Solar
A Swiss solar company wanted to automate every step from lead to rooftop installation.
- Quotes drafted in Word, 30 to 45 min of typing and formatting per request
- Project Manager data maintained in four separate modules, one mix-up froze the whole project
- Installation documents scattered across private OneDrive folders, nobody knew where
- When a Zoho Flow failed silently, the customer noticed it first
- Quotes generated via Document Merge from CRM in one click, pre-filled, done
- Pick the Project Manager once → CRM, Projects, WorkDrive and permissions all in sync
- Order trigger → team folder + "Montage Dokumente" sub-folder created automatically
- Flow error alerts reach the team, before the customer calls


