Zoho Case Studies
Real Businesses. Real Zoho Builds.
A look inside how we configure, customize, and integrate Zoho One and Zoho CRM for businesses across law, real estate, home services, hospitality, and more.
Personal Injury Law
One intake pipeline for two offices and every accident case type
A Texas personal injury firm replaced spreadsheet-driven intake with a single Zoho CRM pipeline spanning both of its offices — from first call to signed retainer.
- • 58% — Faster lead response time
- • 3x — More retainers signed within 24 hrs
- • 21 hrs/wk — Admin time saved across intake
Personal Injury Law
Syncing intake across four offices in three states
GoSuits runs personal injury intake out of California, Texas, and Illinois. We gave every office the same CRM pipeline and a shared view of every signed client.
- • 45% — Faster lead-to-signed-client time
- • 4 — Offices on one shared pipeline
- • 32% — Fewer leads lost to handoff gaps
HR Outsourcing Brokerage
Turning a national HR brokerage's quote process into a pipeline
BRG Advisory Group brokers PEO and HR outsourcing plans nationally. We replaced spreadsheet quote tracking with a Zoho CRM pipeline built around carrier renewals.
- • 40% — Faster quote turnaround
- • 0 — Missed renewal deadlines since launch
- • 27% — More proposals per advisor per month
Residential & Commercial Solar
Handling rebate-driven demand spikes without dropping a lead
365 Solar installs across four Australian states. We built a Zoho CRM and Projects setup that holds up when government rebate deadlines send inbound leads through the roof.
- • 62% — Faster response during rebate spikes
- • 0 — Double-booked install days since launch
- • 34% — More repeat & referral revenue
Electrical Contracting & Solar
Dispatching 24/7 emergency callouts from a live CRM, not paper dockets
A Melbourne electrical and solar contractor replaced paper dockets with a live Zoho CRM dispatch board that tracks every technician, quote, and property history.
- • 51% — Faster emergency dispatch time
- • 29% — More quotes converted to jobs
- • 100% — Of properties with service history on file
Executive Search & Talent Advisory
Giving a 30-year search firm one view across every active search
The Rosenstein Group places GTM leadership for VC- and PE-backed tech companies. We built a Zoho CRM that gives partners visibility across every recruiter's pipeline.
- • 37% — Faster time-to-shortlist
- • 100% — Of searches visible to all partners
- • 22% — More repeat-client engagements
DTC E-Commerce
Unifying two product brands and one quit-journey into a single CRM
Dip Stop sells tobacco-alternative pouches under its Bacc-Off and Thriyv brands. We connected its Shopify store to Zoho so every customer's journey lives in one place.
- • 44% — Faster support response time
- • 26% — Lift in repeat purchase rate
- • 1 — Unified customer record across both brands
Mass Tort Litigation
Qualifying thousands of mass tort claimants without losing the thread
Triten Law runs nationwide mass tort campaigns across defective devices and pharmaceuticals. We built a Zoho CRM that tracks every claimant from intake through MDL stage.
- • 49% — Faster claimant qualification
- • 3x — More case files completed per week
- • 100% — Of campaigns on consistent criteria
Real Estate Investment
Winning the speed-to-lead race on every distressed property deal
Million Home Buyers makes cash offers on Tampa Bay homes within 24 hours. We built a Zoho CRM that tracks speed-to-lead and automates the follow-up most wholesalers drop.
- • 67% — Faster average first response
- • 24 hrs — First cash offer turnaround
- • 29% — More contracts from re-engaged sellers
AI & Automation Agency
Running 100+ client builds from one pipeline instead of scattered docs
Excenity AI builds AI agents and automations for clients worldwide. We gave their delivery team one Zoho CRM pipeline from first lead to final invoice.
- • 53% — Faster lead-to-kickoff time
- • 19 hrs/wk — Admin time saved across the team
- • 100% — Of projects linked to their original lead
Furnished Corporate Housing
Managing ten DFW properties from a single operational view
Nabro Furnished Housing runs 10 locations across Dallas-Fort Worth. We unified leasing, turnover, and maintenance into one Zoho system built for multi-property operators.
- • 41% — Fewer turnover gap days per unit
- • 10 — Properties on one shared calendar
- • 35% — Faster lead qualification
Quick-Service Restaurant
Turning repeat orders into a real customer relationship
Chicken Blaster runs delivery and pickup ordering online. We connected its ordering platform to Zoho CRM so repeat customers and reorder trends are finally visible.
- • 33% — More repeat orders identified & tracked
- • 24% — Fewer stockout incidents
- • 100% — Of orders building a customer record
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