Prometis Partners – Zoho CRM & Automation Case Study
Industry: Business Consulting & Advising |
Location: Michigan, USA |
Team Size: Boutique Firm
Apps: Zoho CRM, Analytics, Flow, WorkDrive, Campaigns, Forms
Executive Summary
Prometis Partners is a consulting firm specializing in exit and growth advising. Their mission is to help business owners streamline operations, gain clarity, and focus on strategic growth. As a boutique firm, they deliver hands-on guidance through each stage of development and transition.
Without a unified system for client and marketing data, Prometis Partners partnered with Zenatta to implement Zoho CRM, Flow, and Analytics. Zenatta’s solution centralized lead tracking, automated workflows, integrated third-party tools like ScoreApp and Zoom, and delivered clear visibility through analytics dashboards—all designed to boost efficiency and drive smarter business decisions.
The Challenge
Before Zoho, Prometis Partners had no structured CRM to manage client relationships or sales projections. Account, contact, and marketing data were scattered, and there was no easy way to connect website or social media engagement to sales activity. This lack of visibility limited follow-up and slowed the firm’s ability to track progress and ROI.
“Without a CRM we had no way to track or store account and contact information along with sales projections.” – Vincent Mastrovito, Owner, Prometis Partners
Why It Mattered
For a consulting firm that helps others achieve operational clarity, visibility into its own pipeline and marketing performance was essential. Prometis needed a system that connected all touchpoints—email, events, assessments, and documents—into one reliable hub.
The Zenatta Solution
Zenatta designed and implemented a multi-phase CRM automation and integration plan that unified Prometis Partners’ systems and simplified their daily workflow.
- CRM & Workflow Automation: Rebuilt the CRM to automate lead tracking and task generation. Created logic to trigger follow-ups when contacts opened three consecutive blog or podcast emails. Added fields and dashboards to visualize deals, opportunities, and quarterly performance.
- WorkDrive & Document Management: Linked CRM accounts with dedicated WorkDrive folders. Added automatic notifications and a “Send WorkDrive Folder” button that lets users instantly email secure folder links to clients for uploads or reviews.
- ScoreApp Integration (via Zoho Flow): Connected ScoreApp assessments—Buyer Ready, Leadership, and Business Owner Dependency—to CRM. Each submission now updates or creates a contact, logs results in notes, applies tags, and assigns follow-up tasks to the advisor.
- Zoom Webinar & Event Tracking: Integrated Zoom Webinars through Zoho Flow to tag event participants, capture topic details, and ensure registration data syncs automatically with CRM.
- Analytics & ROI Dashboards: Built a Sponsorship ROI Report embedded directly in CRM, alongside quarterly revenue and engagement dashboards—providing clear insights into marketing effectiveness and business growth.
“I like their creativity in how we can be more efficient and maximize the system. This has helped us tremendously.” – Vincent Mastrovito, Owner, Prometis Partners
Results
Prometis Partners now operates with a fully connected CRM ecosystem. Tasks and follow-ups happen automatically, assessments and webinars feed directly into client records, and leadership has real-time access to marketing and revenue analytics.
- Full CRM visibility into accounts, contacts, and pipelines
- Automated workflows for lead engagement and assessments
- Centralized document management with WorkDrive integration
- Data-driven ROI and marketing dashboards in Zoho Analytics
“Anyone looking to be more efficient, Zenatta can help them.”
– Vincent Mastrovito, Owner, Prometis Partners
