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
Executive Summary
Innovate Coach Consult (ICC) provides scalable technology solutions for remote workforces, delivering measurable ROI in leadership development and executive coaching. Headquartered in Denver, Colorado, ICC serves clients nationwide.
ICC invested in Zoho One to centralize operations, but limited support response times slowed progress. Zenatta partnered with ICC to implement a tailored Zoho One solution centered on Zoho CRM, custom applications built in Zoho Creator, and advanced reporting in Zoho Analytics—helping ICC streamline recruiting and training workflows while reducing ongoing technology costs.
The Challenge
ICC purchased Zoho One with the intention of relying on Zoho’s support team for implementation and ongoing guidance. However, response times were slow and the team did not have the hands-on help needed to configure the platform around their processes.
ICC needed a system that could support candidate intake, resume generation, and new hire training workflows—without adding heavy administrative overhead. To move forward quickly and build the right-fit solution, ICC partnered with Zenatta.
Why It Mattered
ICC’s services depend on repeatable processes that scale across client organizations. Without a reliable system to manage candidate data, generate standardized documents, and track training progress, teams risked spending time on manual coordination instead of delivering value through coaching and leadership programs.
ICC also needed robust reporting that could replace redundant tools and reduce the hours spent building monthly reports for internal and client stakeholders.
The Zenatta Solution
After discovery calls, Zenatta and ICC identified Zoho CRM, Zoho Recruit, and Zoho Analytics as initial priorities. ICC quickly found Zoho Recruit was too complex for their needs, so Zenatta designed a simplified approach using Zoho Creator—delivering the right recruiting features without the overhead.
- Custom Recruiting App (Creator + CRM Sync): Built a custom Creator app that mirrored the key components of Zoho Recruit while staying lightweight and easy to use. The app synced with Zoho CRM and included automated notifications.
- Resume Builder App: Created a form-based Creator app that automatically generated resumes, reducing manual formatting and enabling consistent output.
- New Hire Training Manager: Developed a lightweight training and task management tool modeled after Zoho Learn, allowing employers to assign training, monitor progress, and manage content access.
- Unified Operations with CRM as the Hub: Connected all three Creator apps directly to Zoho CRM so records, status changes, and communications flowed through one system.
- Analytics Dashboards & Cost Reduction: Collaborated with ICC to build advanced Zoho Analytics dashboards and reporting. One dashboard eliminated $15,000 per year in redundant technology and reduced reporting efforts by up to 20 hours per month (per client feedback).
- Document Automation (Forms + Writer): Supported merge document automation based on Zoho Forms and Zoho Writer to streamline document generation and standardize output across programs.
“They have been absolutely fantastic. It is rare that people listen and get it the first time you say it. Zenatta does what they say they are going to do and that is rare.” – Susan Ruhl, President & CFO, ICC
Results
With three custom Creator apps integrated into Zoho CRM and supported by Zoho Analytics reporting, ICC gained streamlined workflows, stronger reporting, and scalable processes built for growth.
- Three custom Creator apps replacing unnecessary complexity while keeping ICC’s workflows fast and simple.
- Automated notifications and synced records between Creator and CRM to reduce manual follow-up work.
- Advanced Analytics dashboards that reduced reporting time by up to 20 hours per month (per client feedback).
- $15,000 in annual savings by eliminating redundant technology with a single dashboard (per client feedback).
“I can only imagine the things we can accomplish because of Zenatta. The Zenatta team have truly been a pleasure to work with. They’ve been able to implement everything I have been able to dream up. They are by far the most personable and effective consultants I’ve ever worked with.”
– Susan Ruhl, President & CFO, ICC![]()