Case Studies
Syncing Dynamic Financial Data from Sage Intacct to CRM via Custom Reporting
Industry: ConstructionArea of Expertise: External Integrations Background Following the implementation of project creation between Zoho CRM and Sage Intacct, this construction company identified a need for improved visibility into financial performance across teams....
Modernizing Patient Scheduling: Automating Appointments & Communication at Scale
Industry: HealthcareArea of Expertise: Custom App Development Background Our healthcare client was unable to effectively manage patient appointment data and communications due to limitations in their existing system structure. Custom modules used to store patient...
Streamlining Multi-System Integrations with Zoho CRM Automation
Industry: HealthcareArea of Expertise: CRM Automation & Systems Integration Background As our client expanded across multiple lines of business, so did the complexity of their system integrations. Each segment of the organization relied on different external...
Solving Complex Call Routing with Zoho Voice and Custom IVR Architecture
Industry: HealthcareArea of Expertise: Custom App Development Background As our healthcare client’s organization grew, their existing phone system built on Google Voice was no longer able to support their operational needs. Difficulty tracking patient communications,...
Automating Project Creation from CRM to Accounting with Sage Intacct Integration
Industry: ConstructionArea of Expertise: CRM Automation Background Our client, a construction company operating across multiple project types, manages a high volume of opportunities that transition into active jobs. Each project begins in Zoho CRM and follows a...
Dynamic Payment Portals with Zoho Creator
Industry: Financial Services Area of Expertise: Custom Apps Development Background Our client for this project was an accounting firm who uses various pieces of the Zoho One suite, including CRM, Books, Sign and Workdrive. They came to us seeking the development of a...
Streamlining Multi-System Integrations with Zoho CRM Automation
Industry: HealthcareArea of Expertise: CRM Automation & Systems Integration Background As our client expanded across multiple lines of business, so did the complexity of their system integrations. Each segment of the organization relied on different external...
Revamping Fax Communication with Zoho CRM Automation
Industry: HealthcareArea of Expertise: CRM Automation & Systems Integration Background Our client’s resolution team required a robust fax communication system to support their Case management processes. They were specifically looking to replicate advanced,...
From Spreadsheets to Real-Time Insight: Transforming Analytics for a Home, Health & Hospice Organization
In healthcare, timing and clarity are essential. For one growing Home, Health & Hospice organization, relying on manual Excel spreadsheets to track sales and operational performance was no longer sustainable or effective. Leadership needed faster answers, clearer...
Training Transformed: Syncing LearnUpon to Zoho CRM for Smarter Reporting
Industry: Human Resources Area of Expertise: Human Resources, Integrations Background The client we worked with on this project is a compliance agency that helps restaurants, bars, and other food/beverage establishments manage employee training and certification...
Digitizing the Stage: How a Theatre Company Transformed Their Audition Process
Industry: Theatre, Community/Professional Area of Expertise: One, Project Management Background Our client is a community theatre company, who runs multiple shows a year. Their audition process involves multiple steps, including form submissions, in-person auditions...
Transforming B2B Client Interaction with a Custom Zoho Creator Portal
Industry: Human Resources Area of Expertise: Custom App Development Background Our client is a compliance agency that helps restaurants, bars, and other food/beverage establishments manage employee training and certification requirements. This client came to us...
Enabling a Seamless Sync between Zoho Finance and Quickbooks
Industry: Financial Services Area of Expertise: Zoho Finance Suite Background Our client for this project was an accounting firm who used Zoho in combination with Quickbooks. In particular, they leveraged the Zoho Finance suite for monthly recurring accounting...
Streamlining Kit Estimates and Inventory Tracking with Zoho Suite
Industry: Construction Area of Expertise: Custom Apps Development Background Our client for this project rented products and tools in the form of “kits” that are packaged together. However, Zoho Inventory does not natively have the functionality to build an estimate...
Building a Comprehensive Rental Management System in Zoho
Industry: Construction Area of Expertise: Custom Apps Development Background The client manages several warehouses, providing rental services for scanners and construction tools to diverse businesses. Before coming to us, this client used Zoho Inventory to manage...