Packaging Products Importer

Optimizing Order and Inventory Management with Zoho The client is a B2B importer of food packaging products, primarily serving Canadian restaurants and caterers. Orders can be standardized or customized with a logo, and deliveries are made by container every two to three months. Before Tooly’s intervention, inventory and order management was fragmented: customer orders were […]

Independent Consultant and Trainer

Stabilize and optimize Zoho CRM with targeted technical support The client is an independent consultant, trainer, and speaker specializing in optimizing business performance. As a solopreneur, he faces significant financial constraints and tight cash flow. Before Tooly’s intervention, the client had invested in several Zoho implementations with other providers, without achieving a significant return on […]

Litière Ouellet

Structuring sales and reducing manual tasks with Zoho Litière Ouellet is a family business specializing in the production and distribution of animal bedding, primarily for farms (B2B). The company processes and distributes raw materials across a territory covering a large part of Quebec, mainly in the Bas-Saint-Laurent area. At a time when its operations still […]

Automotive mechanics

Modernize container management with Zoho Since 2006, the client has established itself in the field of mechanics and equipment rental. With the expansion of its services, the company sought to centralize its tools and improve the traceability of its containers. This technical study explores how, through the Zoho ecosystem, it successfully simplified its daily management, […]

Water fountains

Modernizing water fountain and field service management with Zoho One The client is a company specializing in the repair and maintenance of water fountains for an exclusively B2B clientele. Its typical clients own multiple devices, often around ten fountains per site, that require regular interventions such as annual maintenance, filter replacement, occasional repairs, contract monitoring, […]

Accounting support

Structure and automate the management of accounting mandates with Zoho One The company is a firm specializing in bookkeeping, taxation, and accounting support for a clientele exclusively composed of businesses. Experiencing strong growth, the organization expanded from two to four employees during the engagement, thereby increasing the volume of clients and engagements to manage. Like […]

Accounting Firm

Automating tax records management for an accounting firm with Zoho One The client is an accounting firm specializing in personal income tax preparation. The company operates entirely remotely: clients submit their information and documents without traveling, primarily via email or various shared links. Experiencing strong growth since its inception, the firm has seen its case […]

Agri-food organization

Structure and automate the management of agribusiness events with Zoho One The organization is a non-profit working in Quebec’s agri-food sector. Its mission is to showcase and promote local food products by connecting Quebec artisans and creators with buyers and distributors in the industry. To fulfill this intermediary role, the NPO regularly organizes events, networking […]

Landscaping

Centralize and segment landscaping service requests with Zoho CRM This Canadian company offers a full range of outdoor services, including landscaping, lawn mowing, and cedar hedge installation. The company operates several distinct websites, each dedicated to a specific service type and generating its own quote requests. While effective for marketing, this structure complicated internal management. […]

Survey organization

Professionalize survey reports with Zoho Analytics The company specializes in customer and employee satisfaction studies. It supports other organizations in collecting and analyzing strategic data related to the employee experience and customer experience. The company manages a large volume of surveys, often customized to each client’s specific needs. Rating scales, analyzed indicators, and interpretation angles […]