Modernize container management with Zoho

Since 2006, AGH Mechanics has been established in the field of mechanics and equipment rental. With the multiplication of its services, the company wanted to centralize its tools and improve the traceability of its containers. This case study explores how, thanks to the Zoho ecosystem, they were able to simplify their daily management, reduce information loss and increase productivity.

Number of Zoho apps integrated

4

Company size

Industries

"People who listen, through their expertise and skills, who were able to assess and understand our needs, which are not always easy to verbalize in our field! Also a very friendly, rigorous, competent and accessible team with whom it is easy to create an excellent working relationship."

Patrick Auger

President, AGH Mechanical Centre

The Challenge

The growth of AGH Mechanics’ activities has given rise to a major challenge: the management of containers, both for rental and for sale. Before doing business 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 led to loss of information and complicated the coordination of operations. The main issues were:

Traceability of container movements;

Management of serial numbers and stock;

Tracking the numerous options available for each container (colors, accessories, dimensions, capacities, etc.);

Optimization of planning and operational management.

The Solution

An Integrated Zoho Ecosystem and Tooly's Expertise

Following Tooly’s recommendations, AGH Mechanics chose the Zoho One suite for its ease of use and competitive pricing. This tool made it possible to centralize all operations in order to bring everything together in a single platform. The main software used are:

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

After the integration

Results and Benefits

The adoption of the Zoho suite and the efforts of Tooly have allowed AGH Mechanics to improve its operations, mainly sales and inventory management, significantly.

Centralization of Operational Data

The use of Zoho One enabled data centralization. Information is now grouped within a single ecosystem rather than scattered across multiple Excel files and independent software. This simplifies daily work, in addition to reducing input errors and preventing data loss.

Improved Traceability and Real-time Container Tracking

Thanks to the optimization of the client relationship management software (Zoho CRM), client information is easily found, and it is much simpler for the team to keep track of the files.

Reduced Information Loss

With the new ecosystem, exchanges between different departments are optimized: data is entered only once and accessible to all, reducing duplicates, oversights, 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.

Increased 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.