Digital transformationZoho One
Clients in Excel? We move them into Zoho.
Actif is a Zoho One integrator for Quebec small businesses: we set it up around the way you sell, or get an unused one working again, bring over your data and train your team.
You'll talk to Bastien.
Zoho One is also the tool Actif runs on. Formatrad has been a client for about a year and a half. See the case
What brings you here?
Your clients, sales and invoices in one place
Your Excel data brought over, your team trained.
Zoho CRM
Sell, and keep track of your customers
Leads, quotes and sales in one place, with reminders.
Zoho Books
Invoice and keep your books
Invoices start from the CRM, in Books or your current software.
Zoho Inventory and Zoho Projects
Manage your inventory and your projects
Inventory tied to sales, hours tracked.
Zoho Desk
Answer your customers
Every request gets a ticket. No more lost emails.
10 to 30 hoursof scoping, and your roadmap in writing.
Book 25 minutesA cleaned-up Zoho your team actually uses
We clean up, fix what doesn't fit and train the team.
Take over an existing Zoho
Put things back in order
Messy data put back in order, without starting over.
AuditData cleanup
Automate what repeats
Stop redoing everything by hand
Forms, reminders and newsletters that run on their own.
FormsRemindersNewslettersSee the Formatrad case
Train and drive adoption
Get the team using it
Each team trained on what it uses, then supported.
TrainingUsage tracking
Zoho Oneis also the tool Actif runs on.
How it works
What you receive at each step, and how long it takes.
The call
25 minutes, freeYou show us how you work, and what's costing you.
You getWhat we'd do, and where to start
Scoping
10 to 30 hoursYour processes, from sales to the books, and the Zoho applications you need. Billed separately.
You getYour roadmap and the price, in writing
Implementation
Zoho configured, your data brought over, the automations in place.
You getZoho ready to use, with your data
Training and adoption
Each team trained. We track usage and adjust.
You getA team that uses it
Frequently asked questions
How long does it take?
Scoping takes 10 to 30 hours. Implementation depends on the number of applications and the data to bring over: we estimate it with you during scoping.
How much does it cost?
The first call is free. Scoping, 10 to 30 hours, is billed separately: it sets the price of the implementation, in writing, and the roadmap is yours.
Is my project big enough?
We do a first tool, like a CRM, as readily as the whole of Zoho One, across several industries.
Do I have to change accounting software?
Not necessarily. Zoho Books, or we connect Zoho to the one you already have.
Who pays for the Zoho licence?
You do, directly to Zoho: the account is in your name, and it stays that way.
Where are you located?
Our head office is in Sherbrooke. We set up Zoho One for small businesses across Quebec, and the call is by video.
Do you train our team?
Yes. Training and adoption are part of the project: each team learns what it uses, and we track usage afterwards.
Show us how you work today.
The first call is free. You'll talk to Bastien.