Case Study: Realise Business streamlines client management and reporting with Zoho CRM

An Australian government-funded company streamlines its operations and boosts customer management with Zoho CRM

Realise Business, an Australian government-funded not-for-profit consulting company, faced challenges managing its rapidly growing customer base with a legacy CRM and multiple disconnected applications. Their primary need was for a fully integrated system to streamline operations and manage their expanding database effectively. After evaluating several options, they chose to implement the Zoho One suite, which includes Zoho CRM.

The implementation, handled by an authorized Zoho partner, centralized the entire customer journey within Zoho CRM. This provided management with critical data visibility through reports and dashboards, streamlined the client onboarding process with automated workflows, and eliminated numerous manual tasks. As a result, Zoho CRM enabled Realise Business to handle a 50% increase in business growth while operational costs remained the same, and equipped them to scale efficiently during a significant COVID-driven surge in demand.

Realise Business

Jacqui Attard

Chief Executive Officer