Zoho and Pipedrive Implementation Case Studies
See how businesses improved sales, accounting, and operations using Zoho CRM, Zoho Books, Zoho One, and Pipedrive CRM.
CRM Deployment for B2B and B2C Welding Operations
The client needed a CRM their sales team would actually use. We delivered a streamlined Pipedrive setup with ERP integration, email sync, Smart Docs, and role-based access.
Zoho One Implementation for a Global Health Service Provider
The client needed a system to manage patient histories, treatments, bookings, and live chat. We connected Zoho CRM, Forms, Bookings, Flow, and Tidio into a single workflow.
Unified Operations Across Two Ecommerce Brands
The client ran two door brands on fragmented systems. We implemented Zoho CRM, Desk, SalesIQ, RingCentral telephony, and Flow on a single Zoho One instance.
Optimizing Sales and Student Onboarding for a Learning Center
The client ran on paper forms and manual scheduling. We built a Zoho CRM setup with Forms, Stripe payments, and a custom two-way TeachWorks API integration.
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