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CRM Masters
  • December 1, 2023
  • CRM-Masters
  • 0

Case Study- Zoho for Cold Plunges Business in USA


Cold Plunges

Business Type

B2B & B2C


Zoho CRM, Google Analytics, Zoho Forms


Redmond, Oregon USA


They were born out of a deep love for design, self-care, and the desire to create a sanctuary within the confines of home. They create a cold plunge where individuals could spend less time on the upkeep and maintenance of a complex and hard-to-reach cooling system so they could spend more time in a genuinely rejuvenating ice bathing experience.

They were searching for a way by which they could adequately operate and manage half-payment and full-payment issues, as their products are costly to buy, so they looked for a way by which customers book their product by paying half payment to them.

Business Problems

Half Payment and Full Payment Issue

Their products are costly, and they want to gain the customer’s trust for their business success, so they have to resolve issues with half payment and full payment records.

Google Analytics User Tracking

They need help tracking user traffic and user behavior on their website.

Business Objectives

  • Track leads
  • Resolve the issue of Half payment and full payment
  • Track customers on their website through Google Analytics
  • Improve customer relationship management
  • Improve call tracking and analytics

Our Solutions


To fulfil their requirements, our team implemented the following integration:

Google Analytics User Tracking

By integrating Google Analytics, they identified the user traffic and user behaviour on their website. They know how many users filled out their Contact Us form on their website, which empowered their team to make informed decisions to meet customer requirements.

Integrate Zoho Forms with Shopify

We integrated Zoho Forms with Shopify and CRM to send the customer data into CRM. This integration creates seamless forms for lead generation, customer feedback, and more.

ELFSIGHT form Connect with Zoho CRM

Our company integrated the ELFSIGHT form with Zoho CRM to get the leads into CRM.


Zoho CRM

We implemented Zoho CRM to solve the Half-payment and full-payment issues by making lead and deal modules. When data is received from Shopify, a customer is created in the lead module of Zoho CRM, and a corresponding deal is also created. Notably, when a customer makes a partial payment, the deal progresses to the ‘Half Payment’ stage. After 14 days, when the product is ready, a reminder is sent to the customer with a payment link for the full amount. If the customer completes the remaining payment, the deal is then closed. This helps the company to track and manage both completed and processed transactions.

Zoho Forms

We implemented Zoho Forms with Zoho CRM to send customer data into CRM. This implementation helps in creating forms for lead generation, etc. The forms are automatically captured and linked to the respective customer records.

Impact Of Our Solutions

  • CRM Masters resolved the issue of Half payment and full payment with the help of Zoho CRM implementation.
  • We generate user tracking and how many forms are filled on their website with the help of Google Analytics.
  • We built a system by which they track all their activities on the system.
  • We integrate Zoho Form with Shopify to send customer data into CRM.


By leveraging Zoho’s suites of applications, they successfully addressed all business challenges about 85-90%


Issue resolve of Half Payment and Full Payment.


Streamlined Process


Customer Trust Increases

Track Customers On Their Website

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 organisation’s needs to identify the most suitable CRM product for your business, which can be implemented with minimum customisation. If you have been losing sales and revenue due to a non-responsiveness CRM system that fails to add value after the employees leave the premises, we will take care of it by customising the CRM. Also, CRM Masters is a Zoho Premium Partner that helps you to build the CRM from Scratch.