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Projects

Zoho CRM architecture for a wedding services company

A Zoho CRM redesign that takes a couple from first enquiry to a fully organised wedding — replacing HubSpot, Airtable and spreadsheets.

Industry
Events & weddings
Platforms
Zoho CRM · Zoho SalesIQ
Result
One clear owner for every record

The challenge

The company was split across HubSpot, Airtable, Zoho Books and Google Sheets. Data was entered twice and it was unclear which team owned each step.

What we built

  • Workflow mapped into Leads, Contacts, Deals, Wedding Details, Suppliers and Certificates modules
  • Mobile-friendly access for external suppliers to their POs and invoices
  • Clear hand-offs between Pre-sales, Sales and Operations teams

The result

One system from lead to wedding day, with no duplicate data entry and one owner for every record.

More projects

Other work we have delivered

E-commerce & subscriptions

Zoho + Stripe + WooCommerce subscription & billing sync

Zoho CRM · Zoho Books · Zoho Creator · Stripe API · Webhooks

A rebuilt integration that keeps the WooCommerce store, Stripe subscriptions and the Zoho back office perfectly in sync.

Zero timeouts and zero duplicate records

B2B sales

Zoho CRM Blueprints & sales pipeline automation

Zoho CRM · Zoho Flow · Zoho Analytics · Deluge

An end-to-end automated sales cycle with structured pipelines, lead scoring, instant routing and live dashboards.

40% faster lead conversion

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