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Technology
CRM + Billing Platform for a Unified Communications Provider Zoho CRM Customization
A unified communications provider was managing customer relationships, monthly billing, invoicing, payment tracking, and onboarding emails across disconnected tools.
Technology
Industry
7 tools
Stack
Client
Unified Communications Provider
Industry
Technology
Service
Zoho CRM Customization
Stack
Zoho CRM, Zoho Creator, Deluge
01
Challenge
“A unified communications provider was managing customer relationships, monthly billing, invoicing, payment tracking, and onboarding emails across disconnected tools.”
02
Build
We integrated Zoho CRM with a custom Zoho Creator billing engine to automate monthly billing, post invoices back into CRM, generate personalised welcome emails, and centralise payment tracking - plus a curated FAQ system for their website.
03
Outcome
Billing runs itself, payment status lives in one place, and FAQ-driven self-service reduced inbound support volume.
Deliverables
What the system does — functionality shipped.
- Zoho CRM customised end-to-end for the business
- automated monthly billing and invoice posting back into CRM
- personalised welcome-email automation
- payment maintenance unified inside Zoho Creator
- FAQ-driven self-service reducing support volume
Technologies
Zoho CRMZoho CreatorDelugeAutomated BillingInvoice SyncWelcome Email AutomationFAQ System
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