For corporate service providers
The operating system for CSPs
Clients stop chasing. You stop guessing. Every engagement, from formation and visas to licenses and filings, runs in one workspace your team and your client both see.
GCC/UAE: all jurisdictions, all entities, Zoho integration
Live
01, The problem
A CSP runs engagements on broken tools
→Client updates over WhatsApp
→Know your customer in email threads
→Approvals as scanned PDFs
→Status by phone call
→On PropFi, increased conversion
→Higher output per employee
→Built-in audit trail
Where the work happens
TodayScatteredFragile
On PropFiOne workspaceShared
Touchpoints per engagement
TodayManyNoisy
On PropFiOne threadEfficient
Client visibility
TodayOn requestOpaque
On PropFiLiveTransparent
Audit trail
TodayBrokenHard to trace
On PropFiBuilt-inAlways-on
02, The product
Every kind of engagement. One way to run them
A formation, a visa renewal, an audit, and a restructuring all run in the same engagement workspace. Zoho stays your source of truth. You draw each process once as an engagement template, and every engagement of that kind runs it.
Engagement template
ADGM SPV formation
First 5 of 13
- Engagement kickoff and KYC
- Name reservation
- Structure confirmation and UBO disclosure
- Articles of association and shareholder resolutions
- Submission to the ADGM Registration Authority
Same every time
- Document vaultEvery file, versioned, on the engagement
- Client’s viewThe same board, their side of it
- Obligation calendarWhat is due, and who it is on
- Audit LogEvery action timestamped and attributable
If we have not built your service line, you write its template. You do not wait for us.
03, The client’s view
They see what you see
Your client emails to ask where things stand, and someone stops work to answer it. Every engagement has a client’s view of the same board, so they look instead of asking. Each step says whose turn it is, and your internal notes stay on your side.
What your firm sees
Northgate Corporate ServicesService provider
Bayan Family Office · annual entity adminActive
7 steps · 4 open · 2 on you
Ad-hoc compliance incidentAuthority portal rejected the submission formatBlocked
On you 2
AML re-verification dueYour turn, action requiredOn you
ESR notificationYour turn, action requiredOn you
On the client or an authority 1
UBO refresh dueWaiting on the clientAwaiting
Everything we asked for is in. The client hasn’t submitted it yet.
Done 3
Entity admin engagement opened
Standing compliance roster reviewed
License renewal
Planned 81h · actual 198h · 3.2h with usInternal
What your client sees
Bayan Family OfficeClient
Bayan Family Office · annual entity adminActive
7 steps · 4 open · 1 on you
Ad-hoc compliance incidentAuthority portal rejected the submission formatBlocked
On you 1
Confirm UBO details still currentYour turn, action requiredOn you
On your CSP or an authority 2
AML re-verification dueWaiting on your CSPAwaiting
ESR notification filedWaiting on your CSPAwaiting
Done 3
Entity admin engagement opened
Standing compliance roster reviewed
License renewal
04, The stack you already run
You decide what leaves Zoho
Your Zoho and your document vault sync both ways. By default nothing leaves Zoho, and you choose which document types mirror into PropFi for your client to see.
A passport mirrors. An internal memo does not.
Direction AClient work → CSP Zoho view
Client on PropFi
Uploads passport.pdf
reflects instantly
CSP Zoho · WorkDrive
/AcmeHoldings/Client/Passport.pdf
Agent saves time · zero re-keying
Direction BCSP Zoho work → client view
CSP on Zoho CRM
Stage → Awaiting FTA Approval
reflects instantly
Client on PropFi
Status: Awaiting FTA Approval
Agent saves time · no status email
Connected modules
Zoho CRMDeals & contacts
Zoho WorkDriveDocument vault
Questions
What firms ask before they start
- What does this do that my CRM and a WhatsApp group don’t?
- A CRM and a group chat work fine at a small client count. So does a spreadsheet. They break somewhere around five to ten concurrent engagements: “where are we?” messages start eating partner time, version 2 of the MOA gets confused with version 1, and a new associate has no way to see how your firm runs an engagement. PropFi is built for that break point. It is one place where the current state of every engagement is visible to your team and to your client.
- Do I have to replace my CRM?
- No. PropFi adds the client-facing layer on top of what you already run; it does not replace it. If you are on Zoho, that connection is live today: Zoho stays your source of truth. Deals become engagements, contacts become participants, WorkDrive folders provision per engagement, and a change on either side appears on the other within minutes. If you are on another CRM, or on no CRM at all, PropFi still runs every engagement in full from your side, and we can talk about your own systems on the call. Nothing about your existing records has to move for you to start.
- What happens to the client work I’m already tracking?
- It comes across. If you are on Zoho, a deal-import wizard pulls your existing pipeline in as engagements in one step. Zoho stays your source of truth. For a 50-engagement pipeline, expect a couple of hours of your team’s time spread over the first fortnight. It is not a migration project.
- How long before my team is actually using it?
- Most firms are productive within the first week. The interface is deliberately spartan: if your team can run a shared spreadsheet, they can run PropFi. Nothing needs configuring before the first engagement goes in.
- What if my clients won’t use another portal?
- They don’t have to. A client gets an email saying they’ve been added to their workspace, clicks it, and sees the status. Most never go further, and there is nothing to learn. If a client never logs in at all, your team still runs the engagement in full from your side. Client participation is optional by design.
- Where does our data live, and who can see it?
- Every firm’s data is separated by per-tenant access control enforced in two independent layers: row-level security in the database, and authorization checks in the application. A firm cannot reach another firm’s records through the product or the API. Every action is recorded in a timestamped and attributable audit log. PropFi holds no money, executes no transactions, and does not stand between your firm and its regulator. Where your data is stored and how long we keep it is set out in our Privacy Policy.
- Does this replace my team’s judgment?
- No, and it shouldn’t. Deciding whether a file is genuinely moving or quietly parked needs someone who knows the officer, the client and the pattern. No status field carries that. What software can do is the arithmetic: it knows a file has looked identical for eleven days, and it puts the handful that deserve a look in front of you each morning. Your people still make every call.
Pilot program · Limited cohort
See your firm on PropFi
30-minute walkthrough with the team. We map your jurisdictions, your service lines, and your Zoho setup, then show you exactly what your next engagement looks like on PropFi.
No commitment 30 minutes With a founder