Building IMC One Desk: How Xponential Digitally Unified IMC Group
A Unified Way to Manage Clients
Managing client services across departments and regions can become complicated when information is scattered. That was the situation at IMC, a cross-border advisory firm where teams handled finance, compliance, mobility, and onboarding through separate systems. Tracking progress depended on long email chains, manual reminders, and spreadsheets, which led to duplication of work and delayed responses.
To resolve this, IMC collaborated with Xponential Digital, a Zoho implementation partner, to create a custom system on Zoho Creator. What was once disconnected is now integrated through IMC One Desk, a single workspace for managing every client service — from onboarding to billing — in one structured flow.
Watch the testimonial by Akansha Agarwal, Senior Consultant at IMC, as she shares how Xponential improved their client management process:
What Changed for IMC
Built on Zoho Creator, IMC One Desk connects finance, operations, and compliance through one system. Each client request assigns a manager automatically, generates invoices through Zoho Books, and triggers alerts for deadlines and renewals using Zia AI. Clients can log in to view progress and upload documents securely, while IMC teams collaborate in real time with complete visibility.
With automated reminders, predictive alerts, and real-time dashboards, IMC moved from manual tracking to a proactive service model, reducing effort and improving communication across teams.
The Result: Faster, Smarter, and More Connected
Today, IMC operates through one digital workspace where every engagement, renewal, and compliance milestone is managed efficiently. What once required several systems and hours of coordination now happens through a unified process.
Sign up for Zoho Creator and see how automation can organize your workflows effectively.
