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CRM Masters
ZOHO Creator Ed Tech

CASE STUDY- ZOHO Creator for an ED-Tech Company

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About the Case Study

Founded in 2017, the company is an ed-tech startup that builds conversational AI bots to guide international students to enroll in UK Universities. As they worked with numerous students, they realized that the Zoho Creator would be the best tool to manage their students’ different applications and the associated processes. We at CRM Masters implemented Zoho Creator to ensure complete automation while eliminating all the challenges they faced.


They used to manage all the application processes using HubSpot until they implemented Zoho Creator. In addition to serving them the purpose they wanted, Zoho Creator provided them with a more comprehensive solution to their problems. It not only enabled them to provide their students with custom-built portals, but it also helped them increase revenue and outreach.

The Business

Studying in the United Kingdom (UK) is a challenging dream; it involves research, financial planning, applying, and getting a visa. This company lets you fulfill your dream of studying in the UK by guiding you throughout the process, from selecting the best university to paying the fees. They aim to help you stay focused on your goals while easing your application process.

The Challenges

The client’s challenges can be categorized into two parts:

1. Speed up the Lead Process

This challenge revolved around lead conversion. While using HubSpot, they had to manually convert the leads ( that they have got around their website) into applications. It posed many challenges as it was way too time-consuming for them.

2. Custom Portals

Once the lead is converted, they want to assign separate portals to their students so that they can complete their applications and keep track of it. But with HubSpot, nothing like this was getting possible as they have to undertake the application filling process. Over time, it became highly inefficient and time-consuming for the team.

As an evolving business, they had other important tasks to perform, which were getting seemingly compromised when they were constantly occupied with manual updation in HubSpot.

Implementation & Results

To resolve the challenges faced by the company, we implemented Zoho Creator for them to automate and optimize various business processes, which are listed below:

  1. With the implementation of Zoho Creator, they could define their lead conversion process and therefore could easily capture lead information, such as name, contact information, and details about the product or service they are interested in.
  2. Custom portals were also built with the help of Figma in Zoho Creator, which allowed users to access specific information or perform specific tasks through a secure login. They were also helpful in managing application processes, as they enabled them to provide a centralized location where applicants could access application materials, submit their information, and track the progress of their applications.
  3. It goes without saying that if you offer online payment options, you may want to consider using a currency conversion service like PayPal or TransferWise to allow students to pay fees in their preferred currency. With the help of Zoho Creator, they empowered their students to pay quickly and easily.

The Creator integration helped our client uncover new business possibilities. Given the client’s requirements, significant changes were made, and desired results were seen.

Code Easy with Zoho Creator

If you are someone unfamiliar with app programming software and design, you can hire an in-house developer/an external agency to build your app or use Business Process Management(BPM) software to prevent higher costs. Despite the variety of BPM Software available in the market, Zoho Creator stands out.

It is an easy-to-use low-code tool for building custom apps, designing workflows, and setting up unique rules that help your business grow. The app allows users to access data remotely using their mobile devices. According to the company, the software is regularly updated, backed up, and adheres to the highest security standards.

About CRM Masters

CRM Masters provides cutting-edge professional services and always works hard to resolve issues as quickly as possible. In nutshell, we intend that our customers are loved by their customers.
Our experts study the business needs of your organization to identify the most suitable CRM product for your business which can be implemented with minimum customization. In case, you have been losing sales and revenues due to a non-responsive CRM system that fails to add value after the employees leave the premises, we will get that taken care of by customizing the CRM. Also, CRM Masters as a Zoho Premium Partner helps you build your CRM from scratch.


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