Werpo Solutions

Werpo is a full-service design-and-build energy conservation firm providing cost-effective solutions for clients.

Client

Werpo

Year

2021
The Challenge

The Power of Integration: Zoho and ClickUp Combined

Werpo was encountering a lot of business difficulties, including inefficiencies in its customer relationship management, proposal development, and project management procedures. They were also dealing with disconnected communication among teams and a lack of visibility into project progress.

zoho crm integration

Streamlining the Process

Brite Studio utilize Zoho CRM to consolidate client information and streamline Company X lead management operations. Brite Studio was able to optimize their sales funnel, prioritize their follow-ups, and keep track of Company X client interactions with Zoho CRM. Company X customer relationship management operations were also improved by customizing communication and adapting their sales strategy based on client behavior.