The Challenge

Legion Capital had been paying for Zoho One for months, but CRM usage was limited to importing shareholder and investor lists so company updates could be emailed. Then Legion was approved by the SEC to raise $40 million via 1-, 2-, and 3-year bonds and Preferred Stock, which introduced an immediate need for meticulous investment tracking.

Legion also had regional directors fundraising in other states and needed a way for each director to manage their own Broker-Dealer and Advisor relationships—while maintaining centralized, accurate investment tracking for reporting and compliance workflows.

“At that point our Zoho CRM was primarily used to import lists of Shareholders/ Investors… however we were not utilizing the CRM for any core business operations.” – Jamison Lenczyk, Legion Capital

Why It Mattered

Fundraising at this level depends on data accuracy, consistent onboarding steps, timely investor communications, and reporting that leadership can trust. Legion needed more than a contact database—they needed a structured system to manage offerings, track investments, generate payment schedules, and reduce manual effort that would otherwise increase overhead and risk.

The Zenatta Solution

Zenatta built a fully tailored Zoho CRM experience for Legion Capital, with guided processes, automated outputs, and a data structure designed for real-world investment operations and reporting.

• Custom record hierarchy and data architecture: Legion’s relationship model did not fit the default Account/Contact structure. Zenatta used native modules paired with custom modules to represent Legion’s hierarchy and ensure records and relationships were captured and associated correctly.
• Blueprints and layout rules for investment onboarding: Zenatta implemented intricate blueprints and layout rules to guide users through the onboarding process. Based on investment type, the CRM dynamically required the correct fields, action items, and steps—standardizing execution across the team.
• Automated investor communications with mail merge: Zenatta configured automated notifications that generate and send intricate mail merge documents, including payment schedules and offering-specific documentation, triggered by workflow rules and blueprint steps.
• Automated payment schedule generation: Payment schedules previously built in Excel were fully automated. Zenatta translated Legion’s investment calculations into a CRM-driven payment scheduler that creates the correct payment records, supports reporting, and reduces manual record creation.
• Ongoing optimization and operational tooling: Based on the hour log, Zenatta continued evolving Legion’s system over time, including:
  • Enhancements to quarterly statement automation and attachment handling in WorkDrive.
  • Updates to accrued balance calculations using Analytics tables, scheduled functions, and exception handling.
  • Improvements to an investor portal experience built in Creator (role-based views, filters, performance optimizations).
  • New offering infrastructure (Reg A II / Reg A III) with layout, rate, and commission changes.
• Reducing overhead beyond CRM: Legion identified additional Zoho One apps that replaced other paid tools, helping reduce overall software spend while keeping operations unified.

Results

After months of development, Legion had a CRM tailored to their fundraising and investor operations—from onboarding and document generation to cleaner reporting and automated communications. The system helped Legion move from “CRM as a mailing list” to “CRM as the backbone of operations.”

• Processed 20 tickets totaling investments of nearly $750,000 to date.
• Automated emails and document workflows triggered by CRM rules and blueprints.
• Improved data capture and association across the investment hierarchy.
• Cleaner reporting and a structured foundation to support future offerings.
• Reduced overhead by consolidating tools into the Zoho One suite.

“We have had the pleasure of working with Josh Oliver since we started this relationship with Zenatta. Every time I get on the phone with Josh I am impressed not only by his vast knowledge of the CRM application – but how much he has learned about OUR company and what we use the CRM to accomplish.

Through working with the Zenatta team – I have become a better teammate and asset to my employers. After so much 1v1 time building out the CRM, he has helped me speak his language, and I have shown him how to speak mine.

Whenever management needs a new feature to be worked into the CRM or tweaked, I am able to try my own hand at fixing the issue or creating the new feature, prior to tagging in the pros at Zenatta – all while having the peace of mind that if I can’t figure it out, someone at Zenatta will be able to.”

– Jamison Lenczyk, Legion Capital