Automate and integrate your software to gain 40% in productivity!
Optimize the way you work
Automation is available to all companies and all software. Trust us! Take advantage of a free consultation with one of our digital transformation experts.
What are the benefits of automating and integrating your softwares?
Reduce your company's operating costs
Reduce time losses
Reduce human errors
Increase the speed of payments
Increase your employees' satisfaction
Increase your customers' satisfaction
Increase your customers' average basket
Increase your customers' loyalty
Increase your customer portfolio
Reduce the cost of customer acquisition
Increase visibility of actionable data
Increase your growth capacity
What is automation?
What do companies with automation solutions think?
Automation can transform your business
Increase in your average income by
Increase in the number of qualified leads by
Need automations?
Click on the button below to understand your needs!
What is software integration?
When a company grows, it multiplies its software to meet new needs. Our job is to connect these programs to each other, to synchronize their databases and unify their uses. This means that if you make changes in one software, the other software will receive the information and modify it automatically.
Some automation and integration softwares that we master
Are you experiencing these technical issues?
Our solution
We recommend automating the creation of an invoice as soon as a contract is approved.
The benefits
Automatic creation of the invoice
Easy invoice payment online
Real-time monitoring of the invoice's status
Automatic payment reminders that are easy to set up as needed
Account statements constantly updated with payments
Centralized viewing of all the invoices in one place
Our solution
We recommend automating the creation of a contract from a customer profile and setting up an electronic signature.
The benefits
Creation of customized contract templates adapted to my use
Automatic prefilling of the contract
Submission of the contract in one click
Easy approval of the contract through an electronic signature
Real-time monitoring of the contract's status (Sent, Opened, Signed, Rejected)
Automatic signature reminders that are easy to set up as needed
Centralized viewing of the contract in my customer file
Our solution
We recommend automating lead generation in Zoho CRM as soon as a Zoho Forms form is submitted and available on the website.
The benefits
Creation of a custom form adapted to my usage
Effortless receipt of the lead's information directly into my CRM
Identification of the source of the lead
Automation of internal reminders for follow-ups
Leads record
Easy conversion of a lead into an existing customer and integration into the sales pipeline
Our solution
We recommend integrating Zoho Route IQ with Zoho CRM to better manage on-site appointments: optimized routing and automation of appointment creation and customer reminders.
The benefits
Follow-up of appointments' status (Scheduled, Done, Cancelled) in my customer file
Automatic optimization of the technicians' routes based on location and appointment duration
Viewing of the itinerary and customer information in one place
Automatic appointment reminders that are easy to set up as needed
Need integrations?
Are you experiencing these technical issues?
Our Solution: We recommend automating the creation of an invoice as soon as a contract is approved.
The Benefits:
1. Automatic creation of the invoice
2. Easy invoice payment online
3. Real-time monitoring of the invoice's status
4. Automatic payment reminders that are easy to set up as needed
5. Statements of account constantly updated with payments
6. Centralized viewing of all invoices in one place!
Our Solution: We recommend automating the creation of a contract from a customer profile and setting up an electronic signature
The Benefits:
1. Creation of customized contract templates adapted to my use
2. Automatic prefilling of the contract
3. Submission of the contract in one click
4. Easy approval of the contract through an electronic signature
5. Real-time tracking of the contract's status (Sent, Opened, Signed, Rejected)
6. Automatic signature reminders that are easy to set up as needed
7. Centralized display of the contract in my customer file
Our Solution: We recommend automating the creation of leads in Zoho CRM upon submission of a form from Zoho Forms, available on the website
The Benefits:
1. Creation of a custom form adapted to my usage
2. Effortless receipt of the lead's information directly into my CRM
3. Identification of the source of the lead
4. Automation of internal reminders for follow-ups
5. Leads record
6. Easy conversion of a lead into an existing customer and integration into the sales pipeline
Our Solution: We recommend the integration of Zoho Route IQ with Zoho CRM to better manage on-site appointments: optimized itinerary, automation of the appointment creation and of customer reminders
The Benefits:
1. Follow-up of appointments' status (Scheduled, Done, Cancelled) in my customer file
2. Automatic optimization of the technicians' routes based on location and appointment duration
3. Display of the route and customer information in one place
4. Automatic appointment reminders that are easy to set up as needed
Need integrations?
Testimonials
"From a blank sheet of paper, Tooly created our entire Internet visibility. Our website is primarily used for recruiting, as well as informing and acquiring new clients. Their work represents our company perfectly and has allowed us to achieve our goals!"
Sandra Laroche
Administrative Assistant, Les Constructions Morrissette
"We have built a trusting relationship with Tooly over a year and a half. Their teams have been up to the task of meeting our performance goals. The employees are always involved in our projects and their expertise has helped us address our weaknesses in technology."
