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CRM Masters
  • December 22, 2023
  • CRM-Masters
  • 0

Case Study- Zoho CRM For Capital Investment Company



Business Type

B2B And B2C


Zoho Sign, Zoho Reports (Zoho Analytics), Zoho Creator




They were founded in 1989 and are a client-first investment banking team advising industry-leading companies across North America and worldwide. They are funding experts and provide consulting and advisory services on R&D Tax credits, Grants, and Patent boxes. They have combined experience in the R&D tax sector and a dedicated team consisting of team engineers, scientists, construction experts, and more.

Business Problems

Before meeting our team, they faced many challenges:

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 Data and Contract Handling

Their manual process is time-consuming, which leads to errors and delays.

Business Objectives

  • Centralized Data Management
  • Reduce Manual Work
  • Contract Automation
  • Streamlined Sales Processes
  • Improve Customer Insights

Our Solutions


Zoho Sign API Integration

Our team integrated Zoho Sign to automate the contract signing process to customize with widgets and create a unified workflow.

Xero Integration

We integrated Xero to streamline the financial process for accurate decision-making.


Zoho Reports

Our company initiated the implementation of Zoho Reports and seamlessly integrated the platform with existing data sources to create a centralized repository for comprehensive analytics. We work closely with them to customize the reports and dashboards to ensure critical stakeholders can access real-time insights. We sync the multiple app data with the help of Zoho analytics. Also, we have resolved the SQL query and made the reports, charts, Pivot tables, and PPT using Zoho Analytics to construct the required reports easily.

Zoho Creator

To overcome these issues, our company implemented the Zoho Creator low-code platform to develop custom applications specific to their unique business process. Our experts build custom applications for project management and other critical workflows.

Zoho Sign

With the implementation of Zoho Sign, their contact management process is improved. We seamlessly integrated the electronic signature solution into existing workflows, automating the approval cycle and reducing manual paperwork.

Impact Of Our Solutions

Efficiency and Time-Saving

After implementing Zoho Sign, their automated contract processes reduce manual efforts and streamline data access and reporting, saving time for strategic initiatives.

Improved Accuracy and Compliance

After implementing Zoho, they reduced manual data entry and minimized the risk of errors. They also gain secure and compliant electronic signatures for their business growth.

Enhanced Collaboration

Their data become centralized and integrated to foster collaboration. Also, their teams can make informed decisions based on real-time information.

Financial Visibility

With the integration of Xero, they gain a clear financial picture and make informed financial decisions to contribute to overall business success.


By leveraging Zoho, they successfully addressed all business challenges by about 90%


Increase in Efficiency and Time Saving


enhance Collaboration


Increased Financial Visibility

Better Time Management

Reduced Manual Work

About CRM Masters

CRM Masters provide cutting-edge solutions and always work hard to resolve their clients’ problems within a given time frame. In a nutshell, we intend our customers to be loved by their customers. Our experts study your organization’s needs to identify the most suitable CRM product for your business, which can be implemented with minimum customization. If you have been losing sales and revenue due to a non-responsive CRM system that fails to add value after the employees leave the premises, we will take care of it by customizing the CRM. Also, CRM Masters is a Zoho Premium Partner that helps you to build the CRM from Scratch.