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, reduced information loss, and increased its productivity.

Number of Zoho applications integrated

4

Company size

Industries

The challenge

Modernize container management with Zoho

The growth of the client’s activities led to a major challenge: container management, for both rental and sales. Before working with Tooly, the company relied on Excel files to manage its inventory and logistics, in addition to using separate software for accounting and invoicing. This fragmentation of tools resulted in a loss of information and complicated operational coordination. The main challenges were:

Traceability of container movements;

Management of serial numbers and stock;

Tracking of the numerous options available on each container (colors, accessories, dimensions, capacity, etc.);

Optimization of planning and operational management.

The solution

An integrated Zoho ecosystem and Tooly's expertise

Following Tooly’s recommendations, the client chose the Zoho One suite for its ease of use and competitive pricing. This tool made it possible to centralize all operations, consolidating everything into a single platform. The main applications used are:

Zoho CRM: Customer relationship management and business opportunity tracking.
Zoho Inventory: Stock and serial number management, with support for multiple product variants.
Zoho Books: Recurring invoicing tailored to the company’s needs.
Zoho Creator: Development of a custom app to manage container movements and rentals, with real-time tracking of their availability and accounting integration (General Ledger values).

After the integration

Results and Benefits

The adoption of the Zoho suite and Tooly’s efforts have significantly improved the client’s operations, particularly sales and inventory management.

Centralization of operational data

The use of Zoho One enabled data centralization. Information is now consilidated within a single ecosystem rather than scattered across multiple Excel files and independent software. This simplifies daily work, reduces data entry errors, and prevents information loss.

Improvement of traceability and real-time container tracking

Thanks to Zoho Inventory, the location and status of each container, along with its serial number and specific characteristics, can be tracked in real time at every stage of the process.

Decrease in information loss

With the new ecosystem, exchanges between different divisions are optimized: data is entered once and accessible to all, reducing duplicates, omissions, and communication errors.

Optimization of daily planning and management

With container availability visible in real-time, planning for rentals and repairs is smoother. Managers can better anticipate needs and allocate resources optimally. The implementation of Zoho CRM also allows the company to centralize client information, simplifying communication with them.

Increase in team productivity

Thanks to the automation of several administrative tasks and the clarity of information, employees spend less time searching for data or correcting errors, allowing them to focus on value-added activities.