How TCM Capital Limited Achieved 90% Less Manual Work
with Zoho
TCM Capital Limited, a London-based, client-first investment banking team founded in 1989 advising industry-leading companies across North America and worldwide on R&D Tax Credits, Grants, and Patent Boxes, was managing lead distribution and tracking entirely in Microsoft Excel. CRM Masters implemented Zoho Creator, Zoho Sign, and Zoho Reports (Zoho Analytics), alongside a Xero integration, to centralise data, automate contract signing, and deliver real-time reporting.
About the Client
Founded in 1989, TCM Capital Limited is a client-first investment banking team advising industry-leading companies across North America and worldwide. They are funding experts, providing consulting and advisory services on R&D Tax Credits, Grants, and Patent Boxes, backed by a dedicated team of engineers, scientists, construction experts, and more with deep combined experience in the R&D tax sector.
As the business grew organically, TCM Capital wasn't using any tool beyond Microsoft Excel to manage lead distribution among team members or track the status of those leads.
What Was Holding Them Back
TCM Capital needed a clear and efficient system to manage lead generation, centralise data, handle contracts, and support custom applications. Their manual processes made it hard to track leads, ensure timely follow-ups, and manage orders smoothly — impacting their overall efficiency.
- Lack of centralised data — data was spread across multiple systems and spreadsheets, making it challenging to track progress, measure performance, and generate meaningful insights for business improvements.
- Manual invoice billing — the team needed customised invoices and instant payments, since manual billing was slowing business growth.
- Manual data and contract handling — their manual process was time-consuming, leading to errors and delays.
- Contract automation — managing contracts manually was slow, error-prone, and expensive, causing delays across the business process.
- Limited real-time customer insights — existing systems couldn't provide real-time data about customer needs and behaviours, making it hard to track trends, respond quickly, and make informed decisions.
How We Solved It
CRM Masters implemented Zoho to simplify and automate TCM Capital's lead management, contract handling, and reporting — providing a step-by-step framework for leads and a centralised data system so nothing was missed and every stage was handled correctly.
What Changed After Go-Live
The Zoho implementation, paired with Xero integration, delivered measurable improvements across efficiency, accuracy, collaboration, and financial visibility.
"Great work Firoj!"
Your Business Deserves a CRM That Actually Works
Get a no-obligation strategy call with a certified CRM Masters expert. We'll analyse your setup and propose a tailored plan within 24 hours.
Testimonials
