Case Study | All Hours Mechanical

Connected field operations to CRM visibility.

Foundari reworked All Hours Mechanical’s sales workflows, CRM architecture, and BuildOps-to-Zoho connection so sales, account, dispatch, commission, and conversion data could operate from a clearer shared system.

industry

Commercial HVAC

company size

~$4M Annual Run Rate

systems used

Zoho CRM, BuildOps, Google Workspace

engagement type

Systems, Integration & Automation

location

Ohio Regional Markets

Operating Context

 A commercial HVAC company with multi-market operations needed its CRM to reflect how business development, account management, field-service activity, and reporting actually worked.

what was getting in the way

The issue was not simply CRM cleanup. The CRM was carrying the wrong operating logic for how the company sold, assigned accounts, managed follow-up, and connected field-service data back to sales visibility.

challenges
  • Zoho CRM was structured around the wrong modules and workflows.
  • BuildOps and Zoho needed a clearer connection strategy.
  • Lead generation, account management, and commission visibility lacked a reliable operating layer.
  • Leadership needed a cleaner path to sales conversion and reporting visibility.

What We Did

what foundari changed

Foundari started by re-engineering the business development, lead generation, and sales workflows inside Zoho CRM. The work moved beyond cleanup into operational architecture: documenting how sales should flow, defining the right CRM modules, and creating the custom workflows and supporting software needed to make CRM data usable for leadership and account teams.



solutions
  • Rebuilt Zoho CRM sales architecture.
  • Documented business development and sales workflows.
  • Created custom modules and workflows.
  • Built RTU Lead Generator.
  • Built BuildOps Sync Application and API documentation.

The Outcome

Field-service, sales, and account data moved from manual exports and disconnected workflows toward a clearer shared operating layer with reusable sync and lead-generation assets.

CRM architecture rebuilt.

Sales workflows, modules, and reporting paths restructured around the way the team actually sells.

Field-service data connection designed.

Custom application and API documentation created to connect field-service data with Zoho CRM.

Lead-generation and sync app created.

Reusable custom lead-generation asset built with Google Places API support


the operational shift

Area of Focus

Before

After

Timeframe

CRM architecture
Lead management used the wrong modules and workflows for business development and sales.
Zoho CRM was restructured around account management, lead generation, sales workflow, commissions, and conversion visibility.
Project engagement
Field-service data connection
BuildOps and Zoho CRM lacked a reliable connection strategy.
BuildOps sync architecture, custom application work, and API documentation created for CRM visibility.
Build phase
Lead generation support
Sales activity relied on manual research and inconsistent CRM preparation.
RTU Lead Generator created to support reusable lead-generation and CRM workflows.
Project engagement
Management visibility
Commissions, account activity, and conversion reporting were difficult to see clearly.
CRM architecture created a clearer path for commissions, account activity, and conversion reporting.
Project engagement
Performance claims requiring additional proof are intentionally excluded. This case study focuses on confirmed system architecture, workflow, and integration deliverables.

Need clarity in your operating system?

Is your commercial HVAC company dealing with disconnected field-service data, CRM visibility gaps, or sales workflows that no longer match how the business operates?