Case Study
Zoho-Based Infrastructure for a Subscription Trade Intelligence Platform
Client
ImportGenius
Industry
Trade Intelligence · SaaS · Subscription Services
The Challenge
ImportGenius required a scalable system to manage subscriptions, billing, customer data, and support operations. Disconnected tools resulted in manual billing effort, limited KPI visibility, and fragmented customer lifecycle management.
- Fragmented subscription, billing, and support data
- Manual invoice generation and billing processes
- Limited visibility into retention and subscription KPIs
- Disconnected internal project workflows
- Reactive customer engagement
The Objective
- Unify subscription, CRM, billing, and support data
- Automate invoicing and financial workflows
- Gain real-time visibility into subscription performance
- Improve customer engagement and retention
Our Solution
Subscription Integration
Recurly integrated with Zoho CRM and Zoho Desk.
Analytics & Reporting
Zoho Analytics dashboards for KPIs and retention metrics.
Project Automation
Zoho Projects with automated creation from CRM.
Billing & Finance
Zoho Books for automated invoicing, expenses, and payroll.
Customer Engagement
Zoho SalesIQ with chatbots for proactive support.
The Impact
- Unified customer lifecycle from subscription to support
- Reduced manual billing tasks by 70%
- Improved client satisfaction and retention
- Scalable infrastructure supporting long-term growth
