Zoho For Professional Services

Why Choose Zoho for Professional Services?

Comprehensive Solutions

All-in-one suite of applications, seamlessly integrating every aspect of your business from CRM and project management to accounting and analytics.

User-Friendly Interface

Intuitive applications ensure quick adaptation, minimizing downtime and enhancing productivity from day one.

Tailored for Various Industries

Customized solutions to meet the unique

needs of marketing agencies, consulting firms, legal services, and accounting firms.

Robust Support

Extensive customer support, with detailed documentation, tutorials, and a dedicated support team for smooth operations.

Scalability

Zoho's solutions grow with your business, adapting to your changing needs whether you're a small firm or a large enterprise.

Strong Security

Robust security measures, protecting

your business data and ensuring compliance

with industry standards.

Cost-Effective

Powerful business tools at a competitive

price, offering great value without

compromising on quality.

Integration Capabilities

Integrates easily with third-party applications, allowing you to create a flexible tech stack that fits your business needs.

Key Industries

Marketing and Advertising

Accounting and Financial Services

Consulting

Architecture and Engineering

Legal Services

Education and Training

Our Certifications

Zoho Survey

Zoho Expense

Zoho Billing

Zoho Sign

Zoho Social

Zoho Marketing

Zoho Projects

Zoho Books

Zoho Inventory

Zoho CRM

Zoho Campaign

Zoho Sprints

Zoho Bigin

Zoho Vault

Zoho People

Zoho Recruit

Zoho Analytics

Zoho Desk

Zoho Mail

Zoho Assist

GET IN TOUCH WITH OUR EXPERTS

Essential Zoho Apps for Professional Services

Zoho CRM

Zoho Projects

Zoho Books

Zoho Invoice

Zoho People

Zoho Recruit

Zoho Campaigns

Zoho Social

Zoho Cliq

Zoho Meeting

Zoho WorkDrive

Zoho Vault

Our Professional Services Clients

Frequently Asked Questions

What is Zoho and how does it relate to professional services?

Zoho is a suite of cloud-based applications designed to help businesses manage various aspects of their operations, including CRM, project management, accounting, marketing, and more. Professional services firms use Zoho to streamline client management, improve operational efficiency, and enhance productivity.

What specific Zoho applications are beneficial for professional services firms?

Professional services firms can benefit from several Zoho applications, such as Zoho CRM for client relationship management, Zoho Projects for project tracking and collaboration, Zoho Books for accounting and financial management, Zoho Campaigns for marketing automation, and Zoho Desk for customer support.

How can Zoho CRM benefit professional services firms?

Zoho CRM helps professional services firms track client interactions, manage leads and contacts, automate sales processes, and analyze customer data. It allows firms to nurture client relationships effectively and improve client satisfaction.

Does Zoho offer solutions for project management in professional services?

Yes, Zoho Projects is a comprehensive project management tool that helps professional services firms plan projects, allocate resources, track progress, collaborate with teams, and manage budgets. It ensures projects are completed on time and within budget.

Can Zoho help with financial management for professional services firms?

Absolutely. Zoho Books is an accounting software that enables professional services firms to manage invoicing, expenses, banking, and financial reporting. It provides insights into financial performance and helps ensure compliance with accounting standards.

How does Zoho support collaboration within professional services teams?

Zoho offers collaborative tools like Zoho Projects, Zoho CRM, and Zoho Docs that facilitate communication, file sharing, task management, and team collaboration. These tools streamline workflows and improve team efficiency.

Is Zoho suitable for small professional services firms as well as larger enterprises?

Yes, Zoho offers scalable solutions that cater to the needs of both small businesses and large enterprises. Whether you're a startup or an established firm, Zoho provides flexible pricing plans and customizable solutions to fit your business size and requirements.

What kind of customer support does Zoho provide for professional services firms?

Zoho provides extensive customer support through documentation, tutorials, webinars, community forums, and a dedicated support team. They offer assistance with setup, customization, troubleshooting, and ongoing support to ensure firms maximize the benefits of Zoho applications.

Can Zoho integrate with other tools and platforms used by professional services firms?

Yes, Zoho integrates seamlessly with a wide range of third-party applications and platforms through APIs and built-in integrations. This integration capability allows professional services firms to create a customized tech stack that meets their specific business needs.

How can professional services firms get started with Zoho?

You can book a free consultation with BMI to get additional information about Zoho and how it can work for your business.

GET IN TOUCH WITH OUR EXPERTS

Ajid B.

We have been working with Bickert Management to convert our operating systems to Zoho. They took time to understand our requirements so the setup would be done correctly to improve our operations and increase efficiency. Their approach is phenomenal as we enjoyed working with the team.

Sham

I posted a job on upwork, looking for a developer that could send data from Zoho CRM to an online training platform using their API. From the beginning I felt that Bickert Management had a good understanding of my request. Their developers are very nice, helpful and patient. I'm glad I went with Bickert and would absolutely use them again in the future.

Laura T.

Upwork connected me with Bickert Management to solve my CRM needs. Bickert's staff was so great to work with and so affordable. 5-Stars all the way, we are so much more productive in our CRM because of their training and custom reports. Thanks Michael and Kevin. Great Job!

Diana N.

After weeks of searching for the right person/business to help us with our project, we eventually found Bickert Management. We had an initial meeting to lay down the plan and timeline; and from beginning to end we had constant collaboration and communication on the project. We have worked with other businesses, but nobody as responsive and timely as Bickert Management. They met our timeline even after we requested last minute changes and we are already making plans for more projects to come.

Left Brain Pro

The Bickert team quickly understood our company's needs and created professional, customized templates for our emails, newsletters, and webinar auto-responder sequences. Their expertise with Zoho One and email marketing best practices was evident throughout the process.

Within a short timeframe, they delivered excellent templates that have streamlined our communications and automated our webinar responses. I highly recommend Bickert Management Inc. for any small business looking to leverage Zoho One and improve their email marketing and automation.

Angela M.

I was so glad to find Michael and his team to help me set up my business email, cloud storage and work drive. From the initial interaction to the final completion of the project they were a delight to work with. They got on an initial call with me to understand my needs and make a plan with me, then one of their experts worked with me to execute. I had some questions along the way and they were happy to answer them even after they had me set up. I never felt rushed or like I was just a number. Their team is very responsive and professional and they know their stuff! It was so nice to have their expertise to help me with what was going to be a difficult task if I had to do it on my own.

Stuart W.

The Bickert team have been amazing to work with! They're very detailed orientated, communicative and are very knowledgeable. Specific shoutout to Kevin and Eric both of whom I've enjoyed working with immensely. We'll be using their services well into the future, I'd recommend anyone looking for high quality to work with them.

Tim E.

We hired the Bickert team to assist us with implementing the Zoho Recruit module (HR software). The team did an excellent job of listening to our requirements and refining the configuration based on our testing. Communications were excellent and the team was very quick to respond to our feedback. An excellent experience and a group I definitely recommend.

Denise R.

We worked with the Bickert Management team on a relatively small but unusual and super important project. They were flexible in service of our needs, and incredibly responsive unlike other tech support consultants we've used in the past; very prompt to respond and address our questions. We're already working with and reaping the benefits of what they created for us. When I say it was a real pleasure working with Jason and Michael, I mean it!

AED Advantage Sales Ltd.

We have very much enjoyed working with the Bickert team. They listen to our concerns and do everything they can to make our goals a reality. I would recommend Bickert to other businesses looking to streamline operations and increase efficiencies. Thank you Bickert team!

D P

BMI has been essential in the progress of setting up the internal structure of our computer systems within Zoho. This is and has been an evolving situation, and they have been able to adapt and get the results that we desire. They have exceeded my expectations. They have always been courteous, quick and responsive. We could not ask for a better partnership.

Kari M.

Having Bickert available in 2021 and 2022 to provide us with Zoho Support has been invaluable! Any time we have technical questions our dedicated contact person there can help us figure things out quickly. This saves me a lot of time and headaches to know I have an expert available. He's also able to explain things in a way that I can understand and learn from. Thank you to Bickert for providing a great service!

Mike M.

BMI has been great to work with. Their team is prompt and always follows up to ensure expectations are met. They helped me to integrate Zoho with my SAAS. I'll definitely use them in the future.

Nitzan H.

Everyone we've been in contact with at BMI has been extremely forthcoming and open to our questions and wishes. Clear communication and thinking actively with us to to find a way (both financially and expectation wise) to start a healthy collaboration. The team clearly understand the in's & out's of the products they are working with and we are looking forward to a long lasting working relationship.

Preston H.

I found BMI on Upwork and the experience has been amazing! They've been able to save me so much time & money with their extensive knowledge of the ZOHO platform and automations. Thank you!!

Mike S.

Great communication and great results on the Zoho forms/desk project they worked on for us. Will be doing more work with BMI!!

Fred L.

Extremely professional organization consumed with pleasing its clients.

Ashley L.

Great team, rapid response, fantastic experience!