
US Construction & Property Operations Group ERP Implementation
A US-based property development and construction firm ran CRM, accounting, and project management in three separate tools - with HR and procurement on spreadsheets - and leadership could not see profit-and-loss per project in real time.

Client
US-Based Construction & Property Operations Group
Industry
Construction
Service
ERP Implementation
Stack
Zoho Creator, Zoho One, Deluge
Challenge
“A US-based property development and construction firm ran CRM, accounting, and project management in three separate tools - with HR and procurement on spreadsheets - and leadership could not see profit-and-loss per project in real time.”



Build
We built a unified Zoho Creator management platform bringing CRM, QS estimating, project management (Gantt, scheduling, daily progress, Kanban), accounting, HR, procurement, logistics, and API integrations into a single source of truth.
Outcome
Per-project P&L leadership trusts, resource scheduling and material allocation in one place, and AMEX-to-GL bulk reconciliation that used to take days.
Deliverables
What the system does — functionality shipped.
- CRM
- QS estimating, project management, accounting
- HR, procurement, logistics unified on one platform
- per-project profit-and-loss leadership trusts
- Gantt-based resource scheduling and material allocation
- AMEX-to-GL bulk reconciliation
- full daily progress tracking with media attachments
- API tokens for external system integration
Technologies
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