I just love how simple it is. It's simple to set up, it's easier to integrate, and this is from a person who doesn't code.

Kylie D'Costa, Owner, White River Design

Kylie D'Costa

Use cases: Sales and client management

Industry: Design Services

Team size: 1-10 employees

Product feature: Zoho CRM integration, Zoho Sites integration

The company

White River Design, led by Kylie D'Costa, is a creative agency based in Australia that specializes in helping clients build strong brand identities. From brand strategy to graphic design and website development, D'Costa and her team deliver tailored solutions to ensure every client feels supported and inspired.

The challenge

Lost in endless email loops

For White River Design, each inquiry set off a cycle of indefinite emails, disrupting workflows and consuming valuable hours. This inefficiency not only strained internal resources but also created unnecessary friction for clients, making the scheduling process cumbersome and time-consuming.

The solution

Streamlining client conversations

"For us, everything starts with Zoho Bookings,"

— D'Costa shared

When a potential client reaches out, White River Design relies on Zoho Bookings to manage a structured series of conversations. This helps the team ensure that the agency and the client are a good match.

What makes Zoho Bookings indispensable for D'Costa is its seamless integration with Zoho CRM. “We can see when our appointments are scheduled, follow-ups that need to happen, and all the tasks that come out of those meetings,” she explained.

This streamlined flow of information allows her team to focus on what truly matters—helping clients achieve their branding goals without getting bogged down by admin work.

Benefits and ROI

Delivering a great experience for everyone

D'Costa loves the simplicity and the intuitiveness of Zoho Bookings. "Booking an appointment is so straightforward, and for us, the backend automation makes all the difference,” she said.

Whenever a client books a meeting, Zoho Bookings automatically triggers notifications and reminders, helping her team stay prepared. These reminders also ensure that clients show up on time, a crucial factor in maintaining White River Design's impressive conversion rates.

A solution that just fits

One of D'Costa’s favorite things about Zoho Bookings is how effortlessly it integrates with the tools her team already uses. “It’s not another app I have to open—it just works,” she said.

With Zoho Bookings syncing directly with Zoho CRM, her team avoids the hassle of managing multiple tools based on their dynamic requirements. This simplicity is a game-changer for D'Costa, who describes herself as a "no-code person."

Moreover, the integration extends to White River Design's website, which was built using Zoho Sites. Visitors can book consultations directly from the website, kicking off all the necessary backend processes automatically.

The impact

Since adopting Zoho Bookings, White River Design has:

  • Simplified client onboarding with integrated scheduling and CRM workflows.
  • Enhanced the overall client experience with an easy-to-use interface.
  • Boosted team productivity by unifying their tools into one streamlined system.

For D'Costa, it’s all about keeping things simple—and Zoho Bookings delivers that simplicity every step of the way.

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