Situation: A growing healthcare provider operating multiple clinics. The organization expanded services, supporting patients from initial inquiry through surgery and post-operative recovery.

As the operation expanded its services and clinic footprint, it relied on an organically built Zoho CRM environment alongside eClinicalWorks (EMR), spreadsheets, and third-party tools to manage patient intake, care coordination, and reporting. While functional, the system struggled to support growth, visibility, and consistency across locations.

Leadership needed a scalable platform that could support patient access, care coordination, marketing, and reporting—without disrupting clinical systems.

Challenge: The organization faced several operational challenges:

• Fragmented patient workflows across CRM, EMR, spreadsheets, and manual tracking tools
• Heavy manual data entry and inconsistent patient follow-up processes
• Limited reporting and analytics, requiring weeks of manual effort each month
• Lack of standardized workflows across clinics and teams
• Growing complexity around surgical coordination, pre-op, and post-op communication
• The organization needed to improve efficiency, consistency, and insight while laying the foundation for future system integrations.

• Solution Camarès delivered a phased Zoho One optimization, grounded in business process management and healthcare-aware system design.

  Key elements of the solution included:

  • A comprehensive assessment and planning phase to redesign patient capture, intake, and care workflows
  • Restructuring Zoho CRM to support the full patient lifecycle, from inquiry to discharge
  • Replacing standalone patient tracking tools with a custom patient tracker inside Zoho CRM
  • Automated follow-up workflows using tasks, email, and text messaging
  • Integration with third-party tools such as BirdEye for patient communication
  • Advanced reporting and dashboards using Zoho Analytics
  • Creation of a scalable foundation for future API integration with eClinicalWorks
  • Dedicated workflows for surgical coordination, including automated tasks, alerts, and patient communications
  • Camarès delivered structured training and post–go-live support to drive adoption across clinics and teams.

Situation: The company is a national provider of virtual medical triage and care coordination services for injured workers and supports hundreds of corporate clients by connecting injured employees with licensed medical professionals through a proprietary case management platform.

As the enterprise grew, its technology stack evolved organically. Core operations relied on a custom Zoho Creator case management system (CMS) alongside Zoho CRM, Zoho Books, QuickBooks, Google Workspace, and several third-party tools. While functional, the environment lacked standardization, suffered from performance issues, and required significant manual effort to move data between sales, clinical operations, and finance. Leadership recognized that these limitations were constraining scalability, visibility, and operational efficiency.

Challenge: The company faced several interconnected challenges:

• Fragmented workflows across sales, clinical operations, account management, and finance
• Limited data flow between CRM, CMS, and accounting systems
• Performance and usability issues within the custom Creator-based CMS
• Redundant applications and manual reconciliations between Zoho Books and QuickBooks
• Growing support and reporting needs without a unified ticketing strategy

The organization needed to modernize its systems without disrupting clinical workflows or provider adoption.

Solution Camarès partnered with company leadership to deliver a phased Zoho One optimization and integration program, grounded in business process management and change enablement.

Initiatives included:

• A comprehensive Plan & Scope engagement to redesign end-to-end workflows from sales through service delivery and billing
• Upgrading the custom Zoho Creator CMS to Creator 6, improving performance, security, and extensibility
• Implementing Zoho Flow to synchronize Zoho Books and QuickBooks, eliminating manual financial reconciliation
• Designing and deploying Zoho Desk, including a custom Desk-to-Desk integration that allowed seamless collaboration between WorkPartners and Camarès while preserving client-facing communication boundaries
• Refining CRM, CMS, and accounting integrations to improve data accuracy, reporting, and operational visibility

Throughout the engagement, Camarès worked closely with leadership, clinical staff, and account managers to ensure solutions aligned with real-world usage.

Situation: A healthcare technology company delivering connected cardiac monitoring devices through a mix of direct sales, rentals, subscriptions, and distributor channels. Their operations required tight coordination across sales, logistics, finance, customer support, and product usage tracking. As the company grew, core business processes were supported by a combination of Zoho tools, accounting software, a proprietary product portal, and manual workflows. While functional, the environment lacked standardization and real-time visibility across the customer and product lifecycle, making it increasingly difficult to scale operations and manage recurring revenue with confidence.

Challenge: A unified platform was required that could support:

• Complex sales models, including trials, rentals, subscriptions, renewals, and replacements
• End-to-end visibility from contract to fulfillment to billing
• Accurate tracking of devices, serial numbers, and usage
• A two-tier distribution model and growing support volume
• Cross-functional adoption without disrupting ongoing operations

The organization required a solution that balanced structure, flexibility, and speed to value.

Solution: Camarès partnered implemented a phased Zoho One architecture, grounded in business process management and iterative delivery.

The solution included:

• Zoho CRM as the system of record, customized for quotes, sales orders, contracts, serial numbers, RMAs, and renewals
• Automated workflows connecting sales, logistics, finance, and IT—from signed agreements through fulfillment and invoicing
• Integration of Zoho Sign, Zoho Analytics, Zoho SalesIQ, Zoho Social, and Zoho Desk to support sales execution, customer engagement, reporting, and support
• Implementation of a two-tier distribution model and post-launch enhancements to support historical data, recurring billing visibility, and future direct-to-consumer integration
• Structured training and enablement to support adoption across teams

Situation: A fast growing healthcare professional solutions company provides comprehensive market analysis, insurance planning, and credentialing services to large medical practices and practice groups.

Challenge: Camarès began working with the client in 2020. The client used several third-party applications to manage client relationships. The client had DIY’d their Zoho CRM customization making it overly complicated. Existing client accounting management was handled through QuickBooks Online and the client. The Sales team managed leads and deals through Zoho CRM, but the Operations team used a “homegrown” CRM application to manage relationship and service delivery with clients.

Solution: Management wished to optimize the entire company onto Zoho One in a multi-year phased approach. Phase I: The Camarès Team reviewed their business process, cleaned up their CRM, and then completed the CRM/Books integration. We moved the client off of QuickBooks and onto Zoho Books. Camarès delivered comprehensive business process planning and mapping, implementation services, including API development, data migration, QC/testing , live, remote, and recorded training, and Zoho Desk Knowledge Center. Today, the client uses Analytics, Assist, Bookings, Books, CRM, Campaigns, Desk, Forms, Learn, Projects, Sign and more.

Solution: Camarès worked closely with multiple stakeholders from each of the divisions. Planning was extensive as we determined which legacy systems to keep and which to modify. Our comprehensive business process consulting and workflow design using business process charting brought order to the data flow and discipline to the processes across multiple channels. Camarès delivered comprehensive business process consulting, planning, and mapping across the entire organization, implementation, data migration, QC/testing and a Zoho Desk Knowledge Center, with recordings and documentation specific to client implementation.  Ongoing engagement provides training  for new hires and update meetings to address business growth plans.