Case Study: a local plumbing company modernizes proposal workflows with Plaidypus and Zoho CRM

Local Plumbing Company modernizes a 100-table proposal workflow with Plaidypus

A local plumbing company faced a significant operational risk as its critical proposal workflow was running on an antiquated database platform. Repeated system lockups were preventing project managers from quoting jobs, and support for the legacy system was waning. The company engaged Plaidypus for a CRM migration to modernize its process.

Plaidypus analyzed the existing database and business process before mapping the data set and performing a sample import into Zoho CRM. They built a completely custom widget within Zoho CRM to streamline proposal generation, integrating it with PDF creation, email distribution, and electronic signatures via Zoho Sign. This solution provided a more reliable and visible workflow for project managers, reducing risk from the aging platform and creating a cleaner path from customer data to signed proposal.