Case Studies
Seamless Document Management with Zoho Creator, CRM and Sign
Industry: Human Resources Area of Expertise: Custom App Development, CRM Sales Management, One Background Our client for this project was a coaching service. Part of their engagement seeking process is to send contracts to both clients and their respective...
Taking Paper Bookkeeping Online with Zoho Books
Industry: Entertainment Area of Expertise: Custom Apps Development Background Our client for this project wanted to clean up their reporting and bookkeeping processes. Their existing bookkeeping was based on filling out physical end-of-day forms to report their...
Improving Marketing Decisions With Zoho CRM and UTM Tracking
Industry: Health and Wellness Area of Expertise: Marketing Background Our client for this project was a Health and Wellness services company with several locations. Each of their locations had its own form on their website, enabling prospective clients to book a free...
Navigating Quickbooks Migrations with a Zoho Partner
At Nimbis, data analytics is one of our core areas of expertise, and we leverage it when migrating data from external applications to the Zoho suite. We specialize in seamless data imports from Quickbooks into Zoho Analytics, ensuring smooth transitions. We work...
Streamlining Client Communications with RingCentral Integration
Industry: Health and Wellness Area of Expertise: Marketing Background Our client for this project was a Laser Hair Removal company with several locations. They came to us seeking integration with RingCentral to automate several text messages and emails to remind...
Automating Purchase Order Error Management for Manufacturers with Zoho One
Industry: Retail Area of Expertise: Custom Apps Development Background For this project, our client was a manufacturer and retailer with a combination of B2B and B2C sales. This client operated entirely in house, doing all the needed sales, manufacturing, and...
B2B/B2C Inventory Automation with Zoho One
Industry: Retail Area of Expertise: Custom Apps Development Background For this project, our client was a manufacturer and retailer with a combination of B2B and B2C sales. These different sales funnels translated into different warehouse requirements in Zoho...
Using Zoho Creator and Zoho Books to Enable Mass Payments
Industry: Financial Services Area of Expertise: Custom App Development Background Our client for this project was an accounting firm who were avid users of Zoho Books. They had a subset of clients that paid them through ACH, paying in bulk for multiple services. They...
Making Custom Embedded Workdrive Views using Zoho Creator
Industry: Human Resources Area of Expertise: Custom Apps Development Background The client for this project used the Zoho One Suite with their clients, and have implemented the Z-Portals extension as part of their ecosystem. They came to us with the desire to replace...
Simple Workdrive file uploads from CRM using Zoho Creator
Industry: Finance Area of Expertise: Custom Apps Development Background This client came to us with an existing Zoho CRM and Workdrive setup to improve on. Their goals were to enable uploads to record specific folders, and to enable email notifications on submission...
Improving File Management and Opportunity Flow with Zoho CRM and Workdrive
Industry: Construction Area of Expertise: CRM Sales Management Background The client for this project was a construction company, taking on a wide array of projects with a medium-sized workforce. They came to us with an existing Zoho system, used for tracking bids on...
Improving Access to Zoho Voice Recordings with WorkDrive and Catalyst
Industry: Health, Wellness and Fitness Area of Expertise: Custom Apps Development Background This project was undertaken with a long term client in the Healthcare space. A crucial aspect of their work, as medical providers, involved taking calls and recording them...
Transforming Inventory Management, with Zoho CRM and Nimbis Designs
Industry: Art Gallery, Hospitality Area of Expertise: Custom App Development Background The client for this project was an art exhibitor with a robust collection of works in their inventory. This inventory was being curated on an ongoing basis, necessitating a strong...