NLP Leasing

NLP Leasing provides swift and personalized leasing solutions, ensuring quick approvals and streamlined processes to help businesses secure their ideal spaces and equipment faster. Their expert consultants conduct thorough market analyses to offer tailored services that align with each client's unique requirements and business goals. With flexible terms and competitive rates, NLP Leasing enables businesses to focus on growth while they handle the leasing process efficiently.

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About Zoho CRM

Turn Conversations into Conversions with Zoho CRM

Zoho CRM is an all-round customer relationship management tool designed to streamline sales, marketing, and support operations. With a customizable interface, automation tools, AI-powered insights, and seamless integration with your favourite apps, Zoho CRM helps you convert more leads and retain more customers—all in one place.

Challenge and Problem Statement

Bookkeeping Backlog and Loan Management Gaps

  • Multiple months of backlog due to offline billing, invoices, manually tracked payments and inefficient bookkeeping

  • Manually matching payments to loans leading to high manpower cost and ineffective customer support.

Customer Management in Silos

  • Non-integrated customer onboarding processes driving longer loan processing times.

  • Localized customer data management through MS Excel and MS Outlook.

  • Teams working in silos.

  • Manual documentation and record keeping for loans.

Banking Reporting Requirements

  • Inefficient and manually created reports for banking reporting and compliance.

  • Data to be collected from multiple sources to make reports, leading to increased hours in production.

Operational Bottlenecks blocking Business Scaling

  • Multiple man-hours spent in daily operations, blocking resources that can be utilized towards business growth.

  • Non-centralized record keeping requires collaboration between team members on a regular basis, but takes more time.

Solution

Strategic Loan Management Automation

  • Synchronized Loan Management in Zoho CRM alongside Bookkeeping in Zoho Books allows for efficient tracking of loan payments.

  • Automated workflows reduced man-hours spent on redundant tasks such as matching invoices and loans to payments received.

  • Default management systems allowed the team as well as customers to be notified of failed payments, revising the loan schedule and initiating recovery procedures.

Centralizing CRM

  • Centralized data in CRM allowed all teams to access customer data, synchronizing marketing with lead conversion and validating loans.

  • Local and offline data is no longer required, removing the presence of duplicates.

  • Cross-functional collaboration was made possible.

  • Automated documentation for all records, connected with customer communications.

Analytics and Automated Reporting

  • Live Analytics allows for custom report development, helping NLP Leasing with banking and compliance reporting requirements.

  • Centralized data allows one-click report generation, tracking of data errors and loan profitability for business, while reducing man-hours and cost of reporting.

Moving from Daily Operations to Business Growth

  • With automated Customer and Loan Management, NLP Leasing teams are now available to plan for more products, financial services and improving customer support.

  • Better collaboration between team members through highly accessible Zoho apps allows for visibility into business performance and planning for business growth and scaling.

Our Process

How to get started?

Our Simplified 3-Step Service Process

1
Consultation and Customization

Begin with a discovery call to help us understand your business, biggest pain points and time consuming processes.

2
Implement

Next, we customize Zoho applications and integrate Zoho applications with your existing industry-specific systems to align perfectly with your operational goals and processes.

3
Track Progress

After implementation, we continuously monitor the performance against the set milestones and tasks through Zoho Projects

Ready to transform your business with Zoho?

Book a complimentary consultation today to explore how our tailored solutions can streamline your operations

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Results

Metric
Improvements
Customer Onboarding
90% faster (1 hour to 5 minutes)
Documentation (Invoices, lease agreements, client communications, notices)
96% faster (30 min to 1 min) per document
Loan Management
95% automated and 100% error free
Reporting for bank requirements
100% automated and error free
Analytics
100% live and accessible

Business Impact

Business saved 3+

hours on client onboarding

Business achieved 40+

hours across loan management

Business Impact

Unified view of customer data across sales, service, and operations teams.
42% improvement in average response time
35% faster query resolution
25% increase in first-contact resolution rate
Provides a cohesive environment for all business functions
Zoho Smart Business

Zoho Apps Used

Legacy App Replaced

“The implementation of Zoho One has significantly enhanced our operational efficiency and organizational alignment. Processes that once required substantial manual effort such as onboarding, loan tracking, and compliance reporting are now streamlined and largely automated. The centralized system has not only reduced our turnaround times but also improved data accuracy and cross-team collaboration. This transformation has enabled us to shift our focus from routine operations to strategic growth and service innovation. We are highly satisfied with the results delivered."

— Assaf Sinai, President, NLP Leasing

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Zoho One

Run your entire organization with 45+ integrated apps — sales, marketing, finance, HR, and operations, all connected in one powerful suite.

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Zoho Books

Zoho Books — your all-in-one cloud accounting platform.Close deals faster and build lasting relationships with Zoho CRM.

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Zoho CREATOR

Create, customize and launch business applications with ease.

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Zoho Analytics

Close more deals, automate workflows, and build lasting customer relationships with the Zoho CRM for growing businesses. or Close deals faster and build lasting relationships with Zoho CRM.

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Zoho Marketing Automation

Close more deals, automate workflows, and build lasting customer relationships with the Zoho CRM for growing businesses. or Close deals faster and build lasting relationships with Zoho CRM.

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Our Certifications

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Certificates & Achievements

Certified Zoho Partner for CRM

250+ Successful CRM Implementations
Trusted by 100+ Businesses
4.9/5 Customer Satisfaction Rating

We are here to help!

Whether you’re seeking to streamline your operations, enhance efficiency, or secure your data, our team at Automate Accounts is dedicated to provide personalized, cutting-edge solutions tailored to your business needs. Get in touch to discover how we can elevate your business to new heights

Address

285 Taunton Rd E, Oshawa, ON- L1G 7L1, Canada

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