Past Projects

The client relied on a third-party telephony provider but encountered inefficiencies due to notifications of missed calls and callback requests being delivered solely via email. This resulted in poor overview, delays, and difficulty associating requests with the correct customers.

A field-service-based client struggled with effectively managing appointments, scheduling, and overall workflow processes. Despite already utilizing Zoho products (Zoho CRM, Zoho Analytics), they faced significant inefficiencies and lacked cohesive integration across their field service operations

Businesses struggle to assess their standing against local competitors. Without insights into online visibility (like Google Maps presence) and website performance, identifying improvement areas becomes challenging. The client needed an automated tool to gather information on prospects and leads.

The client's cleaning business struggled with manual invoice processing across different customer types (private and commercial). Managing payment collection for various service frequencies and customer preferences was time-consuming, while tracking job completions and payment statuses required significant administrative effort.

The client needed a sophisticated pricing and quotation system to handle complex product combinations and varied pricing structures. Their existing process lacked automation and couldn't efficiently manage diverse customer agreements or bundle offerings.

The client, a legal company, needed to automate their call center compliance while managing leads effectively. Their existing process involved manual data entry between systems and lacked automated TCPA compliance checking, creating risk and inefficiency in their lead management process.