OS4 Techno chooses Zoho over Odoo and Microsoft to achieve business success  

The company

OS4 Techno-Services TI Inc. is a Montreal-based IT company founded in 2001 that specializes in infrastructure management, cybersecurity, cloud services, and 24/7 technical support. Serving businesses across Canada, OS4 Techno focuses on optimizing system performance and security, and has a reputation for reliability and a strong regional presence—particularly in Quebec.

As a forward-thinking technology solutions provider, OS4 Techno drives digital transformation through innovative software development, IT consulting, and customized tech services. Their skilled team combines deep industry expertise with cutting-edge technologies to help clients operate smarter and thrive in an ever-evolving digital landscape.

The challenge

OS4 faced significant challenges due to a lack of centralized and standardized tools, relying heavily on manual processes and disparate systems. This resulted in inefficiencies in managing and tracking key business operations. The team had used a CRM tool before to store information, but there was no communication bridge to ensure a smooth information flow; salespeople manually provided details about signed contracts, which had to be processed separately.

The lack of integration between sales, project management, and financial data made it difficult to track profitability and manage workflows effectively.

The solution

While searching for a business solution to address their challenges, Tayo Solutions, a Zoho Authorized Partner, recommended Zoho as a valuable addition to their operations. After evaluating alternatives like Microsoft and Odoo, they chose Zoho for its superior interconnectivity, affordability, and, most importantly, its high level of customizability. 

With the help of Tayo Solutions, OS4 implemented Zoho for their business and the transformation was immediate. OS4 now benefits from fully integrated automation that connects quotes, tasks, projects, invoices, and support tickets—all in one place. Sales reps and managers alike gained real-time insight into deal margins, pipeline status, and resource allocation.

Benefits

Now, with the ability to track sales performance and its newfound visibility into the pipeline, OS4 is better equipped to make strategic decisions regarding hiring and resource management.