Illustrado is a fast-growing branding and content creation agency serving businesses across different sectors. As their client base and service offerings expanded, they needed a centralized, automated, and scalable CRM to manage leads, streamline workflows, and improve customer engagement.
To achieve this, Illustrado partnered with AGN IT Services LLC for a complete Zoho CRM implementation and automation setup.
Before adopting Zoho CRM, Illustrado faced several operational hurdles:
1. No Centralized Lead Management
Customer information was scattered across emails, spreadsheets, WhatsApp, and Monday.com, leading to delays, confusion, and missed opportunities.
2. No Proper Sales Pipelines
The company required two separate pipelines—Branding and Content Creation—but their existing CRM lacked structure and visibility.
3. Manual Follow-ups & Repetitive Work
Teams spent too much time sending reminders, emails, and updating client stages manually.
4. Poor Task Accountability
There was no tracking system for who was responsible for which lead or project task.
5. Lack of Automated Workflows
Existing automation was broken, leading to inconsistent follow-up cycles and delays in client onboarding.
6. No Communication Integrations
WhatsApp, telephony, Zoom, and email tools were not integrated with the CRM, resulting in scattered communications.
7. Difficulty Tracking Client Progress
Without dashboards or reporting, decision-making was slow and heavily dependent on manual updates.
AGN implemented a fully customized Zoho CRM ecosystem designed around Illustrado’s internal processes.
AGN structured the entire CRM with customized fields, modules, and layouts tailored for Illustrado’s branding and content services.
This included:
AGN created two structured pipelines, each with 5–6 clearly defined stages:
These pipelines gave Illustrado end-to-end visibility from lead acquisition to project delivery.
AGN built smart automation to eliminate manual tasks, including:
This ensured no lead or task slipped through the cracks.
AGN integrated:
WhatsApp (via Gallabox)
Key benefits included instant message tracking, templated WhatsApp replies, and automated onboarding sequences.
Over 200+ client records were cleaned, structured, and migrated from Monday CRM into Zoho CRM without data loss.
AGN built a 6-step automated onboarding journey, triggered after a client makes payment.
The workflow included:
AGN created custom dashboards to give management complete visibility of:
AGN provided:
This ensured Illustrado’s team quickly adapted to the new system.
Centralized database for all customers
✔ 60% faster lead follow-up cycle
✔ Automated sales pipelines for branding & content services
✔ Better team accountability with assigned tasks and reminders
✔ Real-time visibility through dashboards
✔ Improved communication via WhatsApp & telephony integrations
✔ Time savings through automated workflows
✔ A scalable CRM ready to grow as the company expands
The Zoho CRM implementation by AGN IT Services LLC helped Illustrado transform its operational structure, automate key workflows, and enhance customer management.
The company now runs a fully optimized CRM ecosystem that supports growth, efficiency, and better client experiences—setting a solid foundation for future expansion.
AGN IT Services LLC is IT services provider since 2003. Leading partner of Microsoft, AWS, ZOHO, Odoo. Complete End to End cloud technology, IT Solutions and IT Support.
Copyright Ⓒ 2025 “AGN IT Service LLC ” All rights reserved
AGN IT Services LLC is IT services provider since 2003. Leading partner of Microsoft, AWS, ZOHO, Odoo. Complete End to End cloud technology, IT Solutions and IT Support.
Copyright Ⓒ 2025 “AGN IT Service LLC ” All rights reserved
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