory, Analytics, Flow, WorkDrive Multi-year data reconciled (2017–2024) Inventory rebuilt & validated Automations for POs & Estimates WooCommerce stock sync via Flow Executive Summary […]
What Is a Zoho Partner (and What Do They Actually Do)?
Picking a Zoho Partner is one of those decisions that looks simple from the outside and then turns out to have real consequences once you are six months in. The wrong partner can leave you with a system you do not understand, automations that nobody can maintain, and a sense that you paid for a […]
Cano Liquor Licenses – Case Study
Cano Liquor Licenses – Zoho CRM Transformation Case Study Industry: Licensing Consulting & Brokerage (Retail) | Location: Torrance, California (USA) | Team Size: 5 Apps: Zoho CRM, Zoho Analytics, Zoho Flow Centralized license → deal workflow Automated document generation Faster search & data updates Executive Summary Cano Liquor Licenses is a consulting and brokerage firm […]
Prometis Partners – Case Study
Prometis Partners – Zoho CRM & Automation Case Study Industry: Business Consulting & Advising | Location: Michigan, USA | Team Size: Boutique Firm Apps: Zoho CRM, Analytics, Flow, WorkDrive, Campaigns, Forms Centralized CRM implementation Automated lead & task workflows Marketing & ROI dashboards ScoreApp & Zoom integrated Executive Summary Prometis Partners is a consulting firm […]
Doorwayz – Case Study
Doorwayz Unlimited – Zoho One CRM & Project Workflow Case Study Industry: Commercial Doors & Hardware Distribution | Location: Schaumburg, Illinois, USA | Team Size: 16 Employees Apps: Zoho CRM, Zoho Projects, Zoho WorkDrive, Zoho Analytics More accurate reporting Improved CRM-to-project flow Automated follow-up processes Structured document management Executive Summary Doorwayz Unlimited is a commercial […]