Customer Stories


Insurance brokerages, manufacturers, nutrition brands, leasing firms - see how we replaced spreadsheets, stitched fragmented tools and built reporting they actually trust. Pick a story below.

30+
Documented case studies
across 100+ clients
174+
Total Zoho rollouts
delivered to date
7 days
Fastest migration
QuickBooks → Zoho Books
100%
Clients still active
on Zoho post go-live
Featured Story

Two systems, one source of truth

Insurance Brokerage

AIM Insurance: Power Broker, finally talking to Zoho CRM

A multi-branch brokerage running on Power Broker BMS for policy data and Zoho CRM for sales — but the two never spoke. We built a bi-directional integration so client, policy and renewal records sync automatically, eliminating duplicate entry and giving producers one accurate view.

BMS
Power Broker
BMS
Zoho CRM
2-way
real-time sync between systems
0
duplicate client entries
40%
less manual data entry
AIM
Client
AIM Insurance
Independent insurance brokerage
The challenge

Producers worked in Zoho CRM. Service teams worked in Power Broker. Every new client and policy update had to be re-keyed in both systems - costing hours daily and creating mismatched records that nobody trusted.

What we built

A custom Zoho-side connector that pulls Power Broker client and policy data into CRM and pushes new prospects back the other way. Field-level mapping, conflict rules, and a daily reconciliation report so nothing slips silently.

The outcome

Sales and service finally share the same client picture. Producers stopped re-keying, renewals stopped slipping, and leadership got pipeline + book-of-business reporting from one place.

Apps used Zoho CRM Zoho Creator Power Broker BMS
All Stories

Browse by industry

Same Zoho ecosystem, different problems. Pick your industry to see how teams in your space approached it.

Real businesses across every Zoho service line.

Don't see your industry? Talk to us →
Common Threads

What every story has in common

Less manual entry

Every project replaces re-keying with native Zoho automation — bank feeds, recurring invoices, document parsing, scheduled reports.

One connected system

CRM, books, inventory and support stop living in silos. Customer, invoice and ticket data flow between apps automatically.

Reporting they trust

Zoho Analytics dashboards replace fragile spreadsheets — real-time KPIs leadership can actually read without a finance hand-hold.

Real Stories. Real Results.

Real feedback from businesses
that have worked with us.

Real feedback from businesses that have worked with Automate Accounts on Zoho setup, migration, support, and process improvements.

"
★★★★★

"I highly recommend Automate Accounts for their exceptional expertise in handling complex financial system data cleanup. They bring a valuable combination of technical knowledge and customer service, making a challenging process straightforward and stress-free."

Tate Gould
Tate Gould
AnLar and OtisEd Group
★★★★★

"I had worked with a previous Zoho consultant that was very sub par and so I was skeptical. However, Automate Account's approach and skill level was far superior. They were extremely knowledgeable and became like team mates."

Shannon Chmelyk
Shannon Chmelyk
WJF Instrumentations Limited
★★★★★

"Working with Automate on our Zoho transformation has been great! They are responsive and are able to help us find solutions for all of our needs!"

Dan Avon
Dan Avon
AIM Insurance
Browse Zoho Packages →
Simple Process

How it works

Three clear steps from choosing a package to having a working Zoho system.

01 Choose a package 02 We review your requirements 03 We get started
01
Choose a package

Browse the store and pick the setup, migration, support, or training option that fits your current needs.

02
We review your requirements

We confirm the scope, gather details, run discovery calls and make sure the service aligns with your business.

03
We get started

We launch, migrate, improve, or support your Zoho system with a clear delivery path and regular check-ins.

Browse Packages to Get Started
Your Story Next

Tell us where Zoho fits in — or where it doesn't yet. We'll come back with a scoped plan, fixed timeline, and a referenceable client doing something similar.