Frequently Asked Questions
Choosing a CRM
Accounting & Zoho
Discover Zoho
Zoho Integrations
Zoho Pricing
Security/Hosting
Tooly Services
Choosing a CRM
Finding the best CRM for your business depends on your goals, your sales process, your automation needs, and the tools already used in your company. An SME will generally benefit from choosing a flexible, scalable, and easy-to-adopt solution like Zoho CRM.
A CRM is dedicated to managing prospects, customers, and sales, while an ERP focuses more on internal operations like accounting, purchasing, inventory, or production. The two solutions are often complementary.
Yes, it’s one of the tool’s biggest strengths! Zoho CRM lets you automate your email follow-ups or set up smart workflows, generating reminders for Zoho phone follow-ups or follow-up tasks for your sales reps.
Accounting & Zoho
Zoho Books is particularly well-suited for SMEs looking to centralize their accounting, invoicing, and financial management in a cloud solution. It’s both a scalable and very affordable solution, ideal for supporting your business’s growth seamlessly.
Zoho Invoice allows you to create quotes, invoices, recurring payments, automatic reminders, client portals, and invoicing reports.
Zoho Invoice focuses on invoicing and payments. Zoho Books has more advanced accounting features such as expenses, bank reconciliation, financial reports, and comprehensive accounting management. Native integration between Zoho Invoice and Zoho Books is entirely possible if your needs evolve.
Zoho has announced that it is working to bring its solutions (Zoho Books, Zoho Invoice) into compliance with the requirements of the French electronic invoicing reform. At Tooly, we recommend checking the latest compliance status before any deployment.
Zoho Invoice is mainly suitable for creating quotes, invoices, reminders, and payments. Zoho Books goes further with accounting management, expenses, bank reconciliation, and financial reports. In short: Invoice for simple invoicing, Books for managing accounting.
Discover Zoho
Zoho is the all-in-one solution that helps you optimize the management of your business from a single tool. Each of your teams will find a Zoho app that suits their needs.
Zoho allows you to centralize sales, marketing, customer service, accounting, and collaboration within a single ecosystem. The main advantages of Zoho are the integration between applications, customization, and the ability to automate many processes.
The Zoho ecosystem operates entirely in the Cloud (SaaS). This means your teams can access each Zoho application securely. The strength of its operation lies in data centralization. Data flows throughout the ecosystem for simplified processes.
Zoho offers applications across several pillars to cover all your business needs:
Sales & Marketing: Zoho CRM, Zoho Marketing Automation
Finance & Accounting: Zoho Books, Zoho Invoice
Productivity & Collaboration: Zoho Mail, Zoho Cliq, Zoho Projects
Customer Support: Zoho Desk
Analysis & Performance: Zoho Analytics
Yes. Zoho’s many apps can replace the vast majority of online tools and help you manage all the departments of your business.
There’s nothing like a good discussion to see things clearly! Depending on your needs, our team will tell you transparently if Zoho is the right tool for you… or not.
Zoho Integrations
Zoho applications can be connected to other software through native integrations, connectors, APIs, or platforms like Zapier and Make. The choice depends on the level of automation and customization required.
Yes. Zoho APIs allow for the development of custom integrations to connect specific applications or internal software.
Absolutely, Zoho does not live in a vacuum. The platform integrates perfectly with your daily communication and collaboration tools:
Email: Zoho CRM integration with Gmail or Outlook (Microsoft 365) automatically synchronizes your emails and calendars.
Internal Communication: You can connect Zoho to Slack or Microsoft Teams to facilitate information sharing between teams.
Video Conferencing & Storage: Zoho interacts with Zoom, Google Meet, or Google Drive to schedule appointments and attach documents with ease.
Yes. Zoho CRM and Zoho Desk can be connected to WhatsApp Business to centralize conversations and improve customer follow-up.
Yes. Zoho applications are designed to work together. For example, Zoho CRM can be linked to Zoho Books, Zoho Desk, Zoho Campaigns, or Zoho Projects to centralize data.
Zoho Pricing
Like all software suites, Zoho is not free. Depending on the application, test formulas are available. However, the prices remain affordable to offer VSEs and SMEs the opportunity to develop their business.
Prices vary depending on the type and number of licenses, but Zoho is still one of the most affordable solutions on the market. On average, CRM costs up to 71% less than most alternatives.
Yes, most Zoho applications offer a free trial period giving access to the main features for a limited time.
Security/Hosting
Zoho operates multiple data centers in different regions around the world. Depending on the applications and available regions, data can be hosted in data centers located in Europe, North America, India, Australia, or Japan.
Data is stored in the data centers associated with the region chosen when creating the account or subscription. For European customers, certain applications allow hosting within data centers located in the European Union.
Zoho allows customers to delete their data or terminate their services in accordance with its retention policies. The exact terms vary depending on the applications used and applicable legal obligations.
Zoho is compliant with Canadian accounting standards. In France, the tool is in the process of being certified for the new requirements and will obtain it shortly. In the meantime, he remains accepted.
Tooly Services
All Zoho applications are designed to be accessible, but Zoho training for CRM will allow your team to fully leverage its features and be more confident on a daily basis.
Yes, absolutely! At Tooly, we specifically support French-speaking service SMEs. That’s why we provide you with a complete series of resources: Zoho CRM tutorials, webinars, case studies in French. We also offer practical and customized Zoho training plans to guide you step by step in mastering your tools.
A Zoho Integrator is a premium expert who configures, customizes, and connects Zoho to your processes.
Depending on your needs and your company’s structure, this can vary from a few days to a few months. It all depends on the number of applications and the complexity of your processes.
Yes. Tooly training courses make understanding simple and accessible. In addition, it is saved so that you can refer to it if necessary.
No, we are all familiar with Zoho’s modules. We implement the ones that are relevant to your business, according to your needs.
Absolutely. A structured migration allows you to transfer your data while cleaning and reorganizing it.
The duration of Zoho training depends primarily on:
the number of modules involved (e.g. Zoho CRM, Zoho Books, Zoho Projects)
the role of the participants (sales, administration, management)
the team’s current level of proficiency
For example, a company that wants to train its sales team and administrative team on Zoho CRM will generally have two separate training blocks, in order to tailor the content to each group’s responsibilities.
Absolutely. We can train a specific group (sales, administration, management).
Only if necessary. Our priority remains practical and efficient use. However, some profiles, such as Zoho administrators or managers, can also take more advanced training to deepen the configuration, reporting or optimization of the tool.
Train your teams on Zoho
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Empower your teams
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