Client story · ISO consulting
rstarglobal.com ↗From website enquiry to signed ISO project, without re-typing a thing
R Star Global is a US-based ISO certification consultancy. We connected their website, pricing, e-signature and project delivery so that an enquiry flows straight through to a signed agreement and a ready-made project plan.
ISO consulting
Industry
USA
Country
Zoho CRM + Creator
Platform
What we delivered
A connected sales-to-delivery pipeline
Website forms into CRM
Contact, assessment and estimator forms create or update CRM leads with de-duplication, UTM tracking and spam protection.
Lead & deal blueprints
Guided qualification and an ISO deal journey from Signed to Project Started to Project Completed.
Pricing tool
A Zoho Creator estimator built from R Star's price schedules, opened straight from the CRM record.
Self-booked calls
Prospects book their own qualification call on a branded booking page with Zoho Meeting.
Agreements by e-signature
The consultancy agreement is generated and sent through Zoho Sign; signing converts the lead to a deal.
Projects on autopilot
A signed deal creates a Zoho Projects plan from the ISO implementation template, phases and tasks included.
CRM
Creator
Sign
Projects
Bookings
MeetingProcess overview
How the solution runs, end to end
A simplified view of the workflow we built. Field-level rules, internal data and client-specific logic are kept confidential.
- 01Enquiry
A website form creates a CRM lead and sends an acknowledgement.
- 02Qualify
The lead blueprint assigns an owner and sends a booking link.
- 03Call
The prospect self-books a qualification call.
- 04Estimate
The rep opens the Creator pricing tool from CRM.
- 05Sign
The agreement is generated and sent for e-signature.
- 06Convert
On signing, the lead becomes a deal at the Signed stage.
- 07Deliver
A project is auto-created from the ISO template and tracked to completion.
Detailed blueprint shared with the client only
Integrations
Systems we connected
Every line below is a live data connection set up as part of the project.
Cloudflare WorkerCloudflare WorkerZoho CRMZoho CRMZoho CreatorZoho SignZoho CRMZoho CRMZoho ProjectsResults
Where it landed
Verified reviews
From our Zoho projects
“Working with the team has been a genuinely positive experience. Highly professional, deeply knowledgeable, and consistently strong on the technical side. Throughout the project they were exceptionally responsive — especially in moments that required immediate attention — and always handled tasks with reliability and calm confidence. Clear communication, a proactive attitude, and real dedication. A pleasure to collaborate with, and someone I would gladly recommend.”
“I had the great opportunity to work with the team on a Zoho Desk and Facebook integration project. Highly skilled, responsive, and truly dedicated to achieving results — went above and beyond, even working late hours when needed, to ensure the project's success. I highly recommend them to anyone looking for a reliable and talented specialist.”
“It was really great working with the team! They could create really good systems on Zoho and mend them to your liking.”
“The best — delivered the job very fast. I recommend them for any Zoho jobs.”
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