Transforming PRO & Business Setup Firms with Zoho CRM
From visa renewals to license management, Zoho CRM helps PRO & Business Setup companies automate operations, reduce errors, and deliver better client experiences.
Why Zoho CRM for PRO & Business Setup Companies?
Managing government processes, client expectations, and compliance deadlines can get overwhelming — especially when your data is scattered across emails, spreadsheets, and paper files.
With Zoho CRM, you get a centralized system that automates tasks, secures sensitive documents, and ensures your team never misses a deadline again. Designed specifically for PRO and business setup firms, our solution keeps every department—from visa to finance—in sync and efficient.
Centralized Client & Case Management
Keep all client records—visas, trade licenses, documents—in one secure place.
Task & Workflow Automation
Set up automated reminders and task triggers for all departments.
Communication & Follow-Ups
Track every interaction—emails, calls, messages—in one thread.
Document Management
Securely store passports, IDs, contracts, and licenses with quick access.
Payment & Invoice Tracking
Create and send invoices for PRO services directly from the CRM.
Enhanced Client Experience
Give clients real-time updates on service status and renewals.
Performance Monitoring & Reports
Dashboards show key metrics like pending cases, completed work, and team performance.
Multi-User, Role-Based Access
Control access for departments like Visa, Legal, Finance, and Corporate.
Mobile CRM Access
Allow field agents and PRO officers to update records on the go.
Compliance & Regulatory Tracking
Stay on top of changing government policies and legal requirements.
Tailored for PRO & Business Setup Workflows
Our solution supports every key department:
Who Is It For?
Company Formation Experts
Corporate Compliance & Renewal Agencies