Sometimes the best part of moving off an old CRM is fixing the things you’ve been putting off for years.
Fixing the Things That Never Got Fixed
One of the best things about moving a business off an old CRM isn’t the migration itself. It’s what happens after.
That’s when we can finally work on the projects that kept getting delayed. The ones that never made it past "maybe someday" because the old system just couldn’t handle them.
A Portal That Wasn’t Possible
One client had been wanting a customer portal for years. Nothing complicated just a way for customers to:
Log in
See open quotes
Track orders
- Check shipping details
With their old CRM, there was no way to make it happen. Every status update meant digging through files, sending PDFs, and hoping the information was still current.
What Changed With Zoho CRM
When they switched to Zoho CRM, we could finally build it. Zoho’s portal features gave us the tools, and we just had to set things up carefully permissions, data syncing, and a layout that made sense.
It took some planning and testing, but in the end, customers could log in and find what they needed without emailing the team.
The Quiet Win
Now the team spends less time answering the same questions over and over. Customers get faster answers, and everyone’s day runs a little smoother.
It’s not flashy. But for the people using it, it’s a big improvement.
