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Sales and quotes
Automatic creation of customers, quotes, follow-ups, and internal tasks.
The web agency to automate and boost your business performance
Connect your tools, centralize your data, and automate your business processes with ERP solutions tailored to your company.
Delisoft helps Quebec businesses integrate, automate, and optimize their ERP and CRM systems as well as internal software. Our goal: eliminate duplicate data entry, streamline your operations, and provide a centralized view of your business.
Sales and quotes
Invoicing and payments
Inventory and orders
Project management
Customer service
Human resources
Reports and data
Process automation
Automate your workflows to save time and boost performance
ERP automation involves connecting your software, data, and processes to reduce manual tasks and improve business management. It enables the automatic synchronization of information across departments, internal tools, CRM, accounting, sales, inventory, and operations. Instead of working with multiple siloed platforms, your business benefits from a smoother, more reliable, and better-organized system.
Processes you can automate
Accounting and invoicing
Synchronization of invoices, payments, expenses, and financial data.
Project management
Automatic creation of projects, tasks, schedules, and notifications.
Customer service
Centralization of inquiries, tickets, follow-ups, and customer history.
Inventory and orders
Automatic updates for stock, orders, and product information.
Human resources
Automation of internal requests, approvals, attendance tracking, and employee documents.
Processes to automate
Identify automation opportunities in your operations to save time, reduce manual tasks, and improve efficiency.
Every company has processes that can be optimized. Whether for sales, accounting, project management, or human resources, Delisoft helps you automate repetitive tasks and connect your systems to create smoother, more efficient operations.
Other possible automations for your business
- Automatic quote creation
- Invoice generation and sending
- Synchronization between your CRM and ERP
- Order management
- Inventory updates
- Expense approval
- Vacation requests
- Attendance management
- Automatic project creation
- And much more
Data and integration based on Zoho CRM (ROI Tracking).
What we offer
Centralize, automate, and boost efficiency with an all-in-one platform.
Delisoft supports you in integrating Zoho One, a suite of over 50 cloud applications designed to manage all your operations: sales, marketing, accounting, human resources, and much more.
Everything you need, all in one place
Zoho CRM
Customer relationship management powered by a robust application designed to enhance sales interactions.
Zoho Books
Online accounting application offering intuitive, customizable financial management.
Zoho Projects
Online project management solution combining efficiency and collaboration within an adaptable platform.
Zoho Bookings
Online appointment scheduling tool that simplifies the booking and management process.
Zoho Campaigns
Marketing automation solution to optimize email campaigns with creativity.
Zoho Recruit
Cloud-based recruitment system that reinvents talent acquisition with precision and efficiency.
Sites web performants
Ce que vous mesurez :
Cost Per Click (CPC)
How much you pay for each visitor.
Cost Per Mille (CPM)
Cost associated with your ad visibility.
Cost Per Acquisition (CPA)
How much you pay for each submission or call generated.
Customer Acquisition Cost (CAC)
How much it actually costs you to acquire a new customer.
What we offer
From analyzing your processes to integrating your existing tools, Delisoft supports you in creating a more efficient, connected, and automated digital environment.
Process analysis
Identify automation opportunities and improve your operations through an in-depth analysis of your workflows.
Before automating, it is essential to understand how your business operates. Delisoft analyzes your repetitive tasks, current tools, time-wasting activities, and friction points to identify processes that could be simplified, automated, or better integrated with your ERP.
Automation can include
Analysis of current processes
Repetitive tasks
Optimized workflows
Error reduction
Tool integration
Automated tracking
Improved data management
Strategic recommendations
Systems Integration
Automate data flow between your tools to streamline processes, reduce manual tasks, and boost efficiency.
We connect your ERP to your existing tools, enabling automatic data flow across sales, projects, invoicing, forms, your website, customer tracking, and internal software. The goal is to eliminate duplicate data entry and ensure smoother operations.
Through custom integrations, we create an environment where your systems work together more effectively. Your teams gain better visibility into information, easier access to key data, and faster day-to-day processes.
Free quote
Process automation
Free your teams from manual tasks with smart automation tailored to your operations.
Delisoft transforms manual tasks into efficient automated workflows within your ERP. From task creation, customer follow-ups, notifications, and record updates to automated emails, reports, and internal approvals, we configure your processes to save your team time every day.
By automating repetitive actions, you reduce processing times, improve data consistency, and enable your employees to focus on higher-value tasks. Our solutions evolve alongside your business to support your long-term growth.
Free quote
Custom ERP integrations
Connect your existing platforms and maximize the value of your systems with integrations tailored to your business.
Already using an ERP like Microsoft Dynamics, Zoho, or another platform? Delisoft can help you connect your current tools, forms, CRM, website, applications, or internal software to your existing system through custom integrations and API connections.
Our team analyzes your technology environment to create reliable connections between your various platforms. This results in a more cohesive ecosystem, improved information flow, and more efficient operational management.
Free quote
Systems integration
Connect your existing tools to create a more seamless, automated, and high-performing digital ecosystem.
Every business already has its own tools: CRM, accounting software, management systems, sales platforms, inventory software, client portals, or internal solutions. Delisoft helps you connect these systems so that your data flows automatically between your platforms.
Integration examples
- CRM and client management
- Invoicing and accounting software
- Inventory management
- Order and delivery management
- Online store (eCommerce)
- Client portal
- Project management
- Human resources and payroll
- Appointment scheduling and reservations
- Electronic signatures
Eliminate duplicate data entry
Reduce manual input between software applications and minimize human error.
Centralize your data
Consolidate key information in a clear, accessible environment.
Save time
Speed up daily operations with automation tailored to your processes.
Improve tracking
Maintain better visibility over your customers, sales, projects, and operations.
Connect your departments
Facilitate communication between your teams, tools, and internal systems.
Make better decisions
Access more reliable data to better manage your business.
Benefits of automation
Transform your business management with connected, faster, and more efficient processes.
Automation enables your business to operate more efficiently by reducing repetitive tasks, improving information flow, and connecting your various tools.
Discuss my software projectOur ERP approach
From needs analysis to continuous optimization, Delisoft supports you with a structured approach to design, integrate, and automate processes tailored to your business reality.
Process analysis
We identify your manual tasks, current tools, and pain points.
Data mapping
We define the information that needs to flow between your systems.
Integration plan
We prepare a clear solution based on your software, needs, and objectives.
Development and configuration
We implement automations, API connections, and business rules.
Testing and validation
We validate scenarios to ensure data and process reliability.
Training and optimization
We support your team and optimize the solution based on actual usage.
Examples of ERP processes to automate
Discover which of your company’s processes can be optimized through automation to reduce manual tasks, improve tracking, and boost efficiency.
CRM to projects
Automatic transfer of web inquiries to the CRM, including assignment and tracking.
Accounting synchronization
Linking sales, invoices, and customer data.
Dashboard
Centralizing data to track sales, projects, and performance.
Why choose Delisoft
Comprehensive expertise in creating connected solutions tailored to your processes and designed to support your business growth.
Delisoft combines expertise in software development, Zoho integration, automation, CRM, websites, and digital performance. This holistic approach allows us to create solutions that genuinely improve the way your business operates.
The Delisoft advantage
- Expertise in ERP and CRM automation
- Custom solution development
- Integration with Zoho and business tools
- Understanding of SME processes
- Personalized, local support in Quebec
- Post-implementation support
- Scalable solutions that grow with your business
- And much more
Why work with a web agency?
You could do it yourself.
Really.
We won’t stop you.
But while you’re searching for "how-tos," experimenting, making mistakes, and putting the project off, we’ll have already got you to the #1 spot.
Delisoft = a shortcut to success.
Not by magic, but because we’ve already encountered the mistakes, challenges, and issues you’d otherwise have to discover for yourself.
That’s what experience is all about.
Proof of success
Client testimonials and media mentions reflect our commitment to delivering web, software and digital solutions that generate real results.
4.9/5
700+ Google reviews
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700+ Google reviews
Delisoft put us number one at the top of search engines with several keywords, despite the strong competition in our field. That allowed us to increase our visibility with the public. Thank you again Delisoft!
Anjou Centre Dentaire
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In fact, we found Delisoft by searching on Google, and Delisoft always came up first. So what we need most is SEO and online advertising, because that is what we rely on today [...]
Espace Dentaire Pur
Watch the videoHello, Luc Poirier here. I have worked with Delisoft a few times in the past, and it has always gone really well. So I definitely recommend them.
Luc Poirier
Watch the videoEven me, an old-school guy who thought a website had to be basic, Delisoft proved to me that it could work [...]
MistrBear
Watch the videoI know Delisoft because they were the first to appear on Google during a search. Here, in the industry, it just made sense to choose a company [...]
Ledco
Watch the videoI discovered Delisoft by searching on Google and they were number 1. Since the goal is acquiring new patients, it was obvious to go with [...]
Centre dentaire St-Luc
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FAQ
Find clear answers to the most recent questions about ERP automation, Zoho integration, and connecting your business tools.
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Can’t find the answer to your question? Our team is available to advise you and guide your web project.
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READY TO ACHIEVE YOUR GOALS?
Are you determined to want to increase your income on the web? Contact us now!
Need information? A quote? Make your projects a reality by obtaining personalized advice. Do not hesitate to contact us, it is with great pleasure that we will respond to all requests. In the end, we will always have a solution adapted to your needs and your budget.
