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    PROPERTY AND TRADE SERVICES
    ZOHO ONE PACKS

    Streamline your services today – get your custom Zoho One solution now.

    Book a Free Discovery

Key features included in the Zoho One pack

Enquiries and Online Bookings

Manage and nurture enquiries and online bookings effectively directly from within your Zoho CRM dashboard. Set up automated workflows to nurture your enquiries across a range of different services and channels such as email and SMS communications.  

Job and Time Management

Manage your jobs and workforce using a dashboard within Zoho CRM. This includes project management, time recording and job checklists specific to the type of engagement being set up. You can also set up custom reports for different job types e.g. maintenance, recurring jobs.

Quoting, Invoicing and Cashflow

Manage your proposals, invoicing, online bookings and payments. You can also invoice directly from your project management tool and support any questions received using a timesheet manager. Our packs do not include the account set up within Zoho Books. This can be purchased as a Finance Pack add on.

Compliance Management

Manage your Safework Method Statements directly from your Zoho CRM system. These can be sent to both clients and contractors to sign off as part of the engagement.              

KPIs and Tasks

Task management tools, Kanban boards, collaboration features, and performance metrics 

optimise task tracking and workflow efficiency.             

Account Management

Manage outstanding accounts by industry, region or group. 

This includes identifying outstanding projects and tasks and receivables.

STEP 1: Select a Layout
STEP 2: Customise
STEP 3: Select Add Ons
STEP 4: Training and Suppport
STEP 1: Select a Layout

STEP 1 : Select ONE of our Canvas layouts as a starting point

Are you tired of struggling with job management in your property management/trade services company? As a tradie, do you find it challenging to balance delivering exceptional services with managing schedules, invoices, and communications? Dynamic Digital Solutions can help streamline your job management processes with customised software solutions that include Zoho CRM.


By starting with a pre-designed prototype we are able to speed up the software development process and get you up and running in just a few days. With our pre-built CRM solutions, you’ll be able to easily manage schedules, generate invoices, and track communications across multiple channels, allowing you to focus on delivering outstanding services. 

 

You can select one of our canvas layouts/designs as a starting point. All of the designs/layouts include the same features however the design varies. By starting with a prototype you are sure to save both time and money as the initial set up includes a range of features outlined below.

STEP 2: Customise

STEP 2 : We set up a workshop to tailor the system with you

We adopt a collaborative approach to software development and customise your system with you in the room. You can include your entire team in the software development process - this promotes buy-in.

STEP 3: Select Add Ons

STEP 3 : Select a Popular Add On

A number of popular add ons are available for your Zoho CRM System. Add ons can be added in at any stage of your journey. For more information please discuss these with us as part of the Discovery Session.

STEP 4: Training and Suppport

STEP 4 : Register for Training and Support

Regular monthly training sessions are available from a Zoho Expert - Australia Wide. You can register for either a group or one-on-one training session. For more details visit dynamicdigitalsolutions.com.au

Popular Industries who use our Zoho CRM packs

At Dynamic Digital Solutions we pride ourselves on being able to deliver solutions in days - not years! This is because we adopt a collaborative approach to software development and use a low code platform called Zoho One to create our solutions. By starting with a pre-designed prototype we are able to speed up the software development process and get you up and running in just a few days.

Popular industries that use our Property and Trade Services Pack includes Builders, Architects, Cleaners, Painters, Building and Pool Inspectors, Cleaners, Property Managers, Real Estate Agents, Solar Management Businesses, Curtain and Blind Installers, Pest Control Companies AND MORE!

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