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 conceived from the outset for service businesses such as accounting firms, marketing agencies, design firms, legal services, telecommunications companies, and administrative services.
These organizations frequently need to ask clients multiple questions to precisely define the scope of a mandate. However, this complexity makes quote creation slow, manual, and inflexible, directly harming conversion rates and client experience. KAPI addresses this reality by offering a tool capable of transforming a complex pricing process into a clear, fast, and structured quote, perfectly integrated with Zoho CRM.
The Challenge
Before using KAPI, service businesses faced several recurring challenges:
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 information loss and complicated operational coordination. The main challenges were:
Difficulty customizing service prices based on multiple business criteria
Limited quoting tools, primarily based on quantity or simple options
Slow quote creation, often using Google Sheets or generic solutions
Lack of structure in offerings, leading to sometimes vague or inconsistent mandates
Negative impact on closing rates when submissions are delayed
More complex onboarding for new sales resources due to a lack of clear framework
The Solution
The deployment of KAPI aimed to:
- Structure service offerings into customizable packages;
- Drastically accelerate the creation and modification of quotes;
- Increase closing rates through fast and clear submissions;
- Improve client satisfaction from the sales phase;
Factors that contributed to KAPI's success
A clear strategic refocus on professional service businesses
Platform simplification, by removing features not aligned with the target audience
Smaller, more accountable teams, fostering fast and effective decisions
Tight integration with Zoho CRM, at the heart of sales processes
After 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.
Extremely fast quote creation, even for complex offerings
Ability to modify a quote in real-time, including in front of a client
Significant increase in closing rates due to submission speed
Better structured and more consistent service offerings
Clearer mandates for production teams
Improved client experience from the sales phase
Simpler sales process, more easily transferable to new recruits
Better structured and more consistent service offerings
With KAPI, Tooly demonstrates its ability to design and integrate customized solutions, perfectly adapted to the realities of service SMEs, while maximizing the value of the Zoho ecosystem.
Next steps for KAPI include:
- Continuous improvement of the user experience
- Strengthening existing automations
- Potential addition of financial integrations, particularly with Zoho Books
- Progressive evolution of features to support the growth of service businesses