Proof
Zoho Implementation Case Studies
Our first published case study. Each one is written with the client’s permission, and we describe what has been tested and what is still being implemented.
Published case studies
Retreat proposals: from manual preparation to a structured sales process
A Bali-based retreat and wellness business needed its Zoho CRM quotations and customer-facing proposals to stay consistent. We connected Quote data to a Zoho Writer template, tested PDF generation and attachment, and defined a document check for the sales pipeline.
Hospitality, Retreats & Wellness ยท Zoho CRM, Zoho Writer