The main challenge Pruta faced was starting out as a two-person operation. The team was handling everything: running the business, managing all the administrative work, and at the same time providing personal service to clients. It was a huge amount of work that took a lot of time.
How Pruta Automated Marketing and Sales
with Zoho One
3+ Functions
Unified
Marketing, CRM, and communications consolidated under one Zoho platform.
2× Faster Lead
Conversion
Automated scheduling turns inquiries into consultations instantly.
100% Automated
Client Communication
From lecture invites to post-event follow-ups, all handled automatically.
The company
Pruta is a financial planning company that helps individuals and families get organized with their money. It explains financial and insurance concepts in simple, everyday language and provides clear, objective tools and simulators for comparison and decision-making. The focus is on making complex financial choices easy to understand, giving people clarity and control over their finances.
“We were receiving a lot of positive feedback from our lectures; people started approaching us for
one-on-one sessions. So, we decided to offer consultations services for a trial price initially, and, even without marketing, it became very successful! Soon enough, we couldn’t keep up with the demand while still working full time jobs, so we quit our jobs to focus on growing our business.”
The challenge
The main challenge Pruta faced was starting out as a two-person operation. The team was handling everything: running the business, managing all the administrative work, and at the same time providing personal service to clients. It was a huge amount of work that took a lot of time.
“We are growing,but it is still hard for us to hire more employees. This is why we decided to explore ways to automate certain tasks and improve our marketing and sales strategies to scale up. Our goal is to rely more on technology and make only essential hires,with people mainly focused on consultations and lectures.“
The approach
Researching the business automation market brought them to Zoho because it fulfilled all their
automation needs while being compatible with the native language – Hebrew. Pruta’s content and
clients’ information are all in Hebrew, so they needed a system that supported it.
Customerization recognized Pruta’s need to rapidly automate its marketing, lead intake and lead to sale conversion processes. It took Pruta over a year to figure out their business processes before even starting to think of automation, therefore the Customerization expert worked in close collaboration with Pruta’s team to first listen and understand and only then configure the system and suggest enhancements.
The Solution
Customerization offered a confident project delivery plan with clearly defined deliverables, milestones, and timelines. With theend-to-end implementation of Zoho CRM, Pruta can automate its most important processes, including:
Customerization offered a confident project delivery plan with clearly defined deliverables, milestones, and timelines. With theend-to-end implementation of Zoho CRM, Pruta can automate its most important processes, including:
1
Automating the service sign-up process and converting leads into clients by having them directly and immediately schedule consultation meetings in one central calendar.
Streamlined Client Conversion Through Automated Scheduling
2
Connecting with hundreds of clients at once, sending them lecture summaries, as well as keeping them informed about upcoming lectures.
Client Communications at Scale
3
Automating every aspect of upcoming campaigns and webinars from start to finish, including sending newsletters, sign up forms, approval for sig n ups, reminders, and lecture summaries.
Fully Automated Marketing Campaign and Webinar Management
“We basically built a system that automates our key processes, including scheduling meetings with leads. In the past it was difficult to coordinate a call with a lead, but now we send an automated email with a link to our calendar, allowing them to select a time that suits them. If the lead doesn’t schedule a call, wesenda follow-up email after a few days. It‘s a dream come true for me and has improved our lead management.”
The wins
With Zoho marketing Automation and CRM integration Pruta was able to not only convert prospective clients into paid clients but also retain them through automated marketing processes while saving time and money.
- 1. Seamless Lead-to-Consultation Conversion
With Zoho CRM automating appointment scheduling, new leads can instantly book consultations without back-and-forth emails. The result: faster response times, higher conversion rates, and a smoother client onboarding experience. - 2. Time Savings Through Complete Workflow AutomationAutomated workflows now handle every stage of Pruta’s marketing and event management — from registration and reminders to post-lecture follow-ups. What once required hours of manual coordination is now completed automatically, freeing the team to focus on client service and business growth.
- 3. Scalable Client CommunicationUsing Zoho Campaigns, Pruta can now connect with hundreds of clients at once — sharing lecture summaries, updates, and newsletter communication with personalized touches that keep clients informed and engaged.
- 4. Unified System for Smarter DecisionsAll client interactions, communications, and marketing data now live in one place, giving Pruta a clear, real-time view of their business performance and customer journey.
- 5. Built for Future GrowthWith automation handling the day-to-day processes, Pruta has the structure and scalability to grow strategically expanding services, adding new team members, and launching more lectures and campaigns with confidence.
“We had a big promotion campaign, 600 registrations, confirmations and reminders, a summary campaign and post-webinar registration which created on engagement of its own.
The system had been working even when we were sleeping.
New leads are coming and we definitely have a higher return on our actions (investments of time and effort) as we used to have.
Thank you Customerization team for making all this real for our small business!”
– Gideon and Ira
Zoho CRM is the perfect, simple, and fast solution for businesses who are looking to automate their marketing processes, saving them time and money while upselling existing clients and converting prospective clients into paid clients.
about customerization
Customerization helps growing companies turn complex operations into connected, automated systems. As an award-winning Zoho implementation Partner, Customerization specializes in CRM and business process automation that blends strategic consulting with hands-on delivery. From education sector to NFP and beyond, our project-based Zoho implementation model eliminates the hidden costs and complexity of traditional SaaS customization.
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