Professional Services

Solutions for Professional Services Providers 

Knowing your clients, understanding the market landscape and the ability to adapt to change: for a professional services provider to flourish, all of this is essential. At Goldstar, it’s our mission to equip you to succeed in all of these areas. 

As Zoho Authorised Partners, our expertise spans CRM, analytics, accounts, campaign management and more. We also appreciate that in the fields of law, finance and other tightly regulated sectors, digital transformation demands a sensitive touch. With best-in-class software expertly deployed, let’s begin your journey towards superb client care, a stronger business and (of course!) a happy team.   

CRM for Professional Services  

Rarely do potential clients make decisions on who to instruct on a whim: a strong element of nurturing is essential. Zoho CRM provides a single hub for capturing and managing interactions with existing and potential clients, all in one place. Automate and schedule follow-ups, set up lead scoring and gain valuable insights on which services generate the most interest with specific client groups. 

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Analytics for Professional Services 

Are your resources currently focused on the most profitable services? Which departments are the strongest in terms of revenue and profit? What defines the type of client that delivers the strongest long-term value to your firm? On these questions and many more, Zoho Analytics places data-driven insights at your fingertips. Get a single view on the health of the business, or drill down to department, service type and fee earner level. 

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Project Management for Professional Services 

Your profit margin, along with your reputation, depends on your ability to deliver projects on brief and on time. Available through the Zoho One software suite, Zoho Projects makes it easy to manage and maintain visibility over your projects, set milestones and keep on top of problems, all in one place. 

Finance Software for Professional Services 

Zoho Books is built for streamlined business accounting, helping you keep close control over the firm’s finances. By streamlining routine tasks, it can also help free up your professionals for more valuable, client-focused work. Covering invoice management, bank reconciliations, automatic logging of retainer payments and more, Books delivers a complete picture of your firm’s financial health, while ensuring full HMRC compliance. 

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Email Campaign Management for Professional Services 

Email marketing remains a vital strategy for professional services firms seeking to attract prospects and build stronger relationships with existing clients. Zoho Campaign offers a smarter way to manage your campaigns. Combining a vast range of customisable templates, easy-to-make distribution workflows and full reporting on campaign performance, Zoho’s email management tool helps you deliver the personalised, hyper-relevant information your clients increasingly expect. 

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