Deliver Exceptional Client Service
Build custom solutions for consulting, legal, and professional service firms. Increase productivity and client engagement with Zoho One and Zoho Creator.
Built for Manufacturing
Comprehensive solutions leveraging Zoho One ecosystem tailored for your industry needs.
Client Management
Complete client lifecycle management with project history and engagement tracking.
Time & Billing
Track billable hours, generate invoices, and manage retainer agreements.
Project Management
Manage client projects, deliverables, and team resources efficiently.
Document Management
Secure document storage, collaboration, and client sharing portals.
Financial Management
Track revenue, expenses, and profitability by client and project.
Practice Analytics
Track utilization rates, revenue per partner, and practice metrics.
What You Can Build
Custom applications built on Zoho Creator for your specific professional services operations.
PSA Platform
Professional Services Automation for end-to-end engagement management.
Client Portal
Self-service portal for clients to access documents and track project status.
Resource Planning
Allocate team members to projects based on skills and availability.
Proposal Management
Create, track, and manage client proposals with approval workflows.
Knowledge Management
Build internal knowledge base with best practices and templates.
Partner Dashboard
Executive dashboards for partners to track firm performance.
Solutions We've Built So Far
Explore the custom professional services solutions we’ve delivered for our clients.
ERP for External Sales Rep Management
by ClubCode Technology
Manage external sales representatives and lead tracking
A custom ERP solution for Oqitor to manage external sales representatives who are not direct employees but vendor partners bringing leads to the business. Features lead tracking, contact management, order pipelines (Mobility, Rogers Wireline, Telus Wireline), and customer support ticketing system.
Attendance Management for Great Place to Work
by ClubCode Technology
Global HR attendance solution with multi-country compliance
A robust HR attendance solution for Great Place To Work®, the global workplace authority. Manages attendance across multiple countries with varying HR policies. Features check-in/out, holiday management, organization-wide reports, calendar views, and individual attendance records.
Benefits of Our Education Solutions
- Improved billable utilization
- Faster invoicing cycles
- Better project visibility
- Enhanced client experience
- Streamlined document workflows
- Real-time profitability insights
- Mobile access for consultants
- Scalable for growing practices
Zoho Apps We Leverage
Do You Have an Idea in Mind?
Share your vision with us. We’ll help you build a custom solution tailored to your professional services business needs.
