The Challenge

Tayden Impact Partners faced growing inefficiencies caused by disconnected systems and heavy manual work. Managing clients across multiple applications made it difficult to maintain accurate data, track projects, or deliver a consistent client experience.

“It felt as though we were constantly piecing together different systems, which not only slowed us down but also made it incredibly difficult to scale our business effectively. Our focus was more on troubleshooting fragmented tools than serving our clients.” – Dynasti Hunt, CEO & Founder, Tayden Impact Partners

With operations spread across eight platforms, the team lacked visibility into their client pipeline and project statuses. They needed a single ecosystem that could bring CRM, project management, invoicing, and communication together—without manual intervention.

Why It Mattered

As a growing consulting firm, Tayden’s reputation depends on responsiveness and precision. Every delay or manual error directly impacted client satisfaction. Without automation and centralized data, scaling operations was nearly impossible. A connected platform was essential to free the team from administrative burden and allow them to focus on impact-driven client work.

The Zenatta Solution

Zenatta implemented a fully integrated Zoho One system tailored to Tayden’s consulting workflows. From lead intake to project completion, every step was automated and connected across Zoho CRM, Projects, Books, WorkDrive, and Flow.

• Lead Management & Automation: Leads submitted through Zoho Forms automatically generated related contacts, accounts, and deals using a custom “Convert Lead” button—eliminating data re-entry and ensuring consistent record creation.
• Deal & Project Integration: When a deal was won, Zenatta’s automation instantly created a Zoho Project, populated all client data, and synced contract and billing details. Signed contracts were uploaded directly to the related WorkDrive folder.
• Invoice & Billing Automation: The system automatically generated the first client invoice upon deal closure, reducing billing delays and improving cash flow tracking through Zoho Books.
• WorkDrive Document Management: Zenatta built a standardized folder generation system in WorkDrive for each account and deal, complete with customizable subfolders and pre-linked templates for organized file storage.
• Zoho Flow Integrations: Automated key data flows—such as contract uploads, onboarding forms, and workflow triggers—between CRM, Projects, and WorkDrive to eliminate repetitive manual updates.

“Zenatta helped us consolidate everything—project management, CRM, invoicing, client communications, and more—into a single system. We can now see and serve our clients all in one place, which has allowed for seamless communication and better control over our projects.” – Dynasti Hunt, CEO & Founder, Tayden Impact Partners

Results

After implementing Zoho One with Zenatta’s guidance, Tayden Impact Partners transformed its operations, gaining efficiency, visibility, and scalability. Manual processes were cut in half, software costs were significantly reduced, and the team could serve more clients with faster turnaround times.

• 50% reduction in manual processes through workflow automation
• 30% improvement in client response times
• 35% reduction in software expenses via system consolidation
• 25% increase in client capacity through scalable operations

“We’ve reduced the time spent on manual processes by over 50%, and our client response times have improved by 30%. By consolidating multiple apps into one platform, we’ve also cut our software costs by 35%. Zenatta has helped us implement scalable systems that grow with our business.”

– Dynasti Hunt, CEO & Founder, Tayden Impact Partners