The Challenge

For years, Classic Homes relied on an aging in-house “Sales System” to produce contract summaries and final agreements. Built on Ruby on Rails and outdated APIs, this system had become unstable and difficult to maintain, creating inefficiencies in their sales and contracting workflows.

“The system was built many years ago and has been falling apart,” explained Dinesh Jain, Marketing Director at Classic Homes. “It was unreliable, and maintaining it had become increasingly difficult.”

The deteriorating technology threatened productivity and consistency. Manual data entry and limited system capabilities increased the risk of delays and errors in critical client documents. Classic Homes needed a robust, scalable, and modernized solution to sustain growth and enhance efficiency.

Why It Mattered

Contracts are the backbone of Classic Homes’ business. Inaccurate or inefficient contract processes could lead to project delays, costly errors, or client dissatisfaction. To stay competitive, Classic Homes needed a reliable platform that could handle complex pricing calculations, custom home configurations, and legally binding agreements—all while ensuring data accuracy and compliance.

The Zenatta Solution

Zenatta collaborated with Classic Homes to develop a fully integrated contract management system within Zoho CRM, eliminating their dependency on the outdated Ruby on Rails application. This solution streamlined the end-to-end process—from client data capture to contract signing—while ensuring flexibility for custom home configurations.

• Comprehensive CRM Contract Builder: Zenatta built a powerful contract generation function inside Zoho CRM’s Deals module, tailored to Classic Homes’ sales process and pricing model.
• Subforms for Detailed Project Data: Two specialized subforms were created—one for base model details and another for individual customizations. Together, they capture every design element and automatically calculate pricing totals.
• Automated Document Generation: A custom button triggers a Zoho Writer mail merge, generating complete contract documents that include structural breakdowns, model details, and itemized costs—all within seconds.
• Zoho Writer & Sign Integration: Contracts are automatically formatted and routed through Zoho Sign for digital execution, ensuring secure and compliant client agreements.
• WorkDrive & Data Centralization: All generated documents are stored in the appropriate WorkDrive folders linked to their CRM records, ensuring organization-wide visibility and easy access.

“With Zenatta, we’ve entirely replaced our old sales system—building out its primary functions directly within Zoho CRM. The new process is faster, more reliable, and gives us room to expand.” – Dinesh Jain, Marketing Director, Classic Homes

Results

Though still in early deployment, the new CRM-based system has already demonstrated significant improvements in efficiency and usability. The automated contract process saves hours per project, eliminates errors from manual data entry, and gives Classic Homes a scalable platform for future growth.

• Legacy Ruby on Rails system fully replaced
• Contracts automatically generated in Zoho Writer
• Accurate, itemized pricing calculations for every project
• Seamless integration with Zoho Sign and WorkDrive
• Significant time savings and improved operational visibility

“Zenatta has proven capable and they have been upfront with us every step of the way—with a clear picture of what is possible, what is not, and approximately what it will take to achieve.”

– Dinesh Jain, Marketing Director, Classic Homes of Maryland