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
Client Industry Enterprise SaaS & Cloud Telecom Services Operating Scale 12,000+ Business Accounts, 250k Endpoints, 40 Support Engineers Primary Technology Zoho Desk, Zoho CRM, Custom Deluge Webhooks, Embedded Widgets Core… Read More »Omnichannel Support & SLA Automation: Unified Zoho CRM & Zoho Desk Integration
Client Industry Solar Installation & Renewable Energy Operating Scale 35 Field Inspectors, 8 Regional Crews, 6,000+ Annual Audits Primary Technology Zoho Creator, Zoho CRM, Geolocation API, Offline Mobile Cache Core… Read More »Mobile Field Audits & Dispatch: Custom Zoho Creator App Synced to Zoho CRM
Client Industry Omnichannel Fashion & Apparel Retailer Operating Scale 15,000+ Monthly Orders, 3 Shopify Stores, 2 Retail Pop-Ups Primary Technology Shopify Webhooks, Zoho Flow, Zoho Inventory, Zoho CRM Core Business… Read More »E-Commerce Inventory Sync: Shopify to Zoho CRM & Zoho Inventory Automation