Use cases: Client management, Time management
Industry: Immigration agency
Team size: Less than 50 employees
Product feature: Zoho CRM integration, Bookings customizations
The challenge: Inefficient system to manage meetings
Tagarela Migration is a migration agency based in Australia that specializes in providing tailored immigration solutions for individuals and businesses.
Before implementing Zoho Bookings, Director Marina Silva and her team faced a lot of inconsistencies, as they weren’t able to organize and manage their scheduled meetings with their previous booking system.
Flawless integration of Zoho Bookings with Zoho CRM
Tagarela Migration had already incorporated Zoho CRM to handle its client data and business workflow, so it was a smooth switch over to Zoho Bookings.
"Zoho Bookings integrates flawlessly with Zoho CRM, allowing us to sync our client information and appointment details automatically," Silva remarks. This is especially important when it comes to saving time and reducing errors.
More focus on important tasks
"The automated booking system has minimized the risk of double-bookings, scheduling conflicts, and human errors, resulting in a more efficient and professional service."
— Marina Silva
Silva and her team now focus on other important tasks instead of manually scheduling meetings with clients. The options to self-schedule and send email reminders have come handy, and it has led to better time management and increased productivity.
"These positive changes have contributed to our ongoing success and allowed us to better serve our clients' needs."
— Marina Silva
Recommending Zoho Bookings for your business
Silva recommends that businesses try Zoho Bookings, "especially if they're looking for a user-friendly, customizable, and cost-effective booking solution that integrates seamlessly with other business tools."