Power Your Services Business.
Manage Clients, Projects and Compliance — All in One CRM
Serv-U is a ready-to-go Zoho CRM system built for professional services.
Whether you’re a bookkeeper, lawyer, consultant, or IT specialist, this app helps
you manage clients, track projects, handle invoicing, and stay compliant — without the complexity.
From $75 per month per user
Manage Clients, Projects & Compliance — All in One CRM
Too many touchpoints and systems can be costly
Too many touchpoints and systems can be costly
Have you ever considered how many different platforms your team uses just to service a single client?
Running a professional services business means juggling clients, projects, compliance, and finances — all at the same time. Most teams end up relying on disconnected tools (emails, spreadsheets, accounting software, project apps), and that’s where things start to slip:
Follow-ups get missed and enquiries go cold
Manual admin quietly eats into billable hours
Client touchpoints and deadlines are hard to see in one place
Compliance documents end up scattered, creating unnecessary risk
Each additional system adds complexity, extra steps, and hidden costs. Think about the time spent switching between tools and other clients — what does that actually add up to in dollar terms?
The result? You spend more time chasing paperwork and piecing together the story than focusing on delivery, client experience, and real growth.
Capture and track enquiries with built-in follow-up reminders
Send proposals, quotes, and invoices directly from CRM
Manage projects, tasks, and deadlines with visibility across your team
Store contracts, meeting notes, and compliance documentation securely
Build long-term client relationships with scheduled touch points and reviews
No more silos. Just one platform to run your business.
Add on a 24/7 Voice AI Assistant to answer missed calls, capture job details, qualify new enquiries, and book jobs into your calendar—then log everything back into your system so nothing slips through the cracks after-hours or while you’re at a client.
Key benefits include:
- Save time – Automate admin and free up hours for client work
- Win more clients – Follow up enquiries fast with structured processes
- Deliver better service – Manage projects, deadlines, and communications in one place
- Stay compliant – Keep contracts, notes, and compliance records safe and accessible
- Get paid faster – Streamline quoting, invoicing, and payment tracking
- Ready-to-go – Pre-built for business services, no heavy setup needed
The Business Services App is built for:
- Accountants & Bookkeepers
- Business Consultants
- IT & Managed Service Providers
- Legal Professionals
- HR & Recruitment Consultants
- Marketing & Creative Agencies
If your business provides a service, this app gives you the structure and tools you need.
Professional – Perfect for small to medium service businesses
$75 per month per user excl. GST
Initial set-up fee of $350 per account
Best for: Service-based businesses that need a reliable platform to manage clients, projects, and compliance, without complex finance features.
Features:
- Lead capture & client database management
Job scheduling & team assignment
Calendar sync & mobile access
Client nurturing & onboarding
Basic reporting & analytics
Email & calendar integration
Client account management
Enterprise – For growing teams needing more power
$125 per month per user excl. GST
Initial set-up fee of $350 per account
Best for: Growing professional services businesses wanting a full-service platform with advanced quoting, invoicing, finance tracking, and profitability reporting.
Features:
Lead capture & client database management
Quoting & invoicing in one click
Job scheduling & team assignment
Calendar sync & mobile access
Client nurturing & onboarding
Payment tracking
Basic reporting & analytics
Email & calendar integration
Client account management
- Timesheet management
Detailed job costing & profitability reports
Advanced financial insights tailored for professional services
At Dynamic Digital Solutions, we make sure your team doesn’t just get the software – they get the skills and confidence to use it effectively. Our monthly training and implementation workshops ensure that you get the help you need when you need it most.
How it works?
Serv-U is a ready-to-go Zoho CRM system built for professional services.
It brings your quoting, job scheduling, and customer and compliance management together
into one powerful yet easy-to-use platform.
Attract
Manage client enquiries, follow-ups, and quotes to build strong relationships with the companies you work for.
Invoice
Create professional quotes and convert them to invoices in one click, and track payments.
Schedule
Book jobs, assign team members, and sync with your calendar.
Nurture
Build strong relationships with automated follow-ups, welcome packs, and service reminders.
Comply
Don’t get caught out on compliance. Manage, record and store compliance documentation
