Infomaze, a Zoho Authorized Partner, helped a mid-sized accountancy and financial services firm transform its operations by integrating Zoho with Canopy accounting software. While Canopy efficiently managed bookkeeping, it lacked capabilities for marketing, cross-selling, client onboarding and automation.
To address these gaps, we designed and implemented a tailored Zoho CRM solution that streamlined operations, accelerated the firm’s sales cycle and significantly enhanced the customer experience
Our client is a mid-sized accountancy and financial services firm specializing in bookkeeping, CFO services and related financial management solutions. While they relied heavily on Canopy accounting software for accounting, the platform was limited to handling core bookkeeping tasks. It lacked advanced tools —all crucial for scaling their business with Zoho for financial services.
Canopy managed accounting but offered no built-in way to upsell or announce new services to existing customers.
Initial data collection was done via calls and emails which was time-consuming and prone to errors.
The website lacked sufficient service information, a chatbot and proper forms to capture and route leads.
Preparing quotes and collecting additional data from customers took days.
We redesigned the client’s website to highlight services clearly, add a self-service chatbot and implement smart forms integrated directly with Zoho CRM for accounting firms.
The detailed online form collected all necessary information like name, email, required service, start timeline, challenges, etc. and pushed it into Zoho CRM implementation. This eliminated manual pre-sales calls and data-entry errors.
Based on the Zoho integration services chosen, it automatically:
During calls, the team could tick off required services in Zoho, which instantly:
With nurturing workflows built in Zoho, client deals progressed seamlessly through the pipeline, resulting in faster closures and higher conversion rates.
Once a deal was approved:
This portal lets customers log in, view application status, upload documents and fill required forms, all without back-and-forth emails.
The system triggered targeted email campaigns to:
Manual data collection and follow-ups reduced from days to minutes.
Automated forms and workflows minimized human errors.
Automated quoting and contract handling sped up deal closure.
Clients had a branded portal, clear status updates and smoother onboarding.
Targeted campaigns increased uptake of additional services through CRM for accountants.
By integrating Zoho with Canopy via custom development, we provided a full-scale solution with automation, API integrations, staff training and a redesigned digital experience. The accounting firm now enjoys improved efficiency, more sales opportunities and happier customers.
More phases are planned but even at this stage, the client is delighted with the transformation.
If you are an accounting or service firm looking to automate operations, improve cross-sell opportunities and enhance customer experience, Infomaze can help. We specialize in Zoho consulting services and tailor Zoho integration services with your existing platforms like Canopy accounting software to let your team focus on what they do best, while the software handles the rest.
Get in touch with us today to explore how we can automate your business.
Let us know! Our product experts can configure the best solution for your business.
