A carbon trading firm needed a reliable way to link sales activity with financial operations. Their team managed purchase orders inside Zoho CRM but relied on QuickBooks for invoicing and currency calculations. Without a direct connection between the two systems,...
Everybody tells you a CRM will fix your sales process. They mention cleaner pipelines, happier teams, and more deals. What they don’t tell you is how much can still go wrong even after you buy one. Many businesses still fail with a CRM because they rush through setup,...
Most law firms reach a point where their CRM stops keeping up. Maybe reports take too long to pull. Maybe workflows feel rigid. Or maybe you’re paying more every month but getting less flexibility. That’s usually when firms start looking beyond Clio — and Zoho CRM...
Executive Summary A London-based umbrella services provider manages payroll across multiple child companies, each with its own compliance requirements and payslip formats. Their existing process relied heavily on spreadsheets and manual entry, which created errors,...
CRM software is no longer optional. For law firms, estate agents, consultancies, and growing SMEs, it’s become the backbone of managing leads, automating tasks, and keeping clients happy. Among the many options out there, Zoho CRM stands out for being affordable,...
