Syncing Dynamic Financial Data from Sage Intacct to CRM via Custom Reporting

by samantha@nimbis.com | May 12, 2026 | Case Studies

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

by samantha@nimbis.com | May 12, 2026 | Case Studies

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

by samantha@nimbis.com | May 12, 2026 | Case Studies

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

by samantha@nimbis.com | May 12, 2026 | Case Studies

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

by samantha@nimbis.com | May 12, 2026 | Case Studies

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...