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In this detailed customer testimonial, Edward Katona from Research Services Bureau shares how his organization transformed complex, compliance-heavy workflows using @Zoho_Creator and Zoho CRM, implemented by Office Hub Tech. Research Services Bureau supports the insurance industry by collecting sensitive documents related to death claims, often involving U.S. citizens abroad. Their work requires strict compliance with PII, HIPAA, and SOC standards—while managing hundreds of follow-ups, documents, approvals, and client communications. In this video, Edward explains: • Why off-the-shelf CRMs and large ERP systems failed their use case • How a custom Zoho Creator application replaced spreadsheets, emails, and legacy systems • How a secure client portal enabled self-service data entry and real-time transparency • The impact of automation, dashboards, and stage-based workflows on productivity • Why Zoho’s low-code platform helped a small, niche firm compete with confidence This is a real-world example of how custom CRM + automation can simplify complex operations without over-engineering or unnecessary costs. 👉 Thinking about building a custom CRM or client portal with @Zoho Creator? Book a free consultation with Office Hub Tech: https://calendly.com/officehubtech Visit: https://www.officehubtech.com Email: sam@officehubtech.com Call: (407) 743-4854 Add: 2480 Cherry Laurel Dr, STE# 179, Sanford, FL-32771 Our Social Presence: / 61557939612512 / officehubtech / office-hub-tech-llc https://x.com/ZohoRPAExperts #ZohoCreator #ZohoCRM #CustomerTestimonial #CaseStudy #CustomCRM #ClientPortal #WorkflowAutomation #LowCode #BusinessProcessAutomation #ComplianceTech #InsuranceServices #OfficeHubTech #DigitalTransformation