Case Studies

Work we’ve shipped. Numbers we’ve moved.

Six engagements across three continents. Every outcome measured, every number signed off by the client’s finance team.

Real Estate · Mumbai, India

Meridian Realty: 11 spreadsheets → one Zoho CRM

Problem: 400+ inventory units tracked across site visits, bookings, documentation and broker assignments — all in Excel. Brokers double-booking leads.

Solution: Zoho CRM + Creator + Books unified deployment. Lead routing by project and language. Booking-to-registration workflow.

Outcome: Closing cycle halved. 3.4× lead response time. ₹14 Cr incremental monthly pipeline in Q2.

-52%

Close Time

3.4×

Lead Response

₹14Cr

New Pipeline/mo

Legal Services · Dubai, UAE

Kohinoor Legal: Salesforce-powered law firm ops

Problem: 60 lawyers. Partners flying blind on matter-level profitability. Billing leakage estimated at 18%.

Solution: Salesforce Sales Cloud + Experience Cloud portal. Custom matter-management app. Time capture tied to Outlook.

Outcome: Billable utilization up 38%. Admin hours down 70%. Partner NPS of 94.

+38%

Utilization

-70%

Admin Hours

94

Partner NPS

Manufacturing · Austin, TX

Vertex Mfg: Creator MES + Zoho Inventory

Problem: 120-employee precision parts manufacturer. Shop-floor data on paper. ERP vendor quoted $180K for a shop-floor module.

Solution: Custom Zoho Creator MES app on tablets at every workstation. Barcode scanning. Live yield dashboards.

Outcome: Scrap rate down 28% in six weeks. Full go-live in six weeks. $210K year-one savings.

-28%

Scrap Rate

6 wks

Go-live

$210K

Y1 Savings

Professional Services · Bangalore, India

Acme Legal: Migration from HubSpot Enterprise

Problem: 340K contacts on HubSpot Enterprise costing $6.4K/month. Features unused. Data scattered.

Solution: Full migration to Zoho One with 12 modules. Workflow rebuild. Custom dashboards. Six-week transition.

Outcome: $72K annual savings. Zero data loss. Team adoption higher than HubSpot baseline.

$72K

Annual Savings

340K

Records Migrated

100%

Data Integrity

Healthcare · Pune, India

Saffron Diagnostics: Patient ops on Zoho Creator

Problem: Multi-branch diagnostic chain losing patients to no-shows. Report delivery manual.

Solution: Creator patient-ops app with WhatsApp appointment flow, automated report delivery, branch P&L dashboards.

Outcome: No-show rate cut by 41%. Report turnaround from 24h to 4h. Every branch profitable within two quarters.

-41%

No-shows

4hrs

Report Delivery

7/7

Branches Profitable

Financial Services · Dubai, UAE

Northstar Advisors: Marketing Cloud journey rebuild

Problem: HNI advisory firm spending heavily on outbound, converting <2%. Content generic. Follow-up manual.

Solution: Salesforce Marketing Cloud journeys personalized by portfolio size and interest. AI-summarized prospect intel for advisors.

Outcome: Conversion up to 7.8%. Advisor capacity for meetings doubled. CPL cut by 64%.

3.9×

Conversion

-64%

CPL

2×

Advisor Output

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