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 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 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