Cofinia offers services to small and medium-sized businesses and entrepreneurs who wish to optimize sales management and customer relationship management (CRM). What are the key success factors to have a well-stocked lead bank and a high opportunity closing rate? Our experts will review your processes and propose proven business practices.

If your practices are proven, we will help you automate them by implementing Zoho CRM in your company and we will train your staff so that you can take advantage of all the benefits offered by this technological solution to generate more sales for the customers you want to reach.

Our team of professionals can take care of all your sales, marketing, communication needs and much more!

Make an appointment today to learn more about ZOHO CRM

What is Zoho CRM?

ZOHO CRM is a software that helps businesses keep track of their customer relationships. The software supports sales management, provides relevant information, integrates with social media, and enables collaboration between employees. With ZOHO, your company can benefit from better information sharing between your teams: financial, marketing or operational teams, etc. Through automation, ZOHO’s customer relationship management software improves both customer communication and internal collaboration.

Sell faster and more efficiently than ever with Zoho

Customer relationship management systems can be expensive and complex, especially for small and medium-sized businesses. The costs of purchase, integration and maintenance (in terms of money and time), added to the need to develop in-house expertise, quickly become exorbitant for small and growing companies. This is where Cofinia can make the difference!

Outsourcing your CRM integration allows your company to benefit from all the advantages while our team ensures that you get the most out of ZOHO CRM. Enjoy a turnkey solution where our team will configure and optimize ZOHO for you!

Contact one of our experts in Blainville about ZOHO CRM to boost your sales as of today!

What can Zoho CRM software do for your business?

ZOHO’s CRM system helps companies to:

  • improve their relationships with customers
  • centralize information into easy-to-read records
  • automate communications
  • integrate lead information through forms
  • Track sales metrics to measure performance.

CRM platforms face many challenges. When the customer, user, prospect or salesperson interacts, data about your operations and potentially about the customer, prospect or salesperson is generated. These interactions and discussions take place over the phone, over the Internet and in person. It is necessary to organize and synthesize this data so that it can be used by the different teams.

Centralize your communication channels

Cofinia installs Zoho CRM as a central management system, allowing you to access and respond effectively to email, social media, chat, phone and other channel communication histories.

Powerful, real-time analytics measure everything about your business to send real-time notifications to relevant teams. Gain flexibility with automation, task reminders and built-in custom features.

Automate the tasks of your sales team

Zoho CRM automates recurring and time-consuming sales tasks by automating lead management, business opportunities, account and contact management and more.

Automate your marketing efforts

Combine the capabilities of ZOHO CRM with Zoho’s marketing tools to enable you to automate large segments of your marketing. ZOHO’s marketing automation features allow you to select customers based on a variety of criteria, automate lead generation efforts, collect relevant

criteria, automate lead generation efforts, collect relevant customer information, and even automate other actions such as customer journeys.

Automating email campaigns, calls to action on your website, surveys

website, surveys, etc., allow your marketing team to be more efficient and to measure and improve the reach of their efforts.

Increase the profitability of your Zoho One subscription

Do you have a Zoho One subscription and only use a few applications? Cofinia can help you implement other applications from the Zoho One suite.

Cofinia's support services

Lead management

Capture leads, automate lead scoring, identify those that will convert to customers and follow up with detailed contact information


Make more sales in less time. Track the status of your current transactions and seize every opportunity at the right time


Get real-time information about your customers, communicate with them across multiple channels and build strong relationships

Workflow automation

Tracking leads or updating fields involves a lot of manual work. Learn how to perform these tasks much faster with the help of workflows


The more your business grows, the more information you need. Measure the performance of each business activity and break down your quotas into achievable goals with Zoho CRM reports, analytics and forecasts


With the right tools, your team will never be in trouble. Generate quotes and access sales scenarios. Save your team time: give your customers, suppliers and partners the ability to view, add or edit information via portals from your CRM

Why choose Cofinia as a Zoho CRM partner

Our process optimization approach allows us to adapt the tool to your reality while taking advantage of the best sales practices.

We are convinced of the benefits that a CRM can bring to any company, our advice will allow you to increase your efficiency and your sales.

Our team of experts will take charge of your project and offer you personalized support within the agreed timeframe.

Create a better relationship with each of your customers

By centralising customer interactions and data, ZOHO CRM can improve customer relationships. It has contact management, communication tracking, sales pipeline management, customer service tools, and marketing automation.

ZOHO CRM helps businesses understand customers’ journeys and needs. Teams can quickly respond to customer inquiries and requests by viewing emails, calls, and tasks in real time on the platform.

Custom fields, functions, and reports allow businesses to customise ZOHO CRM. This ensures accurate and up-to-date customer data, improving customer relationships.

Marketing automation tools help businesses send targeted, personalised messages and offers to customers, improving customer relationships.

Cofinia has been working with many companies in Blainville for years, helping them leverage process automation to simplify administrative tasks and improve performance through real-time reporting and analysis. See today how it can benefit yours



CRM systems offer various custom functions for different roles within a company, which can be divided into three categories: Collaborative, Operational, and Analytical.


The primary objective of a collaborative CRM system is to eliminate organizational barriers that could result in a fragmented customer experience. This can occur when different departments such as marketing, sales, and customer service are not communicating effectively. Even in large businesses, silos can prevent critical information from being shared company-wide.

A collaborative CRM helps ensure that all team members have access to the latest and relevant data, which is essential for improving customer experience. This type of CRM system is an effective way to ensure seamless communication among different departments.


The goal of an operational CRM system is to streamline customer relationship management for businesses. It provides visualizations, tools, and helps manage the entire customer journey from start to finish. An operational CRM system helps better visualize the customer interactions and touchpoints throughout the customer lifecycle, leading to more efficient workflows.

This type of CRM system automates time-consuming and repetitive tasks such as marketing, marketing automation, sales, and customer service automation. It helps free up employees’ time to focus on growth, making it an ideal solution for fast-growing companies.


A collaborative CRM allows you to gather large amounts of customer data, but to gain meaningful insights and trends, in-depth data analysis is required. Estimates indicate that half of the data collected by businesses is not leveraged to make smart business decisions.

Analytical CRM systems help companies make the most of their customer data by uncovering customer trends, behaviors, and issues related to sales, customer service, and customer retention. This type of CRM is crucial for businesses that value their customers and customer data, as it enables them to make informed decisions to improve their business performance.

A single platform called Zoho CRM is used to manage all customer and prospect data. This software allows you to create, modify, and preserve contact information as well as keep track of all previous correspondence with each contact. Additionally, you can designate contacts to particular sales teams, which can facilitate teamwork and collaboration. By offering a single source of truth for all customer interactions and information, this enhances customer relationships.

Yes, Zoho CRM is made to be utilized by numerous users in a company. The technology enhances the effectiveness of customer interactions and relationship building by enabling teams to collaborate and share information in real-time. Zoho CRM makes it easier for teams to collaborate and increase customer satisfaction by offering a one platform for all client information.

A number of email systems, including Gmail, Microsoft Outlook, and Google Workspace, are integrated with Zoho CRM. Users can easily manage their emails, contacts, and tasks within the Zoho CRM platform thanks to this integration. The efficiency and caliber of client relationships are increased because of Zoho CRM’s centralization of all customer communications and interactions.

A variety of solutions are available from Zoho CRM for sales teams to manage their operations and pipeline. These solutions include sales force automation, lead tracking, opportunity tracking, deal tracking, sales analytics and reporting. These solutions enable sales teams to operate more productively, close more transactions, and deliver superior customer service.

Customer service teams can manage customer support requests and enquiries using a variety of features from Zoho CRM. A thorough knowledge base, a ticketing system, and real-time notifications are among these technologies. With the use of these resources, customer care staff may better help customers and reply to their inquiries swiftly, increasing customer satisfaction.

You can keep track of a variety of activities using Zoho CRM, including calls, emails, meetings, and tasks. You may track the productivity and activity levels of your staff using the platform’s analytics and reporting features. With the help of these tools, you can keep an eye on the development of your client connections and make any necessary adjustments.

Yes, a variety of customization possibilities are available with Zoho CRM, including custom list views, custom fields, custom functions, custom modules, and custom buttons. With these possibilities, firms can modify the programme to meet their own requirements, enhancing the precision and applicability of consumer data.

Businesses can use a variety of sales operation features from Zoho CRM, such as a sales pipeline, sales forecasting, and sales analytics. Additionally, the platform provides sales force automation, which enables sales teams to operate more productively and close more deals. These solutions help organizations manage their sales activities more effectively, which improves client satisfaction.

Businesses can follow each customer’s journey from lead to customer and beyond using Zoho CRM. As a result of the platform’s full picture of client interactions and activities, it is simple to monitor customer progress and cater to their demands. Businesses can automate follow-up tasks and boost customer engagement effectiveness with Zoho CRM, creating better client connections.

salespeople, salesperson, google apps, apps, gmail, process management, applications, ease of use, software as a service (saas), microsoft outlook, google workspace, business functions, Custom Objects, Google Sheets, entry wizards, customer support agents, Jira Software Cloud, module entries, customer record, filter, pricing, advanced visualization tools

zoho office suite, customer relationship management, hubspot, crms, customer relationships, customer management, omnichannel, crm systems, sales force automation, dashboards, sales, product, custom functions, Custom modules, manual data entry, review of apps, review process, Advanced dashboard components

Facebook Custom Audiences, Sales Leads, advertising-based business models, business management, business performance, business relationships, complex business processes, automatic call logging, external calls, Zoho Analytics, Zoho Books, Connect Zoho, outbound calls, inbound calls, active user, activity notifications, advanced search filters

pricing, Custom field mappings, Custom Objects, Facebook Custom Audiences, Sales Leads, advertising-based business models, business management, business relationships, complex business processes, external calls, review of apps, review process, Advanced dashboard components, Google Analytics, agents with Contact

activities with workflows, approval workflows, Google Analytics, Google Sheets, entry wizards, customer support agents, Jira Software Cloud, Google Sheets, entry wizards, customer support agents, Jira Software Cloud, unified communication, quickbooks, customizable, Custom field mappings, advanced analytics tools