written by Matt KakukDecember 26, 2023Introduction: A construction company required a customized solution in their Zoho CRM system to accurately calculate and apply sales tax on their quotes. The project focused on integrating the Avalara API to fetch real-time sales tax information and apply it directly to products in their quote module. Challenges: The company
written by Matt KakukDecember 26, 2023Introduction: Cherry Management, an IT consulting and cybersecurity firm, required an advanced CRM solution to efficiently manage their partner and vendor relationships. The goal was to develop a feature within Zoho CRM that would synchronize partner contact records with the vendor module and integrate these with Zoho Books records. Challenges:
written by Matt KakukDecember 26, 2023Introduction: Mantality Health, a provider of anti-aging care with eight locations across the United States, required a comprehensive system to manage customer appointments and client progression efficiently. The objective was to integrate Calendly with Zoho CRM for appointment bookings, automate geographical lead routing, and synchronize payment options and document signing
written by Matt KakukDecember 26, 2023Overview In a strategic move to revolutionize client engagement and presentation methods within our CRM system, our company developed the “Digital Transformation Management” extension for Zoho CRM. This innovative tool allows the embedding of 3D virtual tours powered by Matterport, a leader in real estate virtual reality, directly into the
written by Matt KakukDecember 4, 2022As a business owner, you know how important it is to have a reliable customer relationship management (CRM) system in place. But with so many options out there, it can be overwhelming trying to choose the right one for your business. That’s where Zoho CRM comes in. Zoho CRM is
