CRM Case Studies
Real Businesses, Measurable Results
A selection of the SMEs we've helped turn CRM from an admin burden into a genuine growth engine - with the numbers to prove it.
From Shelfware to Sales Engine: IFG's Zoho CRM, Reimagined
IFG needed a Zoho CRM that could help their teams win and retain high-value service contracts with UK schools, public and private. An earlier build by an external contractor fell short - poorly aligned to the business and clunky to use, so adoption stalled. ZED was brought in to redesign it from the ground up, delivering a solution that handles complex sales and retention processes with ease, and flexes and scales as IFG grows. The result speaks for itself: ZED has since been retained to provide ongoing, cost-effective managed services.
Outcomes across multiple business sectors.
Real results from real businesses - see how teams like yours transformed the way they work with the right CRM.
Cahill
A Zoho operation, integrated with Simpro, built around how the team works.
What we did
Cahill ran their entire sales and installation operation on monday.com. We partnered with their leadership to build something far more powerful: a fully automated Zoho solution, seamlessly integrated with their job management system, Simpro. The result? Less admin, sharper productivity, and sales and operations finally working as one.
David and the team are extremely knowledgeable and experts in their area of work. They helped us build and move CRM systems which has saved our team time massively in their day to day tasks. Cannot recommend enough!
Baker & Associates
Fully automated project management - 200+ hours per month saved
What we did
We built an integrated project management system on monday.com to streamline Baker & Associates' complex architectural workflow. The solution centralises tasks, timelines and resources, with seamless time tracking via Clockify and financial visibility through Xero. Shared project boards keep clients aligned in real time - and by automating repetitive processes, the team now saves over 200 hours monthly.
We've had a fantastic experience working with zedConsulting on our bespoke monday.com platform. From the outset they took the time to really understand our requirements, and the result fits our needs perfectly. What stands out is how proactive and responsive they have been throughout - genuinely invested in giving us a solution that works seamlessly for our business. Highly recommended.
Precision Extensions
Zoho, Asana and Xero, integrated into one seamless flow from sale to invoice.
What we did
Precision Extensions had been running their sales and delivery operation on ArkFlux, an archaic legacy system propped up by a patchwork of spreadsheets and ad-hoc office tools. We replaced it with a fully integrated Zoho solution, connecting Zoho's modules with Asana for project delivery and Xero for financial operations. The result? One seamless flow from sale to project to invoice, with less duplication, tighter control, and every team working from a single source of truth.
Their attention to detail, responsiveness, and understanding of exactly what we needed for our project were outstanding. They delivered everything to a high standard and made the entire process straightforward and stress-free. I'd highly recommend them to any business considering their services - a reliable, professional team that truly adds value.
National Security Inspectorate
Comprehensive CRM system with 100+ fully automated components
What we did
We transformed NSI's standard monday CRM into a fully customised operating system built around their exact commercial and operational needs. Our team engineered a bespoke CRM layer powered by 100+ automation workflows to accelerate sales, streamline processes and surface real-time insights through dynamic executive dashboards.
We partnered with zedConsulting to enhance our efficiency and elevate the quality of our customer experience. Their team quickly grasped the complexities of our environment and played a key role in unlocking process potential. Their expertise and support have been outstanding - enabling us not only to meet our goals but to surpass them.
Impact Food Group
A Zoho CRM built to win and retain high-value public sector contracts.
What we did
IFG had a Zoho CRM solution built to help their teams win and retain high-value service contracts with UK schools, public and private. But the system, delivered by an external contractor, missed the mark: poorly aligned to the business and clunky to use, it saw very low adoption. We were brought in to completely redesign it, delivering a solution that supports a range of complex sales and retention processes, was easier to use, and simpler to flex and scale. Since delivery, ZED has been retained to provide ongoing, cost-effective managed services.
Great company. Very knowledgeable in all things Zoho CRM. Very friendly and easy to work with.
Alma Risk
Unified Work Management automation - 150+ hours saved monthly
What we did
We elevated Alma Risk's operations by creating a unified monday Work Management system that automates their most time-consuming workflows - from timesheet processing to contractor coordination and beyond. With streamlined processes and intuitive interfaces, Alma Risk now saves over 150 person-hours every month and has unlocked the capacity to take on more clients, more projects and more growth.
We have greatly benefited from zedConsulting's work. They have assisted us in refining our sales and operational processes. David and his team have been a pleasure to work with. We will definitely work with them again and again.
Social Enterprise Scotland
A single Zoho platform to grow membership, run events, and manage it all in one place.
What we did
SES is the national membership body representing and supporting Scotland's social enterprise sector. We delivered a robust, scalable solution built on Zoho CRM and related modules - streamlining membership sales, registrations and renewals, recruitment and onboarding, event management and member communications. Fully integrated with their website, online sales channel, Eventbrite and Xero, the solution automated manual processes, unified member data in a single source of truth, and gave the team the visibility to grow membership with confidence.
ZED has been a great partner in our CRM development. Their in-depth knowledge of the product and solutions-based approach helped us build the best possible system to meet our needs. They have been consistently responsive, taking the time to explain complex concepts in a way that is easy for non-technical team members to understand. Overall, they have been incredibly supportive throughout the entire process.
ISI Global
AI-powered project management system with custom interfaces
What we did
ISI Global delivers hundreds of projects every month for major UK retailers. We designed and built a fully customised project management platform on monday.com - complete with end-to-end workflows, tailored forms, AI-powered automations using monday's native AI, and bespoke interfaces crafted with monday Vibe. The result is a purpose-built system that mirrors their exact operations and lets teams deliver every project with greater speed, clarity and scalability.
zedConsulting provided excellent support to ISI Global during the implementation of monday.com. David and Khurram are a pleasure to work with, demonstrated a clear understanding of our needs, and ensured the set-up was smooth and effective. Super collaborative.
PillTime
Zoho, rebuilt for speed: automating PillTime's online sales.
What we did
PillTime is an NHS-registered online pharmacy that delivers treatments straight to patients' doors across England. They were already running on Zoho when they brought ZED in - but their weight-loss approval process, buried in clunky Zoho Forms, was slowing the team down. We re-engineered both Zoho Forms and Zoho CRM to power seamless management of new orders and reorders, then built and integrated a dedicated customer portal - turning a manual bottleneck into a connected, end-to-end workflow from submission to fulfilment.
First rodeo with Zed Consulting has been a pleasure. From a non-tech perspective they understood requirements and fed them back to us prior to starting developing, and allowed for changes throughout the process with suggestions on how to improve. They worked well with our team and gave us the confidence to embark on a bigger piece of work. Long may this continue.
Anna Fiorentini Performing Arts
From static records to a fully automated student enrolment engine.
What we did
AFPA is a London-based performing arts school offering singing, dancing and acting classes for children and adults, along with a talent agency and charitable foundation. We transformed their Zoho CRM from a static record-keeping tool into a fully automated engine managing course scheduling, class capacity and registrations end-to-end - integrated with their website for online enrolment, Twilio for automated SMS, and GoCardless for one-click Direct Debit mandates - delivering a hands-off enrolment and payment journey that scales as AFPA grows.
We have been working with Zed Consulting for the past 18 months and have been incredibly impressed. As a business we are far from straightforward, operating both an adult training company and a children's performing arts school. Despite the complexity, the entire team have been exceptionally patient, professional and supportive. They take the time to listen, offer valuable ideas, and work collaboratively to find the best approach. I would highly recommend Zed Consulting to any organisation looking for knowledgeable, responsive and genuinely caring CRM specialists.
Trusted by SME leaders across the UK.
Don't just take our word for it. Here's what the people who've worked with us have to say.
"We've had a fantastic experience working with zedConsulting on our bespoke monday.com platform. From the outset they took the time to really understand our requirements, and the result fits our needs perfectly. What stands out is how proactive and responsive they have been throughout."
"We partnered with zedConsulting to improve our efficiency and elevate our customer experience. Their team quickly grasped the complexities of our environment and were key to unlocking process potential. Their support has been outstanding - enabling us not just to meet our goals but to surpass them."
"We have greatly benefited from zedConsulting's work, refining our sales and operational processes. David and his team have been a pleasure to work with. We will definitely work with them again and again."
"zedConsulting provided excellent support during our monday.com implementation. They demonstrated a clear understanding of our needs and ensured the set-up was smooth and effective. A pleasure to work with - super collaborative."
"zedConsulting have shown great honesty and value for money from day one. It has been a great experience developing our CRM system with them - professional, methodical and patient as we navigated the journey. We look forward to future projects together."
"The team are extremely knowledgeable and experts in their field. They helped us build and move CRM systems, which has saved our team a huge amount of time day to day. Cannot recommend them enough!"
"Their attention to detail, responsiveness, and understanding of exactly what we needed were outstanding. They delivered everything to a high standard and made the entire process straightforward and stress-free."
"zedConsulting has been a great partner in our CRM development. Their in-depth knowledge and solutions-based approach helped us build the best possible system, explaining complex concepts in a way non-technical team members can understand."
"Working with zedConsulting has been a pleasure. Their in-depth knowledge of business software, functions and processes meant they quickly understood our needs and put together a plan that helped us achieve our goals."
"David went above and beyond. His detailed and structured approach enables me to herd the sales cats. I will definitely look to remain in contact with David as our requirements develop."
"zedConsulting advised on the implementation of our Zoho CRM and Zoho Analytics solution. They demonstrated a high level of expertise, flexibility to adapt the system to our exact needs, and were highly responsive. I would highly recommend them."
"zedConsulting have been instrumental in helping implement CRM in a way that serves our business needs. They helped us solve every problem along the way. We will continue to retain their services as we grow and develop our CRM."
"Great company. Very knowledgeable in all things Zoho CRM. Very friendly and easy to work with."
"First rodeo with zedConsulting has been a pleasure. From a non-tech perspective they understood our requirements and fed them back to us before developing. They worked well with our team and gave us the confidence to embark on a bigger piece of work."