Case studies

Konica Minoltaprofessional services Contracts generated from a form, without extra licences Contracts were created by hand each time a sales manager needed one. Now submitting a form generates the contract with signer details and attachments already included. CreatorWriterContracts EMH Crane Componentsmanufacturing Five departments, one on-premise application Five departments running on separate tools and spreadsheets, with the data in each invisible to the others. Now one on-premise Creator application covering customer to part to project to support, hosted on their own infrastructure. Creator OurShopeeretail and distribution Storefront, accounting and support on one record Orders, accounting, support and customer conversations in four systems. Now API-integrated so a customer, their order, their return and their ticket are one record. CRMBooksDeskSalesIQMarketing Automation Cauvery Buildtechengineering and construction Measured once, billed from the same line Tendering, BOQ, costing, measurement, billing and material inspection in separate places, with variance discovered after the fact. Now one platform from tender to payment, with estimate against actual visible while the project runs. CreatorProjects The Lawrence School, Lovedaleeducation Fifteen modules, one institution Admissions on paper, fees in one place, HR in another, and fifteen operational areas with no common record. Now one platform from enquiry and entrance exam through to fee reconciliation, payroll and the hostel register. CreatorBooksPeopleRecruitPayroll manufacturing A procurement cycle that can be corrected, not recreated A procurement process with no way to correct a purchase order and no live view of budget. Now PR to payment in one place, approvable from a phone, with budget utilisation visible as it happens. Creator healthcare and pharma Pharmaceutical sales, with the ERP kept in place Lead capture, quotations, orders and payments handled manually alongside an ERP. Now one sales lifecycle in CRM, with quote versioning, price history and the ERP synchronising in real time. CRMMarketing Automation manufacturing An employee portal with escalation built in Grievances, suggestions, tax declarations, cab requests and welfare schemes handled by email and chasing. Now digital forms with a defined escalation matrix, automatic closure rules and colour-coded ageing. Creator education The whole student lifecycle on one platform Admissions, counselling and seat allocation on paper, with academics, fees and transport in separate systems. Now one platform from admission through to timetable, with live counselling dashboards. Creator government and public bodies Council and committee governance, centralised Council members, committee preferences, nominations, meetings and agendas tracked manually. Now one platform, with member records fetched automatically and vacancies visible rather than discovered. Creator financial services and real estate Leads, relationship managers and service on one thread Leads, customers, relationship managers and service requests sat in separate processes with turnaround times nobody measured. Now one thread, with SLA tracking and escalation. CRMDeskSalesIQMarketing Automation financial services and real estate Lead to collection, in one customer journey Sales, booking, loan, interiors, post-sales and collections each with their own process and no shared view. Now one journey in CRM, with blueprints, approvals and role-based access across every stage. CRMMarketing Automation travel and hospitality Group tours, quoted and confirmed from one application Vehicles, hotels, destinations, pricing and vendors in spreadsheets, with every quote built by hand. Now one application from booking through quotation and vouchers to invoicing. CreatorBooks agriculture A record for every farmer, tied to the crop cycle Farmer details, crop stages, advisory and orders held separately. Now one record per farmer carrying membership, crop stage, advice given, what was recommended and what was fulfilled. CRM professional services Audit jobs, fees and invoices in one place Audit jobs, auditor assignments, fees and invoices tracked across spreadsheets and calendars. Now one application, with draft invoices created in the accounting system and a calendar view of everything scheduled. Creator retail and distribution Invoices synced as drafts, not sent Invoices created in Zoho Inventory had to be recreated in the accounting system. Now they sync automatically as drafts, with items, contacts and attachments carried across. FlowInventory media and events Visitor registers replaced with signed, searchable records Visitors signed a paper register and an NDA on every visit. Now registration is on a tablet, the NDA is signed electronically once, and the history is searchable across locations. CreatorSignAnalytics retail and distribution Daily sales files, turned into dashboards overnight Daily sales arrived as CSV files that someone opened and charted each morning. Now the pipeline collects, processes and publishes them, with a portal for internal announcements alongside. Creator healthcare and pharma Document data extracted by AI, validated by people Data was being typed out of scanned PDFs, historical and incoming. Now AI extracts it and routes it for validation, with approve or reject before anything is exported. Creator professional services Onboarding to billing, as one chain Onboarding, deals, approvals, project delivery, billing and contracts each had an owner and no shared thread. Now a won deal creates its own project, and billing follows delivery. CRMProjectsBooksPeople technology and electronics Lead to milestone, without a handover meeting Sales and delivery ran as two processes joined by a conversation. Now completing the invoice assigns the project and milestones. Tasks are also created against the same record. CRM media and events Quotes read out of Excel, pushed into Books Event planning ran on Excel and worked. Rather than replace it, we read approved quote data out of it, validated it, routed it through approval and pushed it into Zoho Books. CreatorBooks jewellery The gold rate and the order, answered without an agent Customer data in one place, support arriving on three channels, and a queue full of people asking the rate. Now a bot answers the rate and the order status, and raises a ticket when it cannot. CRMDeskSalesIQ manufacturing Production, stores and sales on one platform Masters, procurement, GRN, inventory, production, sales, deposits and ledger each had their own process. Now one application, with real-time visibility across all of them. Creator manufacturing Accounting, travel and expenses under one roof Accounting, banking, employee records, travel and expenses each ran separately with their own approvals. Now they share one system, with standardised financial processes and controls. BooksSpend professional services Eight products, one set of processes Sales, finance, delivery, recruitment and employee administration each in their own place, with no view across them. Now eight Zoho products configured as one set of processes, from lead to opportunity to project to timesheet. CRMDeskProjectsPeopleRecruitAnalyticsMarketing AutomationBooks professional services Vendors, bills and employee contracts created automatically Vendor records, employee bills and contracts were created by hand from data that already existed in two other systems. Now Creator sits between them and creates all three. CreatorContractsBooksPeople government and public bodies An accounts management system with the audit trail built in Financial and administrative processes ran on paper and spreadsheets, with budget monitored after the fact. Now one system with role-based access, ledgers generated automatically and a full audit trail. Creator retail and distribution Invoices read by the system, matched before they are paid Vendor onboarding, requisitions, purchase orders, invoices and payments handled by hand and by email. Now one platform that reads an invoice, verifies the vendor, matches it three ways and syncs the payment to the finance system. Creator retail and distribution Leads assigned by region, contracts signed in the same place Leads assigned by hand, deal stages tracked outside the system and contracts chased over email. Now automated assignment by region and product, approvals in the pipeline, e-signature on the agreement and region-wise dashboards. CRMAnalytics travel and hospitality Rental lifecycle and finance, reconciled The rental application worked but stopped at the booking. Now booking, completion, invoicing, payments, refunds and reconciliation run as one flow. CRMBooks manufacturing Every mould traceable, across four plants Mould requests, job orders and vendor coordination run by email across a head office, four plants and outside vendors. Now one on-premise platform with QR tracking, checklist-driven stages and a single record synchronised with the ERP. Creator media and events From the enquiry to the feedback form, one thread Leads, proposals, contracts, vendors, budgets and feedback spread across tools, with each event rebuilt from scratch. Now one thread from the first enquiry through to the feedback form, with the budget visible while the event runs. CRMProjectsCreatorWorkDriveSignSurveyAnalytics education Merit, seats and fees without a spreadsheet Admissions, counselling and fees tracked in spreadsheets across departments, with merit recalculated by hand. Now one platform with configurable quota logic, automatic merit ranking and seat allotment, and fees reconciled in real time. Creator