My Zoho Story #8 ネットワイズ フチーロさん:プロジェクト管理から顧客対応までをZoho One で実現

My Zoho Story #8 ネットワイズ フチーロさん:プロジェクト管理から顧客対応までをZoho One で実現



こんにちは。Zoho コミュニティチームです。

 

My Zoho Story」では、Zoho の活用により自社ビジネスを成長させてきた軌跡を、さまざまな業界のユーザーにお聞きします。その経験や知見を、Zoho 活用の幅を広げる参考にしていただきたいと考えています。

 

今回ご登場いただくジェフリー フチーロさんは、ウェブサイト制作・デザイン、ウェブマーケティングを得意とするデジタルマーケティング会社、株式会社ネットワイズ(netwise)でオペレーションディレクターおよびZoho 運用責任者として活動されています。フチーロさんと同社がどのようにZoho を活用し進化してきたのか、そのストーリーを聞きました。

 

――貴社の事業内容についてご説明ください

2001年に設立された株式会社ネットワイズは、ウェブサイト / ECサイトの制作やデジタルマーケティングを中心としたソリューションを提供し、企業のオンラインプレゼンス強化を支援してまいりました。私たちは、デザインと技術の融合を追求しながら、企業の成長に貢献するウェブサイトやアプリケーションを構築しています。

netwise:https://www.netwise.jp/ja/

Pulse Marketing  https://pulsemarketing.jp/
WP Flex  https://wpflex.jp/ 

 

――Zoho の利用歴を教えてください

Zoho Oneを使い始めて、約1年になります。

 

――Zoho One を導入したきっかけ / 背景を教えてください

元々見積もり・請求管理につき、Zoho Invoice を利用していました。営業管理ツールとして HubSpot を使用していましたが、コスト削減を目的に Zoho CRM に移行しました。また、Zendesk やTeamwork などの他社のヘルプデスク、プロジェクト管理ツールを利用していましたが、サービス同士の連携を重視し、Zoho One を導入する決断をしました。

 

――利用中のZoho サービスについて教えてください

主にCRM / Projects / Desk / People / Learn / Forms / Survey / Analytics を利用しています。

 

――上記サービスを貴社のビジネスプロセスにどのように取り入れていますか?

Zoho Projects: タスクおよびプロジェクト管理。(クライアントワーク75%と社内業務25%の比率)

Zoho Desk:ヘルプデスクとして、サポート業務におけるカスタマーサービスを提供。

Zoho People:勤怠管理、人事関連の連絡。

Zoho Forms:社内外向けの対応なウェブフォーム。

Zoho Survey:顧客満足度調査のアンケートなど。

Zoho Learn:社内プロセスの標準化とナレッジ共有を推進。

 

* Zoho 以外で利用しているサービスとして Google Workspace、Slack があります。

 

――Zoho を利用する中で、可能性を感じる部分はありますか?

Zoho Projects は作業状況や社内メンバーの業務負荷をリアルタイムで確認できます。クライアントも招待してプロジェクトを共同作業することもできます。

Zoho One を利用していますが、Zoho サービス同士や他社サービスとの連携が可能な点は気に入っています。

一方で、当社の顧客は Zoho Meeting やZoho Writer などのZoho のコラボレーションサービスを知らないので、Google Workspaceを使うことにしています。これらのサービスの認知度や信頼性が向上していくことを期待しています。

 

――今後Zoho サービスを利用する上でチャレンジしてみたいことを教えてください

Zoho Cliq:

今後Slackからの移行ができたらと考えています。

 

Zoho Recruit :

採用管理を目的として、本格運用を開始したいです。設定完了後には、採用プロセス自動化のため、ブループリントの構築に取り組んでいきたいと考えています。

 

 

今後も「My Zoho Story」を通じて、あらゆる業界のZoho 活用方法について発信していきます。

ひきつづきよろしくお願いいたします。

 

Zoho コミュニティチーム


    Access your files securely from anywhere







                            Zoho Developer Community




                                                  • Desk Community Learning Series


                                                  • Digest


                                                  • Functions


                                                  • Meetups


                                                  • Kbase


                                                  • Resources


                                                  • Glossary


                                                  • Desk Marketplace


                                                  • MVP Corner


                                                  • Word of the Day


                                                  • Ask the Experts



                                                            • Sticky Posts

                                                            • 【ZOHO】コミュニティユーザー自己紹介のトピック

                                                              日頃よりZoho Japan Communityをご愛顧いただき、ありがとうございます。 おかげさまで昨年より、フォロワー数も増えてまいりました! 人数も50名を超えてまいりましたので、改めて運営しているZohoメンバーの自己紹介の場、また皆さまがご自身を紹介できる場を目的とした、トピックを作らせていただきます。 これからご参加いただく方も、立ち上げ当初からお付き合いいただいている方も、よろしければ当スレッドのReply欄からご自由にコメントいただければ嬉しいです。(オンラインフォーラムは現状オープンなフォーラムとなっているので、記入できる範囲で構いません) スライドテンプレートもご用意いたしましたので、もし良ければご自由にご利用ください。下記のリンクからダウンロードいただけます。 https://zurl.co/lC7N  テキストのみのコメントでももちろんOKです。 — 自己紹介例 【お名前(ニックネーム)】 【利用中のZohoサービス】 【ユーザー歴】 【ご利用人数】 【興味のあるZohoサービス】 【Zohoを利用し始めた、興味を持ったきっかけ】 【活用している主なサービスや機能】
                                                            • 【ZOHO】オンラインフォーラムのご利用について

                                                              こちらでのディスカッション、またそれ以外でも普段より、様々な投稿/コメントで支えていただき、ありがとうございます。 オンラインフォーラムの運営に関しては、まだまだ完璧ではなく、 それゆえに皆さまにご不便をおかけしている部分もあり恐縮ですが、いただいたご意見も参考にしつつ、少しずつ試行を重ねています。その上でにはなりますが、改めてオンラインフォーラムの方針と別投稿にて機能要望に関する対応に関し、共有いたします。 Zoho Japan Community オンラインフォーラムについて ・Zoho製品を利用するユーザー様同士の交流、ノウハウ共有を目的としたオンライン掲示板です。  製品に関するご質問、ご意見につきましては、オンラインフォーラム上で、Zoho側からの回答を保証するものではありません。 ・コミュニティ運営に関わる投稿など、一部ゾーホージャパンからもコメント/投稿を行わせていただくことがあります。 ・製品に関する投稿の、Zoho側からの確実な回答をご希望の場合は、以下の方法をご検討いただけると幸いです。 <製品に関する質問に対し、確実にZoho側からの回答が欲しい場合> ・ご購入前:sales@zoho.jp
                                                            • Zoho Japan Community オンラインフォーラムの利用案内

                                                              この度は、Zoho Japan Communityのオンラインフォーラムにご参加いただき、ありがとうございます。 ご利用にあたり、以下案内をご一読願います。フォーラムの使い方に関してはこちらをご確認ください。 1. オンラインフォーラムの利用について  オンラインフォーラムに投稿、リアクションを行うには、ユーザー登録が必要となります。 登録情報に関しては、パスワードを適宜変更するなどして自己責任での管理をお願いします。 ユーザーは、自由にオンラインフォーラムのユーザー登録から退会できます。なお、オンラインフォーラムから退会しても、当該ユーザによる投稿は引き続き掲載することがあります。


                                                            Manage your brands on social media



                                                                  Zoho TeamInbox Resources



                                                                      Zoho CRM Plus Resources

                                                                        Zoho Books Resources


                                                                          Zoho Subscriptions Resources

                                                                            Zoho Projects Resources


                                                                              Zoho Sprints Resources


                                                                                Qntrl Resources


                                                                                  Zoho Creator Resources



                                                                                      Zoho CRM Resources

                                                                                      • CRM Community Learning Series

                                                                                        CRM Community Learning Series


                                                                                      • Kaizen

                                                                                        Kaizen

                                                                                      • Functions

                                                                                        Functions

                                                                                      • Meetups

                                                                                        Meetups

                                                                                      • Kbase

                                                                                        Kbase

                                                                                      • Resources

                                                                                        Resources

                                                                                      • Digest

                                                                                        Digest

                                                                                      • CRM Marketplace

                                                                                        CRM Marketplace

                                                                                      • MVP Corner

                                                                                        MVP Corner









                                                                                          Design. Discuss. Deliver.

                                                                                          Create visually engaging stories with Zoho Show.

                                                                                          Get Started Now


                                                                                            Zoho Show Resources

                                                                                              Zoho Writer

                                                                                              Get Started. Write Away!

                                                                                              Writer is a powerful online word processor, designed for collaborative work.

                                                                                                Zoho CRM コンテンツ



                                                                                                  Nederlandse Hulpbronnen


                                                                                                      ご検討中の方




                                                                                                              • Recent Topics

                                                                                                              • Zoho Books Extension: What Happens If Custom Fields Already Exist?

                                                                                                                When developing Zoho Books extensions, what happens if the target Zoho Books organization already has a custom field with the same API name as one defined in the extension? I’m asking because we originally created an on-Books version of this functionality,
                                                                                                              • Internal Server Error (500) When Attempting to View Banking Transactions

                                                                                                                I am experiencing an Internal Server Error (500) when attempting to view transactions across all of my banking accounts. Despite multiple attempts to resolve this, I have received little more than runaround from support, and the issue remains unresolved.
                                                                                                              • How do I add a blank line to the Organisation Address Format?

                                                                                                                I'd like to have my VAT number, for example, shown prominently by having a clear gap between it and the address block above, but any blank lines in the address format get ignored in PDF outputs.
                                                                                                              • Automatic Invoice Number generation for createRecord

                                                                                                                Hello, while testing some custom Buttons in my Zoho Books application, I noticed that I get an error that previously did not occur. After some further digging I found that the automatic transaction numbering of invoices no longer work in my organization.
                                                                                                              • Adding number of days to an estimate.

                                                                                                                I need both QTY of item and "number of days hire" in my estimates at the line item level. Any clues as to how this is done would be greatly appreciated. It needs to calculate. Thanks J
                                                                                                              • Books Api: listing expenses created after certain dates

                                                                                                                Is there any parameter I can add to the List Expenses endpoint that will let me look up expenses by when they were created?
                                                                                                              • Why can't we change the Account type from an Expense to an Asset?

                                                                                                                Like the question. Why in QuickBooks for example if I mistakenly created an account as an expenses and I already captured information in those accounts, I can just change the account type from expense to asset
                                                                                                              • Is it possible to do validation for the Actions added to Reports?

                                                                                                                We have an all-around On Validate function that checks all the possibilities before the Created/Edited form submissions. We want to have a button in the report view, so we can change records without entering. We are able to add this button, and it does
                                                                                                              • Ability to Edit Ticket Subject when Splitting a Ticket

                                                                                                                Often someone will make an additional or new request within an existing ticket that requires we split the ticket. The annoying part is that the new ticket maintains the subject of the original ticket after the split so when the new ticket email notification
                                                                                                              • [Free Webinar] Environments in Zoho Creator - Creator Tech Connect

                                                                                                                Hello Everyone, We’re delighted to kick off the 2026 edition of the Zoho Creator Tech Connect Series and are excited to continue this learning journey with you. The Creator Tech Connect series is a free monthly webinar featuring deep-dive technical sessions
                                                                                                              • Zoho Voice API SMS

                                                                                                                I made a post request in Zapier to try to send an SMS. Authentication appears to be configured correctly. I followed the documentation and I'm getting a 400 Error "Internal Server Error". Not helpful at all. Anyways, I could not find any information on
                                                                                                              • How do I change (error) display messages

                                                                                                                Hi! I would like to edit display messages like "invalid entries" and "enter a value for Nome" and so on into Italian language messages. How can I do that? Already tried on Validate on form submit. Where I am failing? Thanks in advance.
                                                                                                              • Record Overseas Transactions Along with CC charges

                                                                                                                Hi All, We receive payments via stripe in multiple currencies and stripe takes around 2.5% fees. The amount is settled in INR into our local bank. What should be the currency of the income account used for Stripe payments? Here is a sample flow that we
                                                                                                              • Easier onboarding for new users with stage descriptions

                                                                                                                Greetings, I hope all of you are doing well. We're happy to announce a recent enhancement we've made to Bigin. You can now add descriptions to the stages in your pipeline. Previously, when creating a pipeline, you could only add stages. With this update,
                                                                                                              • Pieds de page personnalisé - Document Zoho Writer

                                                                                                                Bonjour à tous, Je rencontre un souci avec l’ajout d’un pied de page personnalisé dans un document Zoho Writer. Je souhaite insérer les informations de mon entreprise (notamment un logo + adresse) dans le pied de page. Le problème, c’est que lorsque j’ajoute
                                                                                                              • Permissions on Views

                                                                                                                Having the option of any agent creating custom views is firing back and got a situation where there are a hundred different views across the team and tickets are not being dealt in the most efficient of ways. Tickets seems to be missed by some agents,
                                                                                                              • Credit card transactions are backwards after importing statements

                                                                                                                I am new to Zoho Books so I'm importing my firm's bank and credit card statements in. My credit card statements have a single column with negative numbers so that is the option I chose. But when I went to categorize the credit card transactions, I can
                                                                                                              • import data from Apollo.ai into zoho crm via zoho flow

                                                                                                                I might be asking this question in the wrong forum. We use Apollo.ai to find potential new leads for our business, there are around 10000 leads that we have initially found. We have an Apollo.ai account but just to do searches, we dont use it as a crm.
                                                                                                              • Knowledgebase SEO

                                                                                                                We have a custom-domain mapped help center that is not restricted via login. I have some questions: a) will a robots.txt file still allow us to control indexing? b) do we have the ability to edit the sitemap? c) do category URLs get indexed by search
                                                                                                              • VIsual maindmaps in Zoho notebook Ai

                                                                                                                Can I create and export VIsual maindmaps in Zoho notebook Ai
                                                                                                              • 1stDibs Integration to Zoho Inventory

                                                                                                                Hello is it possible to integrate my Zoho inventory and 1stDibs?
                                                                                                              • Community Question: Renewal vs Invoicing

                                                                                                                This is a question for the community. Does anyone else consider there to be a difference between a subscription renewal event and sending out a recurring invoice for a subscription? For example, let's say customer XYZ purchases a 1-year subscription to
                                                                                                              • cloud console support for music websites

                                                                                                                Hi Friends, I am not from a very technical background.. So need support from the Zoho family. I want to build a e-commerce website which is in Musical Niche. It will help people learn music & play instruments of all types. There are a few players in the market like Chordify , Guitaa, Guitar Dashboard, ChordU & few others. But I all these websites allow only a few instruments  to play. So I want to build a better  website than the one I mentioned. So wnated to know what UI & AI should I use so that
                                                                                                              • Scheduled Reports - Do not send empty report

                                                                                                                Hello, We are intensively using reports in the CRM, especially for sales managers. When data is empty, they still receive an email. Can you add an option to avoid sending the report when data is empty?
                                                                                                              • Is Zoho One Desktop more secure than Zoho One Web SaaS?

                                                                                                                Is Zoho One Desktop more secure than using Zoho One in browser? Inherently, it seems desktop would be unless you don't do things like share your pw or leave pc on. I am concerned about data being on the cloud or someone else's server and database.
                                                                                                              • Reminder Settings - Time Tracker

                                                                                                                On the time tracker in Reminder Settings I created a reminder according to the Zoho manual. But a manager asked me to change the message that goes in the email. Is it possible to change the message? I didn't find that in the Zoho manual. Another question: I configured to receive the reminder everyone who logged in less than 40 hours. Does Zoho consider less than 40 hours of the current week or the whole month? Another situation, I put it so that I and another specific user would receive the notification,
                                                                                                              • Create Item group from a composite Item

                                                                                                                I have applied my mind for hours but cannot figure this out. Can you have a composite item in an item group?. E.g. We bundle different color and size SKU's together as composite items. Also Using composite items as Bill of Materials. We want to create
                                                                                                              • Main difference of Zoho Recruit Corporte version and Staffing HR vesion

                                                                                                                Hi Zoho, I need help to fully understand what is the main key point differences of Recruit Corporate version versus the Staffing HR version? We are currently using Corporate HR version and we are looking on having an insightful automated reporting, does
                                                                                                              • Out of Stock items showing in Commerce

                                                                                                                I have over 6000 items and most are not in stock, but all items are showing up in Commerce whether they are inventory or not. What option or feature can you use to hide items in Commerce at zero or negative quantities? I currently am using Commerce for
                                                                                                              • Is it possible to transfer data from one related list to another within the same module ?

                                                                                                                In the Leads module, there is an existing default Product related list that already contains data. Recently, I added a custom multi-lookup field, which created a new related list in the same Leads module. Now, I need to move the existing data from the
                                                                                                              • How to implement new online payment gateway?

                                                                                                                Hello, Can you tell me how to proceed to implement my local payment gateway? DIBS has an open avaiable API that should be easy to implement into ZOHO BOOKS. http://tech.dibspayment.com/dibs_payment_window
                                                                                                              • Formula working in MS Excel , is not working in Zoho Sheets, Filter fuction which is working in MS sheets per the attached workbook / Daily update.

                                                                                                                Filter function , which is working in MS Excel is not working in Zoho sheets. Please help on function of filter of particular class sheets and extract students name who has more than 3.5 hours of study hours on particular day depending on date in D7 cell.
                                                                                                              • New in Smart Prompt: Record Assistant for contextual assistance, and support for new AI models

                                                                                                                Smart Prompt helps teams stay informed and move faster by providing relevant suggestions where work happens in CRM. With this update, Smart Prompt becomes more adaptable to your organization’s AI preferences. You can now choose which Large Language Model
                                                                                                              • Improved Integration Failure Information (And Notification Options)

                                                                                                                Hi, When an attachment service for example fails, you just get "Field x - Error", I can check the field it is failing on and find nothing wrong, same file size, type, dimensions, etc. so more information as to the actual issue would be helpful. And an
                                                                                                              • Create static subforms in Zoho CRM: streamline data entry with pre-defined values

                                                                                                                Last modified on (9 July, 2025): This feature was available in early access and is currently being rolled out to customers in phases. Currently available for users in the the AU, CA, and SA DCs. It will be enabled for the remaining DCs in the next couple
                                                                                                              • Change User Role in a Form

                                                                                                                Hi, When in a form, it would be good (And consistent) to be able to change the user role/permission like you can with Shared Reports, All Entries or the actual User itself, rather than having to delete the users permission and then add it back again with
                                                                                                              • Reassign Partially Saved Entries

                                                                                                                Hi, I would like to be able to go to Partially Saved Entries and like the option to delete them I would like the option to multi-select and be able to reassign them to another user to complete (Such as when a user has left the company). Thanks Dan
                                                                                                              • Increase the "Maximum Saved Entries per User" Options Limit

                                                                                                                Hi, You can create lots of saved entries, yet the Limit when you apply one is 25, we may often expect 32 to be in draft, and therefore want to enforce that, can we increase the limit of this field from 25 to 100 (As you can just turn it off and have more
                                                                                                              • Dynamic Field Folders in OneDrive

                                                                                                                Hi, With the 2 options today we have either a Dynamic Parent Folder and lots of attachments all in that one folder with only the ability to set the file name (Which is also not incremented so if I upload 5 photos to one field they are all named the same
                                                                                                              • Product Updates in Zoho Workplace applications | December 2025

                                                                                                                Hello Workplace Community, Let’s take a look at the new features and enhancements that went live across all Workplace applications this December. Zoho Mail Block emails without notifying the sender Block emails without sending a rejection notification
                                                                                                              • Next Page