Service
Zoho expert
Treat yourself to an agency at freelance rates
Explore the infinite possibilities of Zoho with our team of experts. Maximize your company’s efficiency with Zoho’s tailor-made solutions, designed to meet your specific needs and support your growth.
75 CAD per hour
Your first 10 hours will be at a reduced price. Limited-time offer.
Canadian team
Mainly in Montreal.
French or English
You can choose your accompaniment.
Zoho partner
Over 250 successful implementations since 2018.
Our ZOHO experts can help you if
You want to get the most out of your data and make sure you exploit the full potential of your Zoho suite;
You have specific needs, and want to adapt Zoho to your processes and build a customized solution;
You perform repetitive tasks and want to set up automations; within a Zoho application, between several Zoho applications or between Zoho and other systems;
You’re looking for training and coaching tailored to your level of advancement.
Not sure if Zoho is a match for you?
Our independent software recommendation service is for you!
Integrations and automations that optimize your processes
Optimize your marketing strategy with Zoho
Zoho Analytics
- Explore a dedicated table to evaluate your customers’ average basket throughout the year;
- Use a specific table to identify the product most purchased by a specific category of customers over time (by week, month, year);
- Get complete visibility of sales in a given sector.
Zoho CRM
- Develop a marketing attribution system for events and webinars, maximizing the effectiveness of your event-based approach;
- Integrate your Linkedin campaigns with Zoho CRM, enabling automatic lead generation and smooth management of your sales pipeline.
Zoho Campaign
- Optimize your communication in emailing campaigns with the creation of a sales funnel on Zoho Campaigns.
Sell better with Zoho
Zoho Books
- Ensure a smooth migration by transferring all your accounting software data to Zoho Books;
- Seamlessly integrate WooCommerce with Zoho Books or Zoho Inventory to enable automatic creation of customers, orders, invoices and payments.
Zoho Booking
- Simplify your billing process by automating the creation and dispatch of an invoice when your customer books a paid appointment with Zoho Booking.
Zoho Sign
- Simplify your contract management by setting up automatic dispatch. In addition, once the contract has been signed, it is automatically saved in your customer file.
Zoho CRM
- Automate the movement of your opportunity in Zoho CRM to the “won” status and automatically send an invoice or a deposit request to the customer;
- Automate the creation of a lead in Zoho CRM when a form is submitted on your website.
- Build an API bridge between two CRMs and two Zoho Books for seamless integration and efficient data synchronization. The bridge takes a request or message from one software and transmits it to the other, automatically and in real time;
- Take advantage of intelligent forms for calculating quotes, simplifying the process and improving the accuracy of estimates;
- Automate text message reminders to ensure effective communication and optimal customer interactions;
- Set up a referral and commission system to stimulate business growth and reward successful partnerships.
Build customer loyalty with Zoho
Zoho Forms
- Design a form in Zoho Forms that, once completed by a customer, triggers various automations for efficient information management;
- Automate the sending of a satisfaction survey at the end of a mandate to gather customer feedback quickly and efficiently.
Increase your productivity with Zoho
Zoho Cliq
- Optimize your financial workflow by automatically adding customers to your accounting softwares. Eliminate manual tasks and ensure efficient synchronization between your customer data and your accounting software.
Zoho Projects
- Simplify your project management by automating project creation in Zoho Projects.
Accelerate your growth with Zoho
Zoho Cliq
- Facilitate internal communication within Zoho Cliq, by automatically sending a message providing a weekly report on achieved sales, including details of contributors.
Zoho Projects
- Use a bar graph to clearly distinguish between banked and planned hours for a project, providing a precise visualization of resource planning.
Zoho Analytics
- Get a detailed overview of sales in dollars, generated per person and per customer over 2-week periods, based on customers’ hourly rates;
- Consult a table dedicated to hours worked by type of expertise, such as marketing, business analysis, integration, etc..;
- Take advantage of a table to calculate the percentage of employee time associated with billable hours, enabling an accurate assessment of time use.
Benefit from free personalized support
At Tooly, your requirements and problems are at the heart of our approach. We understand that every company has unique needs when it comes to digital transition. Thanks to our commitment to digital transformation and our in-depth business analyses, we can help you outline a clear roadmap to digital success. Join us for a smooth and efficient transition to the digital future.
Let's achieve your digital transformation together
Our agency
- Our story
- Service company
- Careers
Our partners
- Zapier
- Zoho
- ClickUp
- Kapi
- Pipedrive
- Progression Live
Our resources
Our agency
- Business analysis
- Software recommendations
- Training
- Implementation
- Automation & Integration
- Grant support
- Website creation
- Marketing
- Graphic design and visual identity
- Translation and editing
- Long-term support
Our industries
- Window washing
- Car garages
- Marketing agencies
- Recruitment agencies
- Consulting firms
- Construction companies