“I chose to work with Lorin and Gloo because while others seemed to focus only on the technical aspects of CRM, Gloo's focus was clearly on our sales process and people first, to be followed by technology.”
At Gloo CRM, we specialize in automating essential processes for professional service firms. With fifteen years of experience as a Zoho partner, Gloo implements Zoho’s suite of powerful applications to help your consulting firm get the most out of its investment.
CRM for Professional Services
Manage clients, leads, and accounts with ease through Zoho CRM’s customizable features.
Marketing Automation
Connect with clients at the right time, using Zoho’s advanced marketing tools to build and maintain meaningful relationships.
Consultant Booking and Resource Management
Ensure optimal resource allocation and smooth scheduling with Gloo’s customized booking and management systems.
Billing and Invoicing
Automate and simplify your invoicing to reduce errors and improve cash flow management.
Expense Management
Automate your expense management process from receipts to reimbursement, eliminating manual errors and saving you hours.
Time Tracking
Manage time and expenses efficiently with our solutions, built for teams that need accurate, real-time tracking.
● Document Collaboration and Contract Management
Streamline document sharing and approval processes while maintaining full control over contracts with electronic signatures.
● Project Management
Plan, execute, and track your projects with integrated tools that ensure every deadline is met and every milestone achieved.
Bring it all together! Turn your data into actionable insights with powerful reporting and analytics tools.
Since 2010, Gloo CRM has been trusted by consultants just like you to deliver customized solutions built on Zoho’s versatile platform. We go beyond simple configuration — our experts help map your business processes, identify pain points,and craft solutions that drive efficiency and growth.
“The skills and development Gloo has provided are vital to meeting our growing business needs. We had a change in business structure that increased our invoicing requirements by upwards of 300% and was difficult for Accounts Receivable to keep up, crippling our ability to develop a particular revenue stream.
Gloo took a methodical approach to address our sales process, document management, training, and culture to redesign the infrastructure we had in place. Through improved data quality, reduced error potential, and automated document flow our accounting department gained about 16 labor-hours per week by reducing repetitive tasks and automated reporting.
Now we have reporting to make informed decisions rather than the laborious approach we used to employ. We have gone on to other projects developing with Gloo and consider their staff an extension of ours.”
● A discovery phase where we deeply understand your business needs
● Customization of Zoho’s powerful tools to match your exact requirements
● Ongoing support, maintenance, and training to ensure long-term success
Don’t let inefficient processes hold your business back. Contact Gloo CRM now for a consultation and find out how we can customize a solution that’s perfect for you. Whether you're looking to optimize a single process or implement a full-service platform, Gloo is here to help.
Connect with Gloo today and experience the power of Zoho’s suite of business applications blended with the finesse of Gloo’s methodical excellence.
Our onboarding:
• Expedient.
• Easy.
• Straightforward options to get started.
Our projects:
• Structured, methodical and documented.
• One version of the truth.
• Your business as a priority.
• Your processes before technology.
• Custom-Fit Solutions
• End-to-End Expertise
• Step-by-Step Precision
• Clear and Direct
• Accuracy That Matters
• Experience Your Project Needs
• Results You Can Trust
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