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 case 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. Their 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 Accounting Engagement Management 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 many accounting […]
Accounting firm
Automating Tax File Management for an Accounting Firm with Zoho One The client is an accounting firm specializing in preparing tax returns for individuals. The company operates entirely remotely: clients submit their information and documents without needing to travel, primarily by email or via various shared links. Experiencing strong growth since its inception, the firm […]
Agri-food organization
Structure and Automate Agri-food Event Management 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 meetings, and […]
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 assists other organizations with the collection and analysis of strategic data related to employee and customer experience. The company manages a significant volume of surveys, often customized according to each client’s specific needs. Evaluation scales, analyzed indicators, and interpretation […]
Kapi
Accelerate Quote Creation and Closing for Service Businesses with KAPI and Zoho CRM KAPI is a CPQ solution designed to address a very specific challenge faced by many professional service businesses: the difficulty of quickly structuring, customizing, and pricing complex service offerings. Unlike traditional quoting tools often designed for e-commerce or physical products, KAPI was […]
Architecture Firm
Gain Visibility and Profitability on Tenders with Zoho The company is a Canadian architecture firm active in various project types and business sectors. A significant part of its development relies on responding to tenders, a process demanding in terms of time and resources. Before the project, information was primarily managed using Excel spreadsheets, sometimes spread […]
Sol Pergolas
Structure sales, distributors, and inventory with the Zoho ecosystem Founded in 2023, Sol Pergolas is a growing manufacturer and supplier of outdoor products. To support its business and operational development, the company sought to modernize its internal tools, reduce manual processes, and effectively structure the tracking of its leads and distributor network. With Tooly’s assistance, […]