ZCRMHelp · Zoho Advanced Solutions Provider

Chapter 4 · Who we are

What clients say, by name.

Their own words, the videos they recorded, and the case studies behind them.

Book a quick chat Case studies ↓
Testimonial card: “She and her team have been tremendous about cleaning up the CRM, to integrations, to helping me wrap my head around the Marketing Hub [Automation] piece of Zoho One.” — Carissa Zachary, Airlite Plastics

Read them big.

“She and her team have been tremendous about cleaning up the CRM, to integrations, to helping me wrap my head around the Marketing Hub [Automation] piece of Zoho One.” — Carissa Zachary, Airlite Plastics
“She and her team have been tremendous about cleaning up the CRM, to integrations, to helping me wrap my head around the Marketing Hub [Automation] piece of Zoho One.” — Carissa Zachary, Airlite Plastics
“I really depend on people like Cornerstone. It’s less stress on me.” — Pam Jimenez
“I really depend on people like Cornerstone. It’s less stress on me.” — Pam Jimenez
“Their whole process is very systematic.” — David Holladay
“Their whole process is very systematic.” — David Holladay
“Cornerstone’s efforts using the Zoho CRM Plus account was easily one of the smartest decisions I have made since starting my business 25 years ago!” — Michael James, CEO
“Cornerstone’s efforts using the Zoho CRM Plus account was easily one of the smartest decisions I have made since starting my business 25 years ago!” — Michael James, CEO
“She and her team are stellar.” — Carissa Zachary, Airlite Plastics
“She and her team are stellar.” — Carissa Zachary, Airlite Plastics
“Cornerstone is a company I will not hesitate to recommend to Zoho users.” — Peter Kaye
“Cornerstone is a company I will not hesitate to recommend to Zoho users.” — Peter Kaye
“We appreciate your suggestions for email marketing campaigns and your expertise in implementation.” — Genie Fuller
“We appreciate your suggestions for email marketing campaigns and your expertise in implementation.” — Genie Fuller
“I would highly recommend their services as a Zoho partner.” — Alicia Campos
“I would highly recommend their services as a Zoho partner.” — Alicia Campos

They said it on camera.

Full-length recorded testimonials from five clients, on our YouTube channel.

Nine case studies.

  • BILLYCLARK

    BILLYCLARK: streamlining recruitment with AI and Zoho CRM

    Resumes are read by AI into structured candidate records in Zoho CRM, with recruiters approving every change.

    Read →
  • IIS Benefits

    IIS Benefits: benefits management with Zoho CRM and DataPrep

    A clearer sales process and a repeatable member-import workflow built with Zoho DataPrep.

    Read →
  • Exectras

    Exectras: custom-building a membership platform on Zoho

    Zoho CRM connected to Deluxe’s First On Board, MDE and Blaze, the Corvia processor and Aperia’s PCI compliance system.

    Read →
  • SafeinHome

    SafeinHome: remote supports demo registration and execution

    100% of attendees signed confidentiality agreements before session access, through Zoho Forms, Sign, Flow and Backstage.

    Read →

  • Sarah O Jewelry

    Custom Design, Special Order and Case Sales pipelines synced with Lightspeed, Shopify and Klaviyo.

    Read →

  • Harbor Industries: unifying retail operations

    Four specialties on one Zoho ecosystem: CRM, Desk, Projects, Campaigns and Analytics.

    Read →

  • REVS: powering EV infrastructure sales and management

    Profit, grants and reimbursements tracked in Zoho CRM, with Forms, Campaigns, Zapier and Analytics.

    Read →

  • D3UC: centralized billing and automated profit calculations

    Invoicing, commissions and marketing visibility moved from spreadsheets into Zoho One.

    Case file (PDF) ↓

  • Entrust Health Group: prescription management in Zoho CRM

    A dedicated Prescription module, integrated with Liberty software, UPS tracking and address verification.

    Case file (PDF) ↓

PDF case files

Ask us why.

Tell us what you’re trying to get Zoho to do, and we’ll tell you which app, which setting, and why. The form goes straight into our own Zoho CRM, and a person answers it.

Book a quick chat

or call 713-661-5200 PO Box 270514, Houston, TX 77277-0514
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