Service Industry

A packaging solutions provider struggled with managing multiple addresses, causing inefficiencies in order processing and fulfillment. Evoluz implemented an Address Master Functionality in Zoho CRM, enabling centralized storage, automated default selection, and workflow integration. Real-time updates improved logistics, enhanced accuracy, and streamlined order processing. The result: seamless address management, faster fulfillment, fewer errors, and a scalable system for long-term efficiency.

A US-based professional cleaning service provider needed an efficient system to manage inquiries, estimates, and contracts. Evoluz automated lead capture with Zoho Forms, enabled instant estimate generation in Zoho Books, and streamlined contract execution via Zoho Sign. Real-time tracking in Zoho CRM improved transparency. The result: faster response times, seamless contract processing, error-free data handling, and a scalable workflow for long-term operational efficiency and business growth.

Our client, a packaging solutions provider, faced challenges in managing invoicing efficiently. Manual calculations led to errors, and disconnected systems caused redundant data entry. Evoluz automated invoicing by integrating Zoho CRM with QuickBooks, enabling real-time data sync. Custom formula fields eliminated errors, automated workflows streamlined sales orders, and financial dashboards improved visibility. The result: faster invoicing, accurate accounting, and scalable financial growth.