Get started now
Get started now

Revolutionizing Healthcare: Dr. Jones Unveils the Transformative Power of Zoho

Executive Summary

Dr. Jones, a distinguished practitioner in functional medicine, operates two clinics in Denver, Colorado. Beyond his medical expertise, he stands out as a proficient Zoho Guru, showcasing a unique blend of medical knowledge and tech skills. Driven by his commitment to treating the origin of pathology, he has leveraged Zoho's capabilities to elevate his clinics' efficiency and effectiveness. This case study delves into the integration of Zoho in Dr. Jones's clinics, demonstrating its transformative impact on medical practice.


Dr. Jones's journey with Zoho began as a quest for automation and customization. His dual role as a doctor and a Zoho Guru allowed him to delve into creating automations, webhooks, and workflows. This blend of medical and technological expertise laid the foundation for optimizing his clinics' operations. The term "functional medicine" encapsulates the specialized services offered, focusing on addressing the root causes of pathology before they manifest as diseases. Being in the healthcare industry means having access to unlimited data. And not effectively managing that data is a recipe for disaster. Colorado Medical Solutions acknowledged this issue within their organization and realized they needed to solve it.

The Business

Founded by Dr. Jones, DC, Colorado Medical Solutions is a modern clinical practice located in Colorado, Denver. As the name suggests, CMS emphasizes providing clients with medical solutions to improve their overall health by identifying symptoms that often go unnoticed. The organization offers a wide range of services where they operate at the intersection of medical care and technological innovation. The integration of Zoho into the daily workflow has become integral to the business, influencing patient acquisition, data management, and overall operational efficiency. Zoho CRM serves as the central hub for managing patient information, bookings, and the interconnected aspects of the clinics' functioning.

The Challenge

Colorado Medical Solutions used two different systems at the time, namely CRM and EMR, to manage the practice. They realized both systems were similar in their activities and only needed customization to fill in specific gaps.

In the realm of medical practice, the challenge lies in seamlessly merging medical records with customer relationship management (CRM). Dr. Jones recognized the gap and sought a solution to integrate both systems effectively, avoiding the loss of valuable automation and marketing insights.

Managing clients and administration in healthcare practices poses considerable challenges. The task of accessing and communicating customer and prospect data efficiently across the organization can place a significant burden on resources, time, and energy.

Finding a Solution

Dr. Jones started seeking an umbrella solution that would allow them to carry out all the tasks under the same roof. After coming across various CRM models such as Salesforce, Colorado Medical Solutions chose Zoho for their business.

Dr. Jones's proactive approach involved tackling the challenge step by step. Learning Zoho CRM customization and working with Amazing Business Results provided the necessary training and tools to bridge the gap between medical practice and CRM functionality. By systematically addressing each aspect, Dr. Jones discovered the interconnected nature of Zoho's capabilities, realizing its potential as a transformative tool for his clinics.

They wanted a highly-customizable CRM to manage their end-to-end customer lifecycle in a much more productive manner. CMS has also previously worked with another company to learn more about CRM. However, their experience with them hadn't been great, so they shifted toward Zoho. Dr. Jones described working with us as the bridge to connect CRM and EMR for his organization.

Implementation and Results

The system has done wonders! It hasn't only decreased the usage of time, energy, and resources but has also improved the communication channels throughout the organization at every touchpoint. The customer's life cycles stages are now all under the safe roof - making the workflow smoother and more efficient.

Due to better and more effective customer data management, Colorado Medical Solutions is now looking forward to the expansion. According to Dr. Jones, "The benefit of having everything under one umbrella or one roof is that you can efficiently use your time and resources for expansion. So I am expanding now by involving Zoho from the very beginning."

The amazing process involves directing new patients to a form, seamlessly integrating their information into the Zoho CRM. With Dr. Jones meticulously managing bookings and storing all relevant data within the CRM, Zoho has become the visual backbone of his clinics, enabling a holistic view of daily operations. The results are evident in the enhanced efficiency and data-driven decision-making.

What would you say publicly about Zoho?

Zoho offers a transformative experience for medical professionals. Dr. Jones believes that Zoho has the potential to take his medical practice to a whole new level, providing a comprehensive solution that enhances many aspects.

Dr. Jones believes that medical doctors don't want to use two systems, so they are just stuck with the EMR, which is not a CRM, so they're losing all the automation and marketing data which is huge damage to the business.

In conclusion, Dr. Jones's journey exemplifies the symbiosis between medical expertise and technological acumen, highlighting the profound impact Zoho can have on optimizing and revolutionizing businesses.

Partner Bio:

Lior Izik, owner and founder of Amazing Business Results, is a Zoho Premium Partner, a Certified Zoho Developer and a Zoho Apps Trainer who knows the system inside and out.

For over 15 years, he’s built hundreds of CRM systems for his clients to help them automate their processes, save money and manage their businesses with less stress.

When you work with Lior, you get his business skill set and a Zoho Partner who can help you find the best software solution to manage and grow your business successfully.

Amazing Business Results Offers:

  • Zoho apps customization and architecture for small to mid-size businesses
  • Zoho training sessions
  • Weekly interactive webinars to answer clients’ questions
  • Updates on Zoho’s new features and services
  • A YouTube channel with hundreds of videos related to Zoho and its features.

With Amazing Business Results as your Zoho consultant partner, you get the most out of Zoho and the confidence of working with someone who can answer all your questions and find solutions to your business problem.

Looking to automate your business and have the best CRM in the world? Searching for a partner to take you to the next level? Click on the button below and connect with us today!

Contact Us