Inventya’s journey to efficient partner management with Zoho Creator

The company

Founded in 2010, Inventya is a UK-based business consultancy that supports a broad range of organizations with finance access, strategic advice, and growth acceleration. The company works with businesses to commercialize groundbreaking technologies and take them to market, helping them scale successfully in highly competitive industries.

The challenge

As Inventya’s network of partners began to grow, the complexity of managing relationships and keeping everyone informed intensified. Referrals poured in from different partners, but updating them on the progress of their leads was time consuming. Each stage in the client journey included sending multiple emails, preparing reports, and manually sharing updates about contracts or invoices. Especially for the finance team, compiling invoice information and sending detailed reports demanded extra effort.

The bigger Inventya grew, the harder it became to scale these manual processes. Partners needed visibility into the status of their referrals and commissions, but the old approach was not sustainable for a business intent on scaling. The company needed a system that could provide details in a structured, efficient way.

The solution

To overcome these challenges, Inventya developed a custom partner portal using Zoho Creator. The portal allows partners to log in to a dedicated partner interface through the company’s website with simple email and password credentials and access it from any device. Once inside, they can submit leads, view the progress of referrals, and track contracts, invoices, and commissions from a single dashboard. The portal is whitelabelled with Inventya's branding, so that it feels familiar and secure to every partner that uses it.

The portal is also fully integrated with Zoho CRM, so Inventya's business development team no longer needs to duplicate updates or manually share information. The system also enables them to manage partners more effectively by approving new registrations, monitoring activity, and easily removing access when a partnership ends.

Benefits and ROI

The portal has completely reshaped how Inventya manages its partner relationships. What once required repeated emails and manual reporting is now streamlined through automation and visibility.

Key benefits

• Less manual work: Partners no longer rely on repeated emails for updates. They can log in to the portal and track the progress of referrals, contracts, and commissions on their own.
• Saving time: Preparing and sending detailed reports for partners used to take significant effort. With invoices now linked directly into the CRM and reflected in Creator, this extra work has been eliminated.
• No data duplication: Information entered in Zoho CRM automatically appears in the partner portal, reducing errors and removing the need to update systems separately.
• Always up to date: The portal runs seamlessly by itself, giving partners visibility into finances and contracts without requiring any additional effort from the Inventya team.

"Everything now works seamlessly by itself. We no longer have to do anything extra to keep partners informed or give them visibility on finances and contracts."

— Aldo De Leonibus, CEO, Inventya

Looking forward

The portal has opened the door for further innovation. Inventya is exploring Zoho Creator’s potential and developing multiple apps tailored to its needs. With a dedicated Zoho developer on board, the team has been able to customize features easily using Creator’s drag-and-drop tools to shape solutions that fit right into their environment.