The Challenge

Before partnering with Zenatta, JEM Designs had Zoho in place but was not utilizing it to its full potential. Many essential workflows, like client intake, display engagement, and customer communication, were manual and time-consuming. The team struggled to balance operational improvement with day-to-day business responsibilities.

“We had been utilizing Zoho, but not to the capacity we are currently. Zenatta is assisting with the development of a client portal, QR codes for displays as well as improving our prospect intake experience.” – Danny McGeady, CEO

Why It Mattered

JEM Designs wanted to modernize how customers interacted with their business, from the moment they viewed showroom displays to the point they received project updates. Without structured workflows and a customer-ready portal, the internal team spent excessive time on manual tasks, slowing down sales cycles and limiting capacity for growth.

The Zenatta Solution

Zenatta worked closely with JEM Designs to expand their Zoho ecosystem and align it with their operational vision. The solution focused on restructuring intake processes, modernizing showroom engagement, and creating a dedicated client portal.

• Client Portal Development (Zoho Creator): A custom Creator-based portal gives clients access to project details, documents, and updates. Granular permission controls allow different experiences for homeowners, subcontractors, and general contractors.
• QR Code Product Display Integration: Zenatta created QR codes that connect showroom displays to detailed product pages powered by Zoho Creator, giving visitors immediate digital access to specifications and inquiry forms.
• Prospect Intake Optimization (CRM + Creator): A unified intake form pushes structured data directly into the CRM’s Prospects module, improving follow-up speed and data accuracy.
• Operational Support & Automation: Zenatta took on the heavy lifting of configuration, development, and refinements—freeing the JEM team to focus on core business operations while still advancing their systems.

“Zenatta has done a great job of listening to our needs and implementing them for our team to succeed. When we have taken these tasks on internally, it takes a tremendous amount of time away from us running our business.”– Danny McGeady, CEO

Results

With Zenatta’s help, JEM Designs improved both customer-facing experiences and internal workflows. The company now operates with stronger consistency, higher engagement, and a more polished digital experience.

• Better customer retention through a smoother, more modern customer experience.
• Significant reduction in administrative overhead driven by optimized intake workflows.
• Enhanced showroom interactions using QR-based product details.
• Clear visibility into prospects and project pipelines within CRM.
• Greater readiness for future automation and scalability.

“Zenatta is helping us improve our processes which will in turn help us with client retention. They have done a great job of taking our vision and implementing it for our day-to-day operations. When our clients experience our process, they do not want to explore other suppliers.”

– Danny McGeady, CEO