TinyEmail Case Study banner showing a laptop with marketing dashboards and teal geometric background, highlighting email marketing and automation.
  • July 28, 2026
  • Vishal Aggarwal
  • 0
tinyEmail Case Study | CRM Masters

How tinyEmail Reduced Operational Costs by 30%
with Zoho CRM Plus

tinyEmail is a Canada-based company specialising in AI-powered email marketing solutions, with flagship products trusted by businesses globally and consistently outperforming competitors on review sites like TrustPilot. Running on Intercom CRM, the cost of the platform had become prohibitive, and the client needed a more cost-effective alternative without losing functionality. CRM Masters replaced Intercom with a customised Zoho CRM Plus implementation — adding AI-powered chatbots, WhatsApp and email integrations, and advanced analytics along the way.

Zoho CRM Plus AI Chatbots Email Marketing Intercom Migration Canada
tinyEmail logo
Client Snapshot
Client tinyEmail
Industry AI-Powered Email Marketing
Location Canada
Business Type B2B
Platform Zoho CRM Plus
Prior Setup Intercom CRM
Delivered By CRM Masters
95%
Customer satisfaction with AI chatbots
90%
Reduction in email response time
30%
Reduction in operational cost
90%
Improvement in email marketing

About the Client

tinyEmail is a Canada-based company specialising in creating AI-powered email marketing solutions. They offer advanced tools that empower businesses to automate and personalise their email marketing efforts, ensuring maximum engagement and improved customer communication. Their flagship products are trusted by businesses globally and have consistently outperformed other leading platforms on review sites such as TrustPilot.

The client was using Intercom CRM, but it had become cost-prohibitive, so they sought a more cost-effective alternative. They approached CRM Masters with the objective of replacing Intercom with Zoho CRM Plus to reduce operational costs and improve automation capabilities, while integrating seamlessly with their AI-powered email platforms.

What Was Holding Them Back

The client's business objectives included a seamless migration from Intercom CRM to Zoho CRM Plus, enhanced automation for lead and customer management, integration with email platforms, and AI-powered chatbot integration for real-time customer engagement.

  • Migrating from Intercom CRM to Zoho CRM Plus — the client needed to replicate the functionality of their existing CRM system while ensuring a smoother and more cost-effective transition.
  • Email integration problems — they required a system that could effortlessly integrate with their email marketing platforms to enable real-time updates and personalised communication.
  • Facing integration difficulties — the client wanted to incorporate WhatsApp and AI-powered chatbots into their CRM for faster customer responses and improved engagement.
  • Data migration complexity — migrating vast amounts of data from Excel to Zoho CRM while maintaining data integrity was a key challenge.
  • Limited analytics and insights — the client could not derive actionable insights from their existing data, hindering data-driven decision-making.
  • Limitations in data handling — the APIs used by the client had limitations on the volume of data that could be processed simultaneously, creating bottlenecks in data handling.

How We Solved It

After carefully analysing the client's requirements, CRM Masters implemented a customised Zoho CRM Plus solution, adding AI chatbots, data migration, marketing automation, and behavioural analytics on top.

01
Custom Zoho CRM Plus Implementation
Implemented Zoho CRM Plus to replicate the functionality of the client's previous CRM, while removing unnecessary fields and modules for a leaner experience.
02
AI-Powered Chatbot Development
Implemented Zoho SalesIQ for custom AI-powered chatbots to automate customer queries, integrated with ChatGPT for contextual and intelligent responses, plus a knowledge base of FAQs and articles for self-service.
03
Data Migration and Synchronisation
Successfully migrated customer data from Excel spreadsheets to Zoho CRM, ensuring data accuracy and consistency, with automated workflows keeping platforms in sync.
04
Zoho PageSense Optimisation
Implemented push notifications to keep mobile users engaged, and personalised web notifications to give website visitors real-time, relevant information.
05
Zoho Campaigns, WhatsApp & Website Integration
Integrated Zoho Campaigns with Zoho CRM for automated, brand-aligned email marketing, and connected WhatsApp plus the client's two flagship products directly into the CRM for real-time interaction tracking.
06
Custom Integration with Twilio Segment
Integrated Twilio Segment with Zoho CRM to enhance customer segmentation and analytics, giving the team deeper insight into customer behaviour.

What Changed After Go-Live

The implementation of Zoho CRM Plus enabled tinyEmail to achieve their business objectives effectively, delivering measurable improvements across cost, response time, and decision-making.

Operational cost Transitioning from Intercom CRM to Zoho CRM Plus reduced ongoing platform costs
30% ↓
Customer satisfaction AI-driven chatbots and WhatsApp communication enhanced real-time customer interactions
95% ↑
Email response time Automation and chatbot integration cut down the time to respond to customer emails
90% ↓
Decision-making Real-time analytics and reporting gave the team clearer, more actionable insights
80% ↑

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Vishal Aggarwal

Vishal Aggarwal is the Director/CEO at CRM Masters Infotech, with over 22 years of experience driving business growth through strategic ERP and CRM solutions. Specializing in Zoho and Salesforce, he helps businesses automate sales processes, improve efficiency, and achieve scalable growth with customer-focused, data-driven strategies. His expertise serves clients across industries such as manufacturing, retail, finance, real estate, and education, empowering organizations to optimize operations and maximize ROI.