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The web agency to automate and boost your business performance

ERP Automation

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 Sales and quotes
Invoicing and payments Invoicing and payments
Inventory and orders Inventory and orders
Project management Project management
Customer service Customer service
Human resources Human resources
Reports and data Reports and data
What is ERP automation?

Process automation

What is ERP 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

Sales and quotes

Sales and quotes

Automatic creation of customers, quotes, follow-ups, and internal tasks.

Accounting and invoicing

Accounting and invoicing

Synchronization of invoices, payments, expenses, and financial data.

Project management

Project management

Automatic creation of projects, tasks, schedules, and notifications.

Customer service

Customer service

Centralization of inquiries, tickets, follow-ups, and customer history.

Inventory and orders

Inventory and orders

Automatic updates for stock, orders, and product information.

Human resources

Human resources

Automation of internal requests, approvals, attendance tracking, and employee documents.

Discuss my automation project

Processes to automate

Examples of ERP 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
Examples of ERP processes to automate
Intégration Zoho One

Data and integration based on Zoho CRM (ROI Tracking).

What we offer

Our Zoho ERP implementation and integration service

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

Zoho CRM

Customer relationship management powered by a robust application designed to enhance sales interactions.

Zoho Books

Zoho Books

Online accounting application offering intuitive, customizable financial management.

Zoho Projects

Zoho Projects

Online project management solution combining efficiency and collaboration within an adaptable platform.

Zoho Bookings

Zoho Bookings

Online appointment scheduling tool that simplifies the booking and management process.

Zoho Campaigns

Zoho Campaigns

Marketing automation solution to optimize email campaigns with creativity.

Zoho Recruit

Zoho Recruit

Cloud-based recruitment system that reinvents talent acquisition with precision and efficiency.

Grants available

Sites web performants

ROI calculation and lead generation with a CRM

Ce que vous mesurez :

Cost Per Click (CPC)

Cost Per Click (CPC)

How much you pay for each visitor.

Cost Per Mille (CPM)

Cost Per Mille (CPM)

Cost associated with your ad visibility.

Cost Per Acquisition (CPA)

Cost Per Acquisition (CPA)

How much you pay for each submission or call generated.

Customer Acquisition Cost (CAC)

Customer Acquisition Cost (CAC)

How much it actually costs you to acquire a new customer.

What we offer

Our other ERP automation services

From analyzing your processes to integrating your existing tools, Delisoft supports you in creating a more efficient, connected, and automated digital environment.

Process analysis

Analysis and optimization of your processes

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
Free quote
Analysis and optimization of your processes

Systems Integration

Connecting your ERP to your operations

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
Connecting your ERP to your operations

Process automation

Automation of repetitive tasks

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
Automation of repetitive tasks

Custom ERP integrations

Integration with your current ERP

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
Integration with your current ERP

Systems integration

Integration of ERP, CRM, and existing software

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
Soumission gratuite
Integration of ERP, CRM, and existing software

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

Why automate your business processes?

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 project

Our ERP approach

Our ERP automation methodology

From needs analysis to continuous optimization, Delisoft supports you with a structured approach to design, integrate, and automate processes tailored to your business reality.

01

Process analysis

We identify your manual tasks, current tools, and pain points.

02

Data mapping

We define the information that needs to flow between your systems.

03

Integration plan

We prepare a clear solution based on your software, needs, and objectives.

Our ERP automation methodology
04

Development and configuration

We implement automations, API connections, and business rules.

05

Testing and validation

We validate scenarios to ensure data and process reliability.

06

Training and optimization

We support your team and optimize the solution based on actual usage.

Examples of ERP processes to automate

Automations and integrations implemented

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 to automate your operations?

Why choose Delisoft

Why choose Delisoft to automate your operations?

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
Demander une soumission gratuite

Why work with a web agency?

Why a web agency instead of doing it yourself?

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.

Demander une soumission gratuite
Why a web agency instead of doing it yourself?

Proof of success

Expertise recognized by our clients

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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FAQ

Frequently asked questions about ERP automation

Find clear answers to the most recent questions about ERP automation, Zoho integration, and connecting your business tools.

We are here to help.

Can’t find the answer to your question? Our team is available to advise you and guide your web project.

Contact an expert

Ready to automate your operations?

Are you wasting time on manual tasks, duplicate data entry, or tools that don’t communicate with each other? Tell us about your processes, and let’s see how an ERP automation solution can simplify your day-to-day management.

Request a free quote
Pierre-Luc Delisle, President and Founder of Delisoft
Pierre-Luc Delisle President and Founder of Delisoft
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.