Overview

Devtac, a Philippines-based digital transformation firm and Zoho Premium Partner, faced growing operational complexity as the company scaled. Multiple disconnected tools were being used across sales, marketing, finance, HR, support, and collaboration—creating data silos, manual work, and inefficiencies.

By migrating fully to Zoho One, Devtac consolidated its core business systems into a single, integrated platform. This transformation enabled end-to-end visibility, automation across departments, and significant cost and productivity gains.

Key takeaways:

• Centralized operations under one platform
• Reduced costs by up to 50%
• Increased lead engagement and handling capacity
• Faster hiring, HR processing, and customer support workflows
• Improved productivity through automation and native integrations

Executive Summary

Devtac was founded in 2009 as a software development company focused on CRM solutions. Headquartered in the Philippines, the company has grown into a global business solutions provider helping organizations digitize their operations using Zoho’s 60+ applications.

With a team of 50+ employees, Devtac serves customers ranging from small businesses to multinational corporations. As both a Zoho Premium Partner and a growing organization, Devtac believed strongly in “drinking its own wine”—using Zoho internally to ensure deep product mastery and real-world implementation expertise.

Devtac is highly cloud-dependent, running its sales, finance, HR, recruitment, customer support, and collaboration entirely on Zoho One.

Problem Statement and Key Challenges

Before Zoho One, Devtac used multiple standalone applications to manage different business functions:

• Sales: SugarCRM
• Finance: QuickBooks Online
• Marketing: Inbox25
• Collaboration: Google Workspace
• Projects: Jira, Bitbucket, Confluence
• HR & Payroll: Manual, paper-based processes

This fragmented setup resulted in:

• Data silos across departments
• Heavy manual work and duplicate data entry
• Lack of real-time visibility
• Higher software and operational costs
• Slower response times in sales and support

These inefficiencies directly affected productivity, scalability, and customer experience.

“We had multiple systems that didn’t talk to each other. There was a lot of manual copy and redundant work between departments.” – Walter Garcia Jr, CTO

Evaluation of the Problem

Leveraging its own Zoho expertise, Devtac conducted an internal evaluation of its workflows across sales, marketing, finance, HR, recruitment, support, and collaboration.

The assessment revealed that the biggest gaps were:

• Lack of system integration
• Overreliance on manual processes
• Limited automation and reporting
• High operational costs due to multiple vendors

Devtac identified Zoho One as the best solution to unify all business functions under a single platform with native integrations and centralized data.

Proposed Solution

Devtac implemented Zoho One as its all-in-one business operating system, deploying the following applications:

Zoho CRM

Used to manage the complete lead-to-deal lifecycle, including:

• Lead capture from multiple channels
• Automated lead assignment (round-robin)
• Lead scoring and pipeline management
• Workflow automation and Blueprints
• Integration with Zoho Books, SalesIQ, Desk, and Mail

Zoho SalesIQ

Used for real-time website engagement and lead qualification:

• Proactive chat triggers
• Codeless chatbot for FAQs and lead qualification
• Seamless routing to CRM (sales) or Desk (support)

Zoho Desk

Implemented as the customer support platform:

• Omni-channel ticket management
• Automated ticket routing and prioritization
• Templates, SLAs, internal notes, and reporting

Zoho Books

Used for accounting and finance operations:

• Invoicing and payments
• Bank integrations
• Seamless sync with CRM for billing visibility

Zoho Recruit

Digitized the recruitment process:

• Job postings across 16+ job boards
• AI-powered candidate matching (Zia)
• Centralized candidate tracking and analytics

Zoho People

Implemented to fully digitize HR:

• Employee self-service portal
• Time and attendance tracking
• Leave and performance management
• Custom HR workflows

Zoho Workplace

Replaced Google Workspace:

• Zoho Mail & Trident
• Zoho Cliq for team communication
• Zoho WorkDrive for secure file collaboration
• Zoho Meeting and Zoho Connect

Implementation

The Zoho One migration was executed aggressively, with Devtac migrating all core systems in just one week. While the transition was complex and demanding, the team mitigated risks through phased adoption and continuous optimization.

Post-migration, Devtac focused on:

• Automation improvements
• Workflow refinements
• User adoption and training
• Cross-app integrations

This internal implementation also strengthened Devtac’s capability as a Zoho partner, enabling it to deliver better outcomes for its customers.

“Zoho One has completely changed the way we do work and run our company. It’s a complete operating system for our business.” – Walter Garcia Jr, CTO

Results

After fully adopting Zoho One, Devtac achieved measurable, organization-wide improvements:

Sales & Marketing

• Lead handling capacity increased from 10–20 to 30–50 daily queries using SalesIQ bots
• Faster lead response times through CRM automation
• Several hours saved per week through workflows and Blueprints

HR & Recruitment

• Recruitment effort reduced from 8 hours at job fairs to just minutes using Zoho Recruit
• Monthly leave and attendance processing time reduced by over 50% with Zoho People
• Improved HR accuracy and employee self-service adoption

Customer Support

• Faster ticket resolution and better organization with Zoho Desk
• Seamless routing between SalesIQ, CRM, and Desk

Collaboration & Cost Savings

• 50% cost reduction after switching from Google Workspace to Zoho Workplace
• Improved productivity through real-time collaboration and fewer tool switches