Case Study: LIVIN improves productivity by 40% with Zoho One

LIVIN - Customer Case Study

LIVIN, a mental health non-profit charity, faced the challenge of managing its growing operations with inefficient, manual processes spread across disconnected spreadsheets. This system made it difficult to oversee multiple revenue channels, donor relationships, and training bookings. After a previous custom CRM platform unexpectedly shut down, the vendor Zoho CRM was identified as the ideal solution to centralize their data and operations.

By implementing Zoho One, LIVIN integrated a suite of Zoho apps including CRM, Sign, Bookings, and Forms to automate its workflows. This provided a centralized system for lead management, contract signing, appointment scheduling, and data collection. The solution from Zoho increased the charity's internal productivity by 40%, delivering clear oversight of all customer interactions and eliminating the manual burden of spreadsheets.

LIVIN

Casey Lyons

Co-founder