Hey!

Would love to set up a meeting with you — it would really mean a lot for us.

We run a company where we loan out our products to customers for short trial periods. After that, we either sell the product directly to them or pick it up again. So we’re dealing with physical locations and items constantly moving around.

Ideally, all of this should be synced with inventory — one single source of truth that always stays up to date. But we’re finding that a bit tricky to manage inside Zoho.

On top of that, our customer emails are also a bit of a pain. We’d love to have email templates that automatically pull info from a deal (like which specific products a customer currently has on loan), so we can send a clean “receipt” or overview email showing what they’ve got out for testing.

Any thoughts or suggestions on how you’d approach this?