Client Industry Custom Equipment Fabrication & Direct B2B Sales Operating Scale Custom Manufacturing Plant, 45 Sales Reps, $40M Annual Revenue Primary Technology GHL Webhooks, ERPNext REST API, Node/PHP Middleware, Custom… Read More »Enterprise Operations Bridge: GoHighLevel to ERPNext Two-Way Synchronization
Client Industry Healthcare & Multi-Clinic Dental Practice Groups Operating Scale 4 Dental Clinics, 18 Operatory Chairs, 8,500 Total Patient Records Primary Technology GHL Workflows, 2-Way Conversational SMS, Smart Calendars, Tagging… Read More »Database Reactivation: Re-Engaging Inactive Dental Patients via 2-Way SMS
Client Industry Industrial Distribution & B2B Wholesale Operating Scale 3 Regional Entities, 65 Sales Reps, 4 Warehouses Primary Technology Zoho CRM, Zoho Books API, Custom Deluge Handlers Core Business Impact… Read More »Scaling B2B Wholesale: Zoho CRM & Zoho Books Multi-Entity Financial Sync
Client Industry Wealth Management & Financial Advisory Operating Scale 140 Wealth Advisors, $1.8B AUM, 45 Custom Objects Primary Technology Zoho CRM REST API v2, Python ETL, OAuth 2.0 Auth Bridge… Read More »Zero-Downtime Enterprise Migration: 1.2M Records from Salesforce to Zoho CRM
Client Industry Commercial Real Estate & Asset Brokerage Operating Scale 85 Commercial Brokers, $240M Annual Deal Volume Primary Technology Zoho CRM Blueprint, Zoho Sign API, Deluge Workflow Rules Core Business… Read More »Accelerating Deal Velocity: Zoho CRM Blueprint & Automated Deluge Approval Engine