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Client stories · Zoho partner in the USA · Los Angeles

Zoho case studies from US companies we built systems for

Two stories, told plainly. A consumer financing company that pulled sales, booking and support into one Zoho CRM, and a behavioral health provider that brought leads, outside assessors and hiring under one roof. Both were delivered by our team led from Glendale, the same people you would meet on a first call.

Zoho Advanced PartnerCertified Zoho consultants
You’ll talk to our founders, not a call center.300+ projects · serving US clients since 2025

01The stories

Which Zoho projects can you read about today?

Two of them, LendingUSA and myHHBS, both US companies and both still running on the systems we set up. Each write-up covers the problem they came with, the Zoho apps we connected and the change their teams noticed.

Both companies agreed to be named here. We describe their systems in broad strokes, since the real configuration belongs to them, and your build would get the same discretion.

Consumer financing · United States

LendingUSA swapped scattered tools for one connected Zoho CRM

They came with
Leads, chat conversations and support requests spread over separate tools, and staff retyping the same details.
We built
Zoho CRM in the middle, wired to Forms, SalesIQ, Bookings, Flow, Creator and Desk, after a move off Salesforce.
  • Zoho CRM
  • Zoho Forms
  • Zoho SalesIQ
  • Zoho Bookings
  • Zoho Flow
  • Zoho Creator
  • Zoho Desk
Read how LendingUSA runs on Zoho

Behavioral health · United States

myHHBS gave outside assessors and new hires a place inside its Zoho system

They came with
Enquiries arriving from many channels and in more than one language, with assessor work and hiring paperwork kept elsewhere.
We built
Zoho CRM for intake, a Zoho Creator portal for external assessors, and Recruit, Sign, Forms and SalesIQ around them.
  • Zoho CRM
  • Zoho Creator
  • Zoho Recruit
  • Zoho Sign
  • Zoho Forms
  • Zoho SalesIQ
Read the myHHBS story

02Find by app

Looking for a specific Zoho app in action?

Pick an app below. The matching story lights up, with one line on the job that app did there. Zoho CRM, Zoho Forms, Zoho SalesIQ and Zoho Creator turn up in both projects, which says a lot about how often they sit at the core of a US Zoho build.

LendingUSAConsumer financing

  • Zoho CRMThe shared record every team reads from, replacing Salesforce.
  • Zoho FormsWeb enquiries that open a CRM record instead of an email.
  • Zoho SalesIQWebsite chat that lands next to the lead it belongs to.
  • Zoho BookingsCalls booked by the customer, visible on the CRM record.
  • Zoho FlowThe wiring that carries data between the apps.
  • Zoho CreatorCustom pieces the standard apps did not cover.
  • Zoho DeskSupport tickets tied to the same customer history.
LendingUSA case study →

myHHBSBehavioral health

  • Zoho CRMOne inbox for leads from every source and language.
  • Zoho FormsIntake forms that feed straight into the CRM.
  • Zoho SalesIQA chatbot answering visitors around the clock.
  • Zoho CreatorA separate portal for outside assessors.
  • Zoho RecruitHiring tracked in the same system as the rest.
  • Zoho SignPaperwork signed online rather than on paper.
myHHBS case study →

Showing every app across both stories.

03Who we build for

Do you only work with lenders and healthcare providers?

No. Those are the two industries with published stories so far. Our 40+ person team also builds Zoho and AWS systems for real estate, manufacturing, professional services and construction companies across the US, Canada and Latin America.

See every industry we work in →

04Our rules for stories

Why don’t these stories quote percentages?

Because we only print figures a client has approved for publication, and we would rather leave a metric out than make one up. What you read is what the client signed off: the problem, the apps, the changes their people describe.

  1. Named only with permissionEach company signed off on its name, logo and story before anything went live.
  2. No invented resultsOutcomes are written the way the client describes them, with no made-up figures.
  3. Details kept privateField names, scripts and internal rules stay with the client, so diagrams are simplified.
  4. Real apps, real linksEvery Zoho app mentioned links to our page on it, so you can see what it costs and does.

05Questions

Questions about our Zoho case studies

What we can share, what stays private and how a project like these begins. Anything about your own setup is better asked live, with your current tools on screen.

Which Zoho case studies can I read?

Two are published: LendingUSA, a US consumer financing company that runs sales, booking and support on seven connected Zoho apps, and myHHBS, a US behavioral health provider that brought leads, outside assessors and hiring into one Zoho system.

Why are there no numbers or percentages in your case studies?

We only publish figures a client has approved for publication, and none have been approved for these two stories. Rather than invent a metric, each story describes the problem, the apps we connected and the changes the client's team reported.

Are these the exact systems the clients use?

They are simplified on purpose. The apps and the overall design are accurate, but field names, scripts, internal rules and data stay with the client. We treat every client build the same way, including yours.

Can you build something similar for my company?

Very likely, if your business has the same kind of problem: leads, chats and support in different tools, or outside people who need their own view of your data. Every project starts with a free discovery call, then the scope and a fixed price are written into a signed BRD.

Do you only work with lending and healthcare companies?

No. These are simply the two industries with published stories so far. We also build for real estate, manufacturing, professional services and construction companies, plus many others, across the US, Canada and Latin America.

Did LendingUSA move to Zoho from Salesforce?

Yes. In its testimonial LendingUSA describes its move from Salesforce to Zoho, along with the custom API development we did for it. The full story is on the LendingUSA case study page.

Will you publish more case studies?

Yes, as clients approve them. Many of our 300+ projects since 2025 are for companies that prefer to stay unnamed, so new stories appear only after the client has read and approved the draft. We do not promise dates.

06Let’s talk

Tell us what you’re building. We’ll map the fix.

Book a free consultation with Elite Tech Global. We review your Zoho, AWS, Shopify or WordPress setup, show where AI / SI agents can save time, and agree the next step. If we work together, every requirement and a fixed price go into a signed BRD before the build starts.

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