How Savaria built a custom lead allocation application using Zoho Creator

The company

Savaria is a global leader in mobility and accessibility solutions, offering a wide range of products including residential and commercial elevators, wheelchair lifts, stairlifts, and other accessibility equipment. In North America and Australia, Savaria supports customers through a robust network of over 800 dealer-installers, including seven company-owned locations.

The company’s mission goes beyond manufacturing lifts. It's focused on improving quality of life for individuals who depend on mobility aids to move safely and comfortably in their environments.

The problem

When Stephanie Inglis stepped into her role at Savaria in 2020, she found that the company’s internal systems had become a patchwork of disconnected tools and rigid logic. Their lead allocation process, which was critical to ensuring timely dispatch to the dealer network, was housed on a third-party platform. Updates were tedious, scalability was poor, and dealer coverage data was at risk due to reliance on external consultants.

Complicating matters further was the complexity of the dealer network. Allocation decisions were influenced by multiple factors, including product type, geography, licensing laws, and exclusivity agreements. Some territories required precision down to a single postal code. With acquisitions underway and new product lines being introduced, Savaria needed a flexible and centralized system—and they needed it quickly.

The solution

To modernize its lead management process, Savaria partnered with NSI Solution to build a custom application using Zoho Creator. The goal was to introduce flexibility, control, and long-term scalability to a system that had outgrown its original platform.

Lead allocation application

At the heart of the new solution is a custom lead allocation app that automates how customer inquiries are routed to the right dealers. The app uses intelligent, rule-based logic tailored to Savaria’s evolving business needs and expanding product offerings.

Smart lead routing

The lead allocation system automatically routes website inquiries to the most appropriate dealer using a range of inputs, including zip code, product type, and serviceability. It also factors in exclusive territories, shared markets, lead volume limits, and dealer performance to ensure leads are sent where they’re most likely to convert.

Real-time control

Teams can make instant updates to dealer coverage or routing rules without involving external developers. Whether it's pausing a dealer, onboarding a new one, or adjusting allocation thresholds, changes happen quickly, without disrupting operations or compromising data integrity.

Full visibility

A clear view into the entire lead distribution process allows the team to track who’s receiving leads, how many they're getting, and under what criteria. This transparency simplifies troubleshooting, reassignment, and ongoing optimization based on real-time performance insights.

Benefits and ROI

Since launching the lead allocation system built on Zoho Creator, Savaria has achieved major gains in efficiency, visibility, and responsiveness.

Key benefits include:

• Over 75% reduction in maintenance time, with tasks now handled by frontline staff instead of senior leadership.
• Faster, more flexible dealer management, including quick updates for holds, reassignments, or onboarding.
• Greater autonomy for sales teams, who can now self-serve and manage allocations from their phones without tech support.
• Improved agility for strategic decisions, with real-time territory adjustments based on dealer performance.

Looking forward

Zoho Creator now plays a central role in how Savaria manages and distributes leads. The system connects everything, from web form submissions to lead assignments and CRM updates, allowing the team to respond quickly when it matters most. With NSI Solution as their ongoing development partner, Savaria is continuing to enhance and expand what the platform can do.

Stephanie and her team are now building API bridges to push leads into dealer CRMs, integrating data for ad tracking, and adding features like granular user permissions. Thanks to the flexibility of low-code, these initiatives no longer take months of planning or require reliance on external vendors.