Custom CRM built using Zoho Creator: A video case study

Tod Maffin is a keynote speaker from Vancouver, Canada. A thought-provoking digital marketing analyst, he is the COO and senior strategist at tMedia Strategies. Adding to the many hats he wears, Tod is also one of the podcasting pioneers of Canada. We came across a

tweet from Tod which said he built his custom CRM entirely on the

Zoho Creator
 platform. That piqued our interest and we asked him about his Zoho Creator CRM app. Tod had an interesting story to tell.

He was using a CRM system (non-Zoho), exclusively made for keynote speakers. But he soon realized that not all speakers have similar requirements and he didn’t need a full-fledged CRM. He felt he was paying $100 a month for a good many features he never used (in addition to the few ones he did like). Luckily, he stumbled upon Zoho Creator. He then built a custom CRM using Zoho Creator, consisting only of those features he needed. Tod says the web forms that link to his website and the automatic notification emails he get, are helping him get more speaking contracts. (but we believe, more than his custom built CRM, it’s his energetic and jargon-free presentations that are getting him those opportunities!) Not just that, Todd uses his Zoho Creator

subscription
 to build a line of applications for his personal needs as well. All this saves him a lot of money.

We asked him if he’d like to share his story with the Zoho Creator community and he was more than happy to shoot the above video testimony for us. Thanks, Tod.

Comments

6 Replies to Custom CRM built using Zoho Creator: A video case study

  1. Raagavan, If you look at the source code for the various contact forms (including the "Enquiry About a Date" form for speaking engagement leads) on Todd's site they all seem to be Wufoo forms. I am just interested to know how the data is being sent from these forms to the CRM app in Zoho Creator (and why he has chosen this approach).

  2. Raagavan, If you look at the source code for the various contact forms (including the "Enquiry About a Date" form for speaking engagement leads) on Todd's site they all seem to be Wufoo forms. I am just interested to know how the data is being sent from these forms to the CRM app in Zoho Creator (and why he has chosen this approach).

  3. Anton,Wufoo forms are not in any way integrated with Zoho Creator's CRM application. He might have used them on a different page.

  4. Anton,Wufoo forms are not in any way integrated with Zoho Creator's CRM application. He might have used them on a different page.

  5. From looking at Todd's website it appears that he uses Wufoo for his forms. I'm just curious as to how this has been integrated with his Zoho Creator CRM app? Why not use the embedded forms straight from Zoho Creator?

  6. From looking at Todd's website it appears that he uses Wufoo for his forms. I'm just curious as to how this has been integrated with his Zoho Creator CRM app? Why not use the embedded forms straight from Zoho Creator?

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