All workBusiness Systems
A CRM the sales team actually uses
- Client
- Ellery Joinery
- Service
- Business Systems
- Year
- 2026
- Timeline
- 6 weeks
The problem
Quotes, invoices and customer notes lived in three places. The team lost most of every Monday to re-typing.
What we did
We set up Zoho CRM around the way they already sell, moved ten years of records across and automated quote follow-ups.
The result
Quotes go out the same day. The spreadsheet that ran the business has been retired.
- Admin time on quotes
- -80%
- To train the team
- 1 day
- Of records moved
- 10 yrs
“For the first time, we understood what we were paying for.”