Case Studies

A fast-growing U.S. credit repair agency replaced manual spreadsheets and generic dispute letters with a fully automated Zoho CRM platform — featuring AI dispute letter generation, bureau report parsing, USPS integration, and a white-label client portal serving 29,000+ clients.

A U.S.-based debt settlement agency replaced spreadsheets and email threads with a fully custom client management platform — automating intake, structured creditor negotiation pipelines, AI-assisted settlement letters, and payment plan recovery for 5,000+ active cases.

A fast-growing U.S. mortgage brokerage replaced scattered spreadsheets and email chains with a purpose-built loan management platform — covering intake through closing, automated RESPA/TILA compliance, and referral partner tracking that cut time-to-close by 35%.

A multi-brand commercial retailer operating 5 brands unified Sales Cloud, CPQ, Service Cloud Voice, Agentforce, and Marketing Cloud—migrating 2M+ records from legacy CRM and Zendesk with zero data loss.

A mid-market B2B industrial and commercial supply distributor eliminated pricing errors, government contract compliance risk, and quoting delays by implementing Salesforce CPQ, Odoo ERP integration, Agentforce, and Avalara.

A national sporting goods and outdoor equipment retailer unified warranty claims, returns, and support calls by implementing Salesforce Service Cloud Voice, Amazon Connect, Twilio BYOC, and Agentforce Sales Coach.

A leading interior décor and home furnishings retailer replaced spreadsheet quoting with Salesforce CPQ, deployed Agentforce as an AI design consultation assistant, and unified B2B trade accounts with eCommerce—migrating 120,000 contacts and 85,000 custom orders.

A U.S. consumer electronics retailer unified warranty management, technical support, RMA processing, and B2B sales—integrating Service Cloud, Agentforce, and CPQ to handle 430,000 orders, 280,000 contacts, and deflect 60% of cases.

A fast-growing DTC beauty brand replaced Klaviyo, Zendesk, and a disconnected subscription app with a unified Salesforce platform — delivering skin-type personalization at scale, automated subscription replenishment, and omnichannel service across Instagram, WhatsApp, and phone.

Many of the client’s processes such as managing events and memberships were handled manually. They had a raw Salesforce instance that required a lot of customization to serve their business mode

The firm wanted to improve customer service. In that effort, they wanted to create a new customer hierarchy highlighting the relationship between various accounts

Citizen Industries upgraded to Zoho CRM for streamlined sales processes, replacing manual spreadsheet tracking. The decision was driven by Zoho CRM’s simplicity, powerful customization, and user-friendly features after evaluating multiple solutions in the market.

Implemented Zoho One suite for ERP and outsourced financial accounting functions for efficiency.

Implementing efficient marketing and sales process automation through Zoho.

Implemented a customized ERP solution using the Zoho Creator platform and introduced Zoho Books for streamlined financial accounting processes.