Erphub Case Studies and Resources
Case studies and guidance resources showing how Erphub solves complex challenges and optimizes operations with Zoho and HubSpot.
How RallyPoint Cut Lead Response to 2 Minutes
An AI Calling System inside Zoho CRM that acknowledges, calls, qualifies, and schedules every new Lead within minutes, consistently, every time.
HubSpot Certified PartnerErphub builds and integrates HubSpot CRM as a certified Solutions Partner.
Bed Rock Equity Acquisition Outreach
ChatGPT, Excel, and Zapier feed HubSpot CRM, where Apollo.io enrichment, Sequences, and workflows turn a prospect reply into an open deal.
Clear Box SoftPro to HubSpot Sync
A custom C# Windows service polls SoftPro every five minutes and keeps HubSpot Deals, contacts, ownership, and stages in step with every order change.
GiftTrees Dynamic Site Platform
A Zoho Sites platform showing live CRM, Analytics, and Books data, with LightSpeed and GoCardless handling payments and WorkDrive holding the media.
Keystone Claude Team AI Workspace
A Claude Team workspace connected to seven Zoho applications through MCP connectors, with shared assistants and per-app projects.
Sound View Zero-Touch Quote Pipeline
Vendor PDF quotes parsed and turned into complete Jobber quotes automatically, replacing 15 to 30 minutes of transcription per quote.
Greater Metropolitan Property Listings
Property details and images managed once in Zoho CRM and published to the website automatically, with no manual updates.
Get Support Together Provider Directory
A fully dynamic directory driven by CRM, with mega filters, unified provider and event discovery, and an automated image optimization pipeline.
Keystone Fuel Surcharge Automation
A weekly cycle that fetches diesel prices, calculates rates, takes one-click approval, and notifies customers, saving 3 to 4 hours a week.
Lushpalm Quote-to-Invoice Automation
Structured quote generation, dynamic pricing, digital client approval, and split invoicing connected into one automated lifecycle.
IdeaSeat End-to-End Zoho Ecosystem
CRM, quoting, projects, finance, and analytics unified into a single source of truth, from lead capture to executive dashboard.
Eco Paving Lead-to-Cash Automation
The entire lifecycle rebuilt on Zoho across five milestones, from multi-channel lead capture and on-site estimating to crew scheduling and nine dashboards.
Symbiz Network Platform Migration
Two legacy systems retired and rebuilt across five Zoho products, with a 24/7 self-service member portal on Zoho Sites.
Keystone Order Scheduling Automation
Zone, region, and cutoff rules resolved inside Zoho CRM, with full-year schedule generation that renews itself every December.
Mountain Trails Secure Hosted Checkout
Manual payment handling replaced with PCI-compliant hosted payment pages on Zoho Billing, plus branded checkout and drop-off recovery.
MedPro Diagnostics Commerce Platform
Zoho Commerce, Sites, and Inventory delivered in three months, with Request A Quote automation and real-time inventory behind every product page.
25 Essential Zoho Automations for Businesses
25 key automations for B2B, B2C, or hybrid models, covering lead capture and response, nurturing and qualification, pipeline and deal management, service, and campaigns.
Get the free guide (PDF) →
Ultimate Guide on Analytics Dashboards for Businesses
How dashboards give a holistic view of key performance indicators, and which dashboard categories fit which departments.
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Analytics Dashboard Lookbook
A look at dashboards recently built by Erphub, including Web Engagement, Master Analytics, Sales Analytics, and Account Manager Performance.
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Five Things Your Business Should Automate
Five areas where routine work drains time, including lead nurturing, billing, and vendor payments, and what to do about each.
Get the free guide (PDF) →Ready to Automate Your Business?
Erphub is a Zoho Certified Advanced Partner that builds tailored automations inside the CRM you already run.
