Case Studies.

Every case studies post, newest first.

All articles.

3 posts

How a Zoho Fix Became the Best CRM for Commercial Real Estate Brokers.

There are certain phrases in software that sound harmless until you’ve been around long enough to know better. “Can we just customize Zoho CRM a little?” is one of them. It sounds like a small request, maybe a few custom fields, a workflow or two, and a nice Zoho Sign integration so documents stop disappearing into the Bermuda Triangle of someone’s inbox. But as anyone who has ever sat at a hotel bar during a Zoho conference can tell you, “just customize Zoho CRM a little” is usually where...

Case Studies · Articles

A Zoho Deluge Tutorial in 7 Lessons We Learned the Hard Way.

When we started building our BrokerageOS solution for commercial real estate brokers, I knew we would learn a lot about the brokerage industry. That was the point. We had to understand how brokers manage sellers, buyers, listings, NDAs, CIMs, deal rooms, due diligence, purchase agreements, and all the other moving parts that make commercial real estate brokerage much more complicated than it looks from the outside. What I did not fully appreciate was that we were also signing up for a fairly...

Articles · Case Studies

Why Is Change Management Important in Business? The Case That It's Essential for Success.

The corporate world is always evolving. In order to remain competitive, businesses need to be flexible and responsive to changes in the market, in technology, and in customer preferences. Otherwise, they will be vulnerable to disruption by start-ups who are more attuned to the current marketplace. It seems like evolution and change would be easy and straightforward, but they most certainly are not. Inertia is a powerful force within a company, and just as in physics, where larger bodies of...

Where we're not the right answer

We'll tell you if we're a fit. If we're not, we'll tell you that too.

Your current stack works and nobody wants to change it
You want licences resold at a discount and nothing else
Your internal team owns the operating model and is not handing it over
You want hours of configuration work and nothing run for you: that is on our services pages, and it is not a managed solution

See If We're a Fit

How we start

Most of our best clients come to us with a feeling, not a plan.

"Something isn't working." "We're outgrowing our tools." "We're afraid to make the wrong move." No-Risk Discovery is a short, practical conversation that gets you clarity before you commit to anything big. We'll tell you if we're a fit. If we're not, we'll tell you that too.

Start No-Risk Discovery See the solutions Why We're Different