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Case Studies & Project Portfolio

Real projects, real outcomes. Below are examples of CRM implementations we have completed. Client names have been changed for confidentiality, but the project details and outcomes are factual.

Real estate CRM implementation case study
Real Estate

CRM Implementation for a Bengaluru Real Estate Firm

A mid-sized real estate company in Bengaluru with 15 sales agents was managing leads through spreadsheets and WhatsApp groups. Leads from multiple portals (99acres, MagicBricks, and their website) were being tracked manually, resulting in delayed follow-ups and lost opportunities.

We implemented Zoho CRM with automated lead capture from all portals, property-to-lead matching, site visit scheduling, and a sales pipeline that tracked each lead from inquiry to booking. The sales team received training on using the mobile app for on-the-go updates.

Platform

Zoho CRM

Team Size

15 users

Duration

4 weeks

Services

Setup, Migration, Automation, Training

Reported outcomes:

Lead response time reduced from 24+ hours to under 2 hours
All leads from 3 portals now captured automatically in one system
Sales managers can now view pipeline status and agent performance in real time

Outcomes reported by the client after 3 months of usage. Individual results may vary based on team adoption and market conditions.

E-Commerce

CRM Setup for an Online Retail Business

An e-commerce company selling home decor products through their website and Amazon was struggling to manage customer inquiries, track repeat buyers, and run targeted campaigns. Customer data was scattered across their Shopify dashboard, email inbox, and a shared spreadsheet.

We implemented HubSpot CRM with Shopify integration, set up customer segmentation based on purchase history, and configured automated post-purchase follow-up sequences. The support team received a shared inbox for managing customer queries with proper ticket tracking.

Platform

HubSpot CRM (Free Tier)

Team Size

8 users

Duration

3 weeks

Services

Consulting, Setup, Integration, Training

Reported outcomes:

All customer data consolidated from 3 sources into one CRM
Automated post-purchase emails now sent within 24 hours of delivery
Customer support response time improved with ticket tracking system

Outcomes reported by the client after 2 months of usage. Results depend on product quality, customer base, and team consistency.

E-commerce CRM implementation case study
Healthcare CRM implementation case study
Healthcare

Patient Management CRM for a Multi-Specialty Clinic

A multi-specialty clinic in Bengaluru with 3 branches was managing patient inquiries through phone logs and a basic appointment register. They had no system to track referral sources, follow up on missed appointments, or measure which marketing channels brought in new patients.

We implemented Freshsales CRM configured for healthcare workflows — patient inquiry tracking, appointment scheduling, referral source management, and automated follow-up reminders for missed appointments. Each branch had its own pipeline with shared reporting for the management team.

Platform

Freshsales CRM

Team Size

12 users (3 branches)

Duration

5 weeks

Services

Consulting, Setup, Migration, Automation, Training

Reported outcomes:

Patient inquiry tracking now centralized across all 3 branches
Missed appointment follow-ups automated, reducing no-shows
Management can now identify which referral sources bring the most patients

Outcomes reported by the client after 4 months of usage. This is a business CRM implementation, not a clinical EMR/EHR system. Results vary based on staff adoption and patient volume.

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