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Rise Buildings – Case Study

Executive Summary

Rise Buildings is a property technology company based out of Chicago that helps clients all over the world. They provide a fully integrated tech stack to meet your needs, save you money, and increase your property’s performance.

The Challenge

When Rise Buildings first contacted Zenatta they “used a combination of spreadsheets, disparate systems, bar napkins, and half-baked solutions. No way of tracking processes and workflows. Nor any way to house and analyze data.” They had Zoho One but needed professional help with implementing the Zoho suite to best fit their needs.


After our initial deep dive call to understand all of Rise Building’s business processes, the Zenatta team was able to come up with a plan to help automate and organize their business. First, we set up a lead management process inside their CRM, followed by pipeline management. Once these were properly implemented the next step was to build out a product and pricing structure. Now that the CRM was set up, automation and sales cycle implemented, next was analytics. Custom analytics were set up with Zoho Analytics that reported various revenue metrics such as lifetime value and monthly recurring revenue.

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Next was to enforce rules for the sales team to ensure they followed the pipeline structure implemented inside the CRM. By creating lead and deal blueprints, we ensured a consistent process that included pricing calculations and other guidelines. Depending on the lead or stage of the deal, a series of tasks and reminders would be triggered, i.e. monthly and quarterly check-in on clients. Finally, the sales team was brought up to speed on all the changes and trained on the new implementations.


“Overall experience has been positive. Our positive experiences with the Zenatta team have been game-changing over the years. Another huge win is the weekly email which almost always has something for me to follow up on.” From bar napkins to a fully automated and functioning CRM, we were able to ensure they don’t skip a beat.

“The only metric which truly matters, in the end, is that it works. There are tons of solutions out there that will sell you with the song and dance and showboat a support system that doesn’t really exist. Where Zenatta really matters is that they helped us build a solution that works within Zoho, and when it doesn’t work or one of our needs change, they jump in to make it right. Our business doesn’t skip a beat.”

Adnan Darr,  Chief Business Officer

Billy Bates

Senior Web Developer

Billy is a Wordpress Developer with an eye for design. His knowledge will help our company website and client sites meet their goals. Billy and his young family have just moved to Ashland Oregon, and are looking forward to exploring the area’s amazing beer, wine, and food. He also has a passion for synthesizers and drum machines.

Lucas Sant'Anna


With a background in Operations Research and Data Analysis, Lucas is a Brazilian programmer that likes to get stuff done quickly and reliably. In previous jobs, he implemented industrial job scheduling, fleet management and detailed long-haul route optimization – among other data-driven processes – to reach objectives of increased profit and reduced wasted resources. His goal is to make Zoho fully automated and with more meaningful data for spot-on decisions.