Start simply

One first step is enough.
We start small.

We move one step at a time. We choose with you one thing that will save you time, we set it up, and we show you how to use it. The rest will come when you're ready.

01 · First step

Your client book (Zoho CRM)

All your clients, quotes and follow-ups in one place.

  • Basic setup
  • Import of your client list
  • Follow-up reminders
02 · First step

Your invoicing (Zoho Books)

Clean invoices sent faster, and a clear view of who owes you what.

  • Invoice templates in your style
  • Quebec taxes set up
  • Payment reminders
03 · First step

A short training to get off to a good start

We show you the essentials, with your real clients. You leave feeling comfortable.

  • Hands-on training
  • For you or your team
  • Support after launch
A first step, at your own pace. Tailored to you — we'll talk it over on the free discovery call.
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Zoho tools

Your management, centralized.
Zoho, set up for you.

CRM, invoicing, customer support, marketing, inventory: Zoho brings all of your business management together in a single affordable platform (software that talks to each other).

Zoho makes the software. We make it work for you: we choose the right ones, set them up for the way you work and train your team so they stay in control.

Clients

Zoho CRM

Your clients, your sales and your follow-ups in one place.

Clients, made simple

Bigin

A light client book, designed for small businesses.

Invoicing

Zoho Books

Your invoices, your expenses and your accounting.

Customer service

Zoho Desk

Your clients' requests, each one followed until it is answered.

Marketing

Zoho Campaigns

Your newsletters and emails to all your clients.

Stock

Zoho Inventory

Your inventory and your orders, up to date.

Team

Zoho People

Your employees: time off, schedules and files.

Projects

Zoho Projects

Your projects, your tasks and your deadlines.

Tailored

Zoho Creator

An app made for you, without programming everything.

Links

Zoho Flow

Your software that talks to each other, on its own.

01 · Area

Custom implementation

We install and set up Zoho directly at your business: transfer of your data, settings for the way you work, connections with your existing tools.

  • Analysis of your needs
  • Settings and data transfer
  • Automated tasks between software
02 · Area

Training and adoption

A tool is only worth it if it's used. We train your team to work with Zoho day to day, until they're fully self-sufficient.

  • Hands-on workshops
  • Role-based paths
03 · Area

Ongoing support

After the implementation, we stay with you: support, continuous improvement, new features and automated tasks as your business grows.

  • Ongoing support
  • Continuous improvement
  • Step-by-step growth
A life that belongs to you — take back control of running your business, with tools you actually understand.
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What it looks like

Once it's set up, your day fits on one screen.

Three examples of what we set up for you: follow-up with your clients, a clear dashboard, and invoices that go out on their own. Illustrations use sample data.

Your clients, step by step: everyone knows who to call back today.
Your numbers for the day, with no Excel file to update.
Invoices that go out and follow up on their own.
Next step

A life that belongs to you — take back control of running your business.

Book my free call 30 minutes · free · no commitment