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Case studies

Systems we've built, and what they changed.

20+ Zoho builds, integrations and websites for clients in 10 countries across the UK, Europe, the US, the Middle East and Asia. Clients are described, never named.

United States

A new business, set up and findable on Google

Elder-care coordination start-up, Pennsylvania

The challenge: A brand-new care-coordination business had no CRM, no website and no presence in search, and needed all three before taking on clients.

The result: The business launched with its systems, website and search profile in place, and came back to hire us a second time.

Zoho OneZoho SitesSearch ConsoleGA4Business Profile
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Launch checklistLive
Zoho One and CRM
Website on Zoho Sites
Google Business Profile
Search Console and GA4
Italy

One CRM built around Italian property rules

Residential estate agency, Rome

The challenge: An agency with 20 years in the market tracked properties, buyers and commissions across spreadsheets, and matching buyers with the right property was manual.

The result: One system for properties, buyers and deals, with matches suggested automatically and commissions tracked.

Zoho CRMZoho FlowZoho Sign
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Property recordCadastral linked
CommissionCalculated
United States

Two businesses, one Zoho One

Real-estate and mortgage businesses, one owner

The challenge: An owner running a real-estate business and a mortgage company wanted one system instead of GoHighLevel, with Facebook and Google leads from a WordPress site flowing straight into it.

The result: Leads from both businesses land in one CRM, with bookings, signatures and follow-ups running automatically.

Zoho OneFormsBookingsSignWordPress
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Shared Zoho One2 companies
Real-estate pipeline
Mortgage pipeline
WordPress forms into CRM
Bookings and e-signature
United Kingdom

One CRM, and every lead source feeding it

Customs clearance firm, London

The challenge: Leads, contacts and campaigns lived in separate places: web forms, ads, social media and Outlook, with thousands of contacts duplicated across them.

The result: A single CRM for every lead source and campaign, giving sales and marketing a shared, predictable pipeline.

CRM PlusCampaignsProjectsMicrosoft 365
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ContactsImporting
5,000 contactsMigrated
Netherlands, Belgium, Germany

Fast quotes for configurable products, in two languages

Patio-roof e-commerce shop, Netherlands

The challenge: A WooCommerce shop selling DIY patio-roof kits and installation built every quote by hand, while leads arrived from TikTok, Facebook, Instagram, Google, email and chat with no automation, across three countries' VAT.

The result: Quotes are built and sent from the deal in the customer's own language, and follow-ups no longer depend on memory.

Zoho CRMQuotesWooCommerce
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QuoteNL + DE
Patio roof, 6m x 3.5m
Colour, roof type, LED
Installation included
VAT for NL, BE or DE
United States

Projects and dashboards for a manufacturer, over two years

Equipment manufacturer

The challenge: The team was trialling Zoho Projects with layouts and task lists that did not fit, kept files in OneDrive, and later had departmental dashboards that would not filter or default correctly.

The result: A repeat client for two years, who left five 5-star reviews along the way.

Zoho ProjectsWorkDriveZoho Analytics
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DashboardsAnalytics
Finance
Sales and services
HR and supply chain
Overseas division
United Arab Emirates

A phased Zoho One rollout for a seven-person aviation team

Aviation company, UAE

The challenge: A small aviation company wanted a lean, fully native setup, not an enterprise ERP: finance by department, HR and UAE payroll, recruitment, a partner pipeline and an asset registry.

The result: A clean Zoho One foundation for the departments to be added phase by phase.

Zoho OneBooksPeopleCRM
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Rollout planPhase 1
Finance by department
HR and WPS payroll
Partner pipeline: NDA to agreement
Asset registry
United Arab Emirates

Shopify orders that finally sync

E-commerce brands on Shopify, UAE

The challenge: Shopify was already connected to Zoho, but international orders failed to sync because their VAT rates did not match, so orders were going missing from the books.

The result: International Shopify orders now sync into Zoho without manual fixes.

ShopifyZoho BooksZoho CRMMeta Ads
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Order syncFixed
Shopify order received
VAT rate mapped
Synced into Zoho
No manual re-entry
Hong Kong

Vendor compliance data, in sync across two systems

Sourcing and compliance firm, Hong Kong

The challenge: Compliance records for about 250 vendors, each with around 90 fields such as audit grades and validity dates, lived in both Zoho CRM and Monday.com and kept drifting apart.

The result: One consistent set of vendor records across both tools.

Zoho CRMMonday.comAPI integration
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Vendor syncTwo-way
Zoho CRM Vendors
Monday.com board
~90 fields per vendor
Audit grades and dates
Marketing agency

From Notion to Zoho, built for retainer clients

Email marketing agency

The challenge: The agency ran its work in Notion and wanted Zoho CRM and Zoho Projects instead, set up for clients who stay for years rather than one-off projects.

The result: New clients are onboarded and their project set up without manual copying.

Zoho CRMZoho ProjectsFormsBilling
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New clientAutomated
Onboarding form submitted
Client record updated
Project created from template
Files attached
Web agency

Time tracking per client, for 60 websites

Web agency managing about 60 client websites

The challenge: The agency was unsure which Zoho apps to use and needed every client managed separately, with tasks assigned and hours logged per client for yearly reports.

The result: Hours are logged per client and reportable whenever a client asks.

Zoho ProjectsTimesheets
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TimesheetsPer client
60 client websites
Tasks by team member
Hours per client
Yearly reports
Poland

4,250 contacts, synced and validated

Business with a 4,250-contact database, Poland

The challenge: A Google Contacts to Zoho CRM sync was missing about 40 contacts nobody could identify, mapped work and home emails inconsistently, and gave no way to see which emails were valid.

The result: Every contact accounted for, with valid and invalid emails visible at a glance.

Zoho CRMGoogle ContactsZeroBounce
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Contact syncValidated
4,250 Google contacts
40 missing found
Email fields mapped
ZeroBounce status per email
United Kingdom

From booking to paid client, without chasing

Sleep consultancy

The challenge: A new practice with three consultants had no system: bookings ran through Calendly, and proposals, payments and onboarding questions were all handled by hand.

The result: Booking, proposal, payment and onboarding now run as one connected flow inside Zoho One.

Zoho OneBookingsBooksSignStripe
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BookingsThis week
Mon
Tue
Wed
Thu
Fri
United States

A high-authority website with Zoho lead capture

Federal growth advisory firm, United States

The challenge: The firm needed a website that matched the credibility of its proprietary growth framework and turned visitors into structured leads.

The result: A professional presence aligned with their advisory positioning, plus tools to capture and manage leads from visitors and survey respondents.

WebsiteZoho SurveyLead capture
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Survey

Submit
Custom integration

Affiliate tracking the team can trust

Affiliate marketing business

The challenge: Performance data across partners and campaigns was incomplete, so decisions were based on numbers nobody fully trusted.

The result: More consistent tracking and clearer reporting, so partner and campaign decisions rest on data the team trusts.

WebhooksAPIsAnalytics
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Affiliate performanceLive
PartnersTrackedCampaignsAttributedWebhooksConnected
More work

More projects in brief

Smaller jobs and ongoing support, from single fixes to long-running retainers.

Healthcare-adjacent company, USA

Tasks emailed in are created automatically in Zoho Projects, built without ever accessing their protected health data.

Ongoing retainer, USA

Project templates with workflows from a Lucidchart process, then about five months of dedicated Zoho One support at 20 hours a week.

Analytics consultancy, South Africa

Manual Excel project schedules turned into standardised Zoho Projects templates, later followed by CRM deal-stage reporting in Zoho Analytics.

Delivery and installation firm, Philippines

A Deluge change in their Zoho Creator delivery system, applying a new warehouse assignment rule without affecting other shipments.

Samuel has a deep understanding of the platform process, which made working with him very easy. He was very professional and did a great job with the feedback, and made everything work better than expected. I highly recommend Samuel for all future projects.
G. · United States · verified review
Client reviews

What clients said after go-live

Rated 4.8 out of 5 across 19 verified reviews.

Read all 19 reviews
Samual helped us set up a new application for our Project Managers . He responded immediately, carefully understood my requirements , asked for clarifications as needed and delivered on-time. We will continue to work with him on future projects. Bravo Samual !
Zoho CRM & OneRepeat client
G. · United StatesUSVerified review
We are so grateful we found Sam!! This is the second time we hired him, and if need be, we'll hire him again! He's very responsive, professional, and really knows what he's doing!!
7 daysZoho CRM & OneHired twice
S. · United StatesUSVerified review
Sammuel did a good job. The work was neat, and he was helpful throughout the process.
7 daysZoho CRM & One
U. · United Arab EmiratesAEVerified review

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