Mclennan Steege Smith Property Valuations
The Problem: Operational drag accumulated into time the team couldn't spend on valuations.
McSS were running their property valuations business across a balance of emails, spreadsheets and inefficient processes. The cost wasn't visible day-to-day - it was just how the work got done - but the operational drag accumulated into time the team couldn't spend on actual valuations and client work.
Going straight to a heavyweight CRM would have brought a different problem: cost and complexity that the business hadn't yet earned.
The Approach: Zoho Bigin sized to the business now, with a clear path into full Zoho CRM later.
We implemented a fit-for-purpose Zoho Bigin solution to manage client intake and lead generation handling. Bigin sits at the entry point of Zoho's CRM ecosystem - built for businesses that need real CRM capability without yet needing the full Zoho CRM weight. The implementation focused on the workflows that mattered most: where leads come from, how they get qualified, and how they move through to client engagement.
The Outcome: Client intake through structured CRM, not email threads and spreadsheets.
McSS now run client intake and lead generation through a structured CRM rather than email threads and spreadsheets.
The Bigin choice means they get real CRM functionality at a price point matched to where the business is now, with a clear upgrade path into Zoho CRM as the operation grows. The platform fits the business rather than the business bending around the platform.
A Zoho CRM implementation starting with the basics. McSS were balancing emails, spreadsheets, and a number of inefficient processes. We implemented a fit-for-purpose Zoho Bigin Solution to manage client intake and lead generation handling. This will allow them to grow into the software without overburdening the business with additional costs and complexity.