The Challenge
Client records and follow-ups were scattered, with no centralized system to track leads, conversations, or day-to-day workflows.
The Solution
Implemented and configured Zoho CRM for client and lead management, built automated workflows with Zoho Flow to cut down manual steps, and added Zoho SalesIQ for live chat and visitor tracking.
The Result
Dr. Hilo now runs client management, follow-ups, and live chat from one connected Zoho workspace instead of scattered manual records.