Customizd ZOHO Applications For Financial Services

We have helped Financial Services companies leverage Zoho suite of apps to keep track of leads, sales pipeline, client details including financial goals, assets, liabilities, insurance, cash flow, legal and tax information, bank accounts, advice archive, activities along with a variety of awesome reports, dashboards and workflows.

The Howard Group Inc.

Country:Canada

Line of Business:
Provides Corporate Communication and Capital Market services for micro & small-cap companies since 1988.

Zoho Apps Deployed:
Zoho Creator Custom App

Website:
www.howardgroupinc.com

29K Investment Advisers Pvt. Ltd.

Country:India

Line of Business:
Financial investment advisory services

Zoho Apps Deployed:
Zoho CRM, Zoho Creator Custom Apps, Zoho Mail

Website:
www.29kadvisers.com

Biz4loans

Country:USA

Line of Business:
A premier commercial mortgage brokerage and lending industry leader.

Zoho Apps Deployed:
Zoho CRM Plus

Website:
www.biz4loans.com

Nationwide Mortgage

Country:USA

Line of Business:
A mortgage broker and banker, licensed to do business in California, Oregon, Washington and Colorado.

Zoho Apps Deployed:
Zoho CRM, Zoho Books, Zoho Creator

Website:
www.nw-mortgage.com

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