Hospitality technology (guest feedback and analytics) · Mid-sized business · UK
A pile of separate tools for sales, invoicing and support meant the same client existed in different versions in different systems.
- Before
- CRM, accounts and a shared support inbox each held their own copy of client data, with manual re-keying between them.
- What gets set up
- Made CRM the master record with custom modules for success plans, commissions and contracts, then hung helpdesk queues, a knowledge-base chatbot and synced email lists off it.
- What changes
- Client data matches across sales, finance and support, a chatbot handles routine questions, and campaign lists stay current without imports.
Lesson: Pick one system as the client master first; every other app should read from it rather than keep its own list.
Zoho CRMZoho DeskZoho SalesIQZoho CampaignsZoho Books

