Aug 13

Administration Kleiner optimizes their daily management with Zoho Desk and Zoho CRM

Implementation, consulting and support in Zoho Desk and Zoho CRM.

Administración-Kleiner-logo

Real estate.
Company: Kleiner Administration began in 1984 and they became 10 people today. They main activities are divided into Real Estate (Property commercialization) and Property administration (50 buildings currently).

“Every day we find a new functionality that improves our work” (Carlos Kleiner. Founding partner)

CHALLENGE

Optimized management

Their main objective is to provide an efficient service by responding to queries and complaints that come up every day. They maintain relationships with building owners and people who live there.

In addition, they are in charge of the payments to be made, unions and suppliers to be hired. Therefore, the large number of needs that have to be satisfied makes them need a system for management control.

Therefore, they had to put aside the annotations on paper so that no need was left unattended.

STRATEGY AND SOLUTION

Development of management through Zoho Desk and Zoho CRM.

Before contacting Etixen, Carlos says that they searched Google for several years without success in finding systems that fully meet their needs. From excel to contracted systems. Because Kleiner Administration performs a large amount of operational work, which involves areas such as administration, accounting, banking, legal, engineering, among others.

The process was gradual. The client indicated the need for the partners to work on the system first, and then transfer it to the other people in the company.

Nowadays, they have the possibility of always providing attention to their clients (either for inquiries or claims) from anywhere, in an orderly manner and without making mistakes.

Why did you choose Zoho?

“Zoho has the tools to advance towards integrality. With only one system we can develop everything … We can grow, our organization can scale  and the system can continue growing with us” (Carlos Kleiner)

Why did you choose Etixen?

Being a small company, they found that for solution providers their needs and their economic possibility was difficult to understand, so with Etixen they found someone who can listen to them and ensure that they improve their process.

“At Etixen we found a receiver to work with who could understand what was needed / asked for and develop it. Although the product already exists by Zoho, obviously it had to be modified to what we needed. That process was carried out with Etixen” (Federico Kleiner).

RESULTS

Optimization of time and resources.

  1. Resolution of daily tasks in an agile way and without forgetting.
  2. Lower daily operational workload.
  3. Great acceptance by employees. They permanently find benefits and new functionalities in the tool that improve their work.
  4. Possibility of providing support from anywhere.

“The Zoho system is very user friendly, it is not difficult to work in the system. Not all ticket systems are friendly. Zoho neither on their screens nor in their reports is difficult”. (Carlos Kleiner)

Nowadays

Tools to deal with remote work.

Carlos explains that they felt fully prepared to face it, but that they had already checked it before.

“Its usefulness was proven when the staff started going on vacation. The staff continued to need to be contacted and through Zoho Desk mobile application they had the possibility to answer whatever the clients needed ”(Carlos Kleiner)

This success story is also a case where Etixen ensure control of expenses, segment projects by stages and steps and provide different ways to do it according to the client needs. At Etixen we make cloud solutions for you.