Three ways to move forward with Zoho

• Zoho One
• Zoho CRM
• Zoho Books
• Zoho FSM
• Zoho Inventory

Iliad Business Solutions is a certified Zoho Partner in Laval. We make Zoho One the system that carries the quote, the invoice, the work order, and the stock, then connect it to the tools the company keeps alongside.

A typical SME scope covers Zoho CRM, Zoho Books, and, when the work calls for it, Zoho FSM or Zoho Inventory. Where native automation stops, we add Deluge, or a Python bridge if the other system has no Zoho connector.

What we actually configure

• CRM: pipeline, records, quotes, assignment rules, and dashboards the team will open.
• Books: invoices, payments, and sales taxes, tied to the quote when it is the same customer file.
• FSM: field work orders linked to the financial file, for teams that travel to the job.
• Inventory: stock and orders, including the link to an online store.
• Deluge: custom functions where the native workflow ends.
• Projects, WorkDrive, People, Campaigns, Expense, Analytics, or Sign, when the work is a mandate, a team, or a sales follow-up, not only an invoice.
• Zoho Catalyst, when the company needs a web application hosted in Zoho, with its own screens, API, and scheduled jobs.

Work already delivered

• Field service and sales: the technician's estimate becomes a CRM quote, the invoice is created in Books, the work order shows the open balance, the store and supplier orders follow the stock, the payment is matched to the invoice, and the call lands on the record.
• Time-and-materials or fixed-fee mandates: pipeline, project record, Zoho Projects, folders, milestone billing, reminders, leave and time clock, and hour profitability.
• A sales pipeline: lead and deal stages, a first-touch deadline, a kanban, and email plus calendar on the record.
• A business application hosted on Zoho Catalyst, with access by role, when Zoho One screens cannot carry the process.

Describe your situation