Client Overview
Client Name: Goldman Transitions
Industry: Downsizing Services
Business Type: Service-based company managing downsizing projects involving vendors, realtors, clients, and field teams
Implementation Partner
CRMFolks Pvt. Ltd.
Zoho Implementation & Automation Partner
Business Challenge
Goldman Transitions manages complex, service-driven operations that rely heavily on accurate scheduling, vendor coordination, and relationship management across multiple stakeholders.
Prior to implementation, Goldman Transitions faced the following challenges:
- Disconnected systems for managing vendors, realtors, and clients
- Manual tracking of service requests and follow-ups
- No centralized calendar for service scheduling
- Limited automation within CRM workflows
- Lack of a unified platform for operations and reporting
- Difficulty coordinating multiple stakeholders for time-sensitive projects
Goldman Transitions required a service-centric CRM solution with custom scheduling and automation to streamline operations and improve service delivery.
Solution Overview
CRMFolks implemented a Zoho One–based solution, combining Zoho CRM, Zoho Creator, and automation tools to build a centralized, service-focused platform tailored specifically to Goldman Transitions’ operational workflow.
Solution Architecture
Core Platforms
- Zoho One
- Zoho CRM
- Zoho Creator
- Zoho Calendar (customized via Zoho Creator)
Key Implementations
1. Zoho One Setup
- Configured Zoho One organization
- Set up users with role-based access
- Enabled security and access controls
- Centralized applications for operations and management
2. CRM Automation for Vendors & Realtors
- Designed custom CRM modules for:
- Vendors
- Realtors
- Automated lead-to-service conversion
- Assigned tasks, reminders, and follow-ups
- Created relationship mapping between clients, vendors, and realtors
3. Custom Service Management
- Configured service pipelines within Zoho CRM
- Automated service status updates and notifications
- Tracked service milestones from initiation through completion
4. Custom Service Calendar (Zoho Creator)
- Built a custom scheduling application using Zoho Creator
- Enabled:
- Service booking
- Vendor availability tracking
- Resource allocation
- Synced calendar data with CRM records
- Provided a unified view of all ongoing services
5. Automation & Notifications
- Automated alerts for:
- Service assignments
- Schedule changes
- Service completion updates
- Reduced manual coordination and follow-up efforts
Business Impact
Operational Efficiency
- Reduced manual scheduling and follow-ups by over 60%
- Improved coordination between vendors and internal teams
- Faster service turnaround times
Service Quality
- Enhanced visibility into service timelines
- Fewer missed appointments and scheduling conflicts
- Improved overall client satisfaction
Management Visibility
- Real-time dashboards for operational and performance tracking
- Clear visibility into vendor and realtor contributions
Why CRMFolks
Goldman Transitions chose CRMFolks for:
- Deep expertise in Zoho CRM and Zoho Creator
- Ability to design custom, service-driven workflows
- Strong understanding of service-based business models
- Focus on automation, usability, and operational efficiency
Conclusion
CRMFolks successfully delivered a centralized, automated, and service-focused Zoho ecosystem for Goldman Transitions.
The solution empowered their team to efficiently manage vendors, realtors, and service schedules while maintaining high service standards, operational control, and real-time visibility across all projects.