Best Price For My Car
Industry:
Automotive Sales
Brief:
Best Price For My Car needed to move away from a traditional, offline customer service system. Their business processes were sound and in place, but they needed to be digitized. CRM was implemented, and lead forms were added to their website. Automating customer communication and allowing customers to make decisions online greatly improved productivity and satisfaction.
Project Tasks:
Business Automation, CRM Implementation, Telephony
mobivIVe
Industry:
Health & Beauty
Brief:
mobivIVe needed an online booking system and a customer chat service. Zoho one was implemented for the bookings and chat functionality.
Project Tasks:
Online Bookings and Direct Sales Communication
Flexistore
Industry:
Self-Storage
Brief:
Flexistore is a multinational corporation. Multiple channels of communication while having support teams in different countries. The project is ongoing, and future CRM migration is in the pipeline.
Project Tasks:
Business Automation, Direct Sales Communication and Helpdesk Support
Kitchen Samurai
Industry:
Online Sales and Retail
Brief:
Kitchen Samurai needed a direct channel to communicate with customers wanting to know more about their products. Being in retail, they also need marketing automation and campaign software to communicate with their loyal client base.
Project Tasks:
Marketing Automation, Direct Sales Communication and CRM Implementation
Van Loveren
Industry:
Online Sales – Wine
Brief:
Van Loveren needed a new, complete CRM implementation managing tele- and online sales. Zoho One was implemented to use CRM with a Telephony solution.
Project Tasks:
CRM Implementation, Telephony and Reporting
Papillon Perfume
Industry:
Online and Affiliate Sales
Brief:
Papillon Perfume needed a new, complete CRM implementation managing their online and affiliate sales. Zoho One was implemented to use CRM with their stock management system, custom forms were made for sign ups and automated workflows with WhatsApp to better manage customer communication.
Project Tasks:
CRM Implementation, 3rd Party Integration, WhatsApp Automation
Core Services
Industry:
Plumbing & Pool Leak Detection and Gas Related Services
Brief:
Core Services required a centralized system to manage enquiries from WhatsApp, email, web forms, and paid social media ads, ensuring no leads were missed. They needed WhatsApp integration for communication and automation, along with tools to handle bookings, manage calendars, and streamline follow-ups. The goal was to improve operational efficiency while delivering a seamless customer experience.
Project Tasks:
CRM Implementation, WhatsApp Automation, Communication Automation, Booking Management, Calendar Management
Pro Golf Africa Safaris
Industry:
Tourism and Travel
Brief:
Pro Golf Africa Safaris transitioned from Salesforce to Zoho CRM to streamline their customer management processes. Custom modules were configured to enhance the organization and management of their customer base. Their website was integrated with Zoho CRM, enabling the automatic creation of records from incoming queries. Additionally, their 3-rd party booking and accounting system, Tourplan, was connected to Zoho CRM, ensuring seamless updates to records and improved operational efficiency.
Project Tasks:
CRM Migration & Implementation, 3rd Party Integration
AfricanLux
Industry:
High-End Architectural Imports (Roof Windows & Frames)
Brief:
AfricanLux, a supplier of premium Danish roof windows and framing solutions, needed a CRM system to streamline their lead and sales process. With enquiries coming from multiple platforms and a growing interest from architects and homeowners, they required a structured way to track, follow up, and convert leads. Integration with Xero was essential for aligning CRM sales activity with financials, and automated communication was needed to improve response times and consistency.
Project Tasks:
CRM Implementation, Xero API Integration, Lead & Sales Process Setup, Automated Communication, Reporting & Metrics
Blaauwklippen
Industry:
Wine Estate & Hospitality
Brief:
Blaauwklippen, one of South Africa’s oldest wine estates, required a digital system to manage direct sales from multiple channels, including e-commerce, events, and on-site experiences. The goal was to centralise customer data, automate payment workflows via PayFast, and track sales activity with real-time reporting. The system needed to enhance operational visibility, simplify the quoting and invoicing process, and lay the foundation for future integrations.
Project Tasks:
CRM Implementation, Direct Sales Workflow Setup, PayFast Integration, Reporting & Analytics, Future Integration Planning
WePetSit SA
Industry:
Pet Sitting & Pet Care Services
Brief:
WePetSit required a tailored CRM solution to manage pet sitting enquiries, sitter approvals, interviews, and bookings from a single system. Zoho CRM was implemented as the central hub to handle the full workflow, from initial enquiry through to sitter approval and confirmed bookings. WhatsApp was integrated for two-way communication and automated messaging, ensuring timely updates to both customers and pet sitters. Custom workflows were built to manage interview scheduling, booking confirmations, and status updates, significantly improving operational visibility and response times.
Project Tasks:
CRM Implementation, WhatsApp Integration & Automation, Booking Management, Workflow Automation, Sitter Approval & Interview Management
Mondvol
Industry:
Food & Confectionery Retail (E-commerce)
Brief:
Mondvol required ongoing systems support to manage and optimise their e-commerce and back-office operations as the business grew. SystemsEZ provides ad-hoc and continuous support across WooCommerce, Zoho CRM, and Xero, ensuring customer, order, and financial data remain accurate and aligned. This includes integrating WooCommerce with Zoho CRM, extending CRM functionality with custom modules and automations, syncing sales data with Xero, and producing advanced Excel-based reports for operational and financial analysis. The focus has been on flexibility, reliability, and maintaining smooth day-to-day operations without disruption.
Project Tasks:
WooCommerce Integration, Zoho CRM Configuration & Automation, Xero Integration, Data Management, Advanced Excel Reporting, Ongoing Systems Support
