The Challenge

LEOGANT tested many platforms over the years—Oracle, Salesforce, Sage, Odoo, Scopevisio, and Weclapp. However, none offered the flexibility, cost balance, or customization they required. Their long history of processes made migration difficult as well. They also needed tools that could support subscription cycles, German-compliant invoicing, and automated reminders. Although Zoho gave them the right foundation, LEOGANT still needed expert help to build stable automation, maintain data consistency, and simplify everyday work.

“We were delighted with Zenatta’s ultra-fast problem detection and ability to translate our requirements into optimized processes. They helped us understand every customization instead of creating dependency.” – Thomas Hartwig, Founder, LEOGANT

Why It Mattered

Reliable subscription management requires clear timing, accurate reminders, and smooth customer communication. Without automation, these tasks create delays and increase the risk of errors. As LEOGANT continued to grow, manual steps slowed their team and limited their ability to deliver a consistent service experience. Therefore, a unified and automated workflow was essential. It also needed to support both English and German customers while keeping all records synchronized across modules.

The Zenatta Solution

Zenatta designed a streamlined and automated subscription system using Zoho CRM, Creator, Books, Analytics, and Forms. The new setup reduced manual work, improved data accuracy, and aligned all customer-facing processes.

• Zoho CRM Automation: Updated subscription logic for all plans and added rules for Next Filter Change, Next Shipping Date, and multilingual emails. In addition, CRM now manages address sync, reminder cycles, and automated status updates.
• Zoho Creator Application: Built a multilingual Change Request form with structured data handling. The form includes Premium-specific rules, guided field logic, and direct CRM record creation, which replaced an earlier and less reliable Flow setup.
• Zoho Books Integration: Automated Sales Order creation now triggers at the right stage of each subscription. The system also maps line items, applies address rules, and links Sales Orders back into CRM for full visibility.
• Zoho Analytics Reporting: Created dashboards, migration tables, and service-cycle reports. These tools help LEOGANT track shipping cycles, filter changes, and long-term subscription activity.
• Document & Data Management (WorkDrive + Desk + Sign): Centralized documents in WorkDrive, added ticket alerts in Desk, and improved subscription signup workflows using Zoho Sign. This also increased clarity around historical data.

“Zenatta is trustworthy, transparent, and always focused on the right solution without overselling. Their work has made Zoho efficient and easy for us.” – Thomas Hartwig, Founder, LEOGANT

Results

The updated Zoho system now supports a faster, more predictable subscription workflow. LEOGANT also benefits from clearer reporting, consistent multilingual communication, and fewer manual tasks.

• Automated subscription cycles for shipping, filter changes, and Premium service intervals.
• A structured, reliable change-request process that replaces manual updates.
• Better customer data accuracy through synchronized addresses, contacts, and subscription details.
• Improved visibility into service timelines using Analytics dashboards and migration tables.
• A noticeable reduction in manual effort and quicker internal response times.

“We can recommend Zenatta to everyone without any restrictions. They quickly understand our processes, offer transparent communication, and deliver efficient, accurate solutions.”

– Thomas Hartwig, Founder, LEOGANT