Zoho One

Deploy the Zoho One suite with a Zoho Premium Partner: CRM, finance, marketing, and analytics together on one connected platform.

Zoho One, the all-in-one suite from Zoho, brings more than 50 existing applications together on a single platform, cutting both your licensing costs and the expensive integrations you have to maintain between your business systems.

At NSI, we’ve built a multidisciplinary team across Quebec, Ontario, and France that can support you in every area of your business. Our certified experts in CRM, digital marketing, billing, inventory, and business intelligence are there to guide you through a successful Zoho One rollout.

The complete system: Zoho One

At NSI, we help you choose the applications that best fit your needs.

Our consultants roll out Zoho One step-by-step, adapting to the reality of your business. That way, you transform your teams’ day-to-day work and tap into everything the platform can offer without the fluff.

Forget disconnected tools.

Stop wasting time on disconnected tools. Choose simplicity instead, and save on integration budgets thanks to Zoho One’s native synchronization between applications.

A suite of tools configured around your needs

Your business is unique, so it deserves tailored solutions that help you optimize and track your operations.

That’s exactly what the Zoho One applications deliver. They integrate natively with one another, so data flows easily between sales, operations, accounting, and every other team.

Structured business intelligence

Build your management indicators and KPIs from a single platform, and spend less time structuring your data. Zoho’s artificial intelligence offers more than 500 reports and dashboards to get you started.

Relevant reports to steer your business

Easily filter your data to produce precise, detailed reports tailored to your needs. Analyze all of your company’s data in depth, choose the right format, and share it with your colleagues in a few clicks.

Real-time dashboards

With Zoho One, a unified dashboard across all your departments reflects your business activity in real time. Zoho Analytics is built into most applications and offers a wide variety of charts and visualizations.

Native data integration

Using several tools? Merge the data from each of them without building custom integrations: Zoho One handles it for you. The result is a 360° view of your business and your customers in Zoho One.

An optimized customer experience

Delivering the best customer experience is how you build loyalty and drive engagement. The key: analyze the customer journey and understand expectations within Zoho CRM, backed by comprehensive lead scoring.

Smart segmentation

All your sales information is centralized in one tool, helping you segment your customers by location, purchase history, social media behavior, response to your outreach, and more.

Better-targeted campaigns

Using your customer segmentation, automate your digital marketing strategy and create high-performing campaigns. Personalize subject lines, content, and offers, and run A/B tests to find the winning angle.

Surveys linked to your customers

Knowing your customers takes more than data analysis. It also takes real conversations with them. With Zoho One, easily create surveys to deepen your understanding and pinpoint opportunities for improvement.

Automate your processes in Zoho One

NSI’s certified Zoho consultants work with you to review your internal processes, then standardize and automate everything that can be automated thanks to the workflow engine built into Zoho One applications.

Streamlined internal processes

Sell better and faster by automating your processes. Set up a lead assignment procedure, from automated emails driven by pre-built scenarios all the way to assigning follow-up tasks to the right sales rep.

A centralized view across applications

Forms, newsletters, conversations, social media, phone calls, quotes, invoices, support tickets… With Zoho One, data that used to be scattered now lives in a single system.

Billing built into your CRM

With Zoho One, generate quotes directly from the CRM and tie them to your sales pipeline to track targets more closely. Then convert them into invoices to lighten your accountants’ workload!

Built-in e-signature

Pull data from your CRM into your sales proposals, and collect digital signatures on your contracts with Zoho Sign. It’s a proven way to boost your conversion rate and gain real productivity.

Faster payments

Set up a simple, effective payment process by activating the customer portal, which brings together quotes, invoices, and payment status. Offer online credit card payments through Stripe or GoCardless.

Built-in chat everywhere

Make teamwork easier with a chat tool embedded in every application on the platform and available in the mobile app. Share information faster across your teams, even when they work remotely.

One-click video meetings

With the rise of remote work, more and more team collaboration happens over video. With Zoho One, record calls, share your screen, and launch meetings right from Zoho CRM, Zoho Mail, or Zoho Cliq.

Email integrated with your CRM

Integrated with every tool, Zoho Mail, the email solution part of Zoho One, is connected to your CRM. Its extensions link to other Zoho One applications to enhance the customer experience and make it easy to share conversations.

A shared, secure space for your files

Remote work means centralizing information and accessing your files on the go. Create team folders for each of your projects and co-edit documents with the Zoho Office suite.

Easier project management

With Zoho Projects and Zoho Sprints, track your projects’ progress from anywhere, with teams spread across the globe and with your clients, right at the heart of your CRM.