Client Overview
Goldman Transitions USA is a relocation and transition services provider based in the United States. They manage a wide range of personalized client services, coordinating tasks between administrative teams, field staff, and finance departments. Their operations require high precision, timely scheduling, and seamless service-to-invoice processes.
The Challenge
Before partnering with CRMFolks Pvt. Ltd., Goldman Transitions USA struggled with:
-
Lack of a centralized system to manage meetings, tasks, and job activities
-
Inability to assign and track custom jobs for field workers within CRM
-
A disconnect between service operations and financial invoicing
-
Time-consuming manual efforts for invoicing and customer data sync
They required a unified, intelligent system that could automate and integrate their service and finance workflows under one platform.
Solution Implemented
CRMFolks implemented a powerful, tailored solution using Zoho One and custom configurations:
-
Unified Calendar Dashboard
A custom Zoho Creator widget embedded in Zoho CRM to manage meetings, calls, and tasks, all in one place, with real-time updates. -
Custom Job Assignment Module
A dedicated “Services” module inside CRM to define client-specific jobs, assign them to field workers, and track job status. -
Zoho Books Integration for Invoicing
Every new service created in CRM is auto-pushed to Zoho Books as an item, enabling instant invoice generation without duplication. -
CRM–Books Customer Sync
Customer records are automatically synced between Zoho CRM and Zoho Books to maintain consistency across sales and finance.
Results
-
70% reduction in administrative effort for job tracking and invoicing
-
Centralized task and meeting scheduling via a visual CRM calendar
-
Instant creation of billable items in Zoho Books from service records
-
Seamless customer data sync between departments
-
Complete operational visibility, from lead generation to invoicing, inside Zoho One