CRM for Professional Services
Zoho CRM for professional services is tailored to meet the unique needs of professionals such as Consultants, Lawyers, Accountants, Engineers, Architects, Mining services and more…It is a complete management solution to enable businesses optimize their performance, manage projects, resource allocation, reduce cost and improve profitability. Most importantly, it takes care of regulatory requirements, relieving the burden of the professionals.
CRM for professional services is designed to encompass entire business funnel, right from lead qualification to deal closure and project creation, tracking billable time and automated project management. Our CRM helps in critical activities such as tracking subscriptions, membership contracts and renewal process ensuring better customer retention and customer acquisition.
Since finance, marketing, projects, sales and services are well integrated, it allows professionals to deliver their expertise and unparalleled services to their customers.