Missed follow-ups and lost enquiries
Manual admin work that eats into billable hours
Poor visibility of client touch points and project deadlines
Compliance risks with scattered documentation
The result? You spend more time chasing paperwork than growing your business.
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.
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?
Business Services App is a Zoho CRM only vertical solution.
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
