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.

Book demo Free CSP Operations Audit
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
Every engagement, an unscheduled fire drill.
→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
  1. Engagement kickoff and KYC
  2. Name reservation
  3. Structure confirmation and UBO disclosure
  4. Articles of association and shareholder resolutions
  5. 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
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
What you do