FOR CORPORATE SERVICE PROVIDERS (CSPs)

The operating system for CSPs.

Auditable software for every service you deliver, visible to every client you serve. Operate like a company three times your size.

Book demo FREE CSP OPERATIONS AUDIT
GCC/UAE: All Jurisdictions, All Entities, Zoho Integration
Live
01, The problem

A CSP runs formation on broken tools.

→Client updates over WhatsApp.
→KYC in email threads.
→Approvals as scanned PDFs.
→Status by phone call.
Every formation, an unscheduled fire drill.
→On PropFi, increased conversion.
→Higher output per employee.
→Built-in audit trail.
Source of truth
TodayScatteredFragile
On PropFiOne softwareSingle source
Touchpoints per deal
Today60+Noisy
On PropFi~10Efficient
Client visibility
Today~0%Opaque
On PropFi100%Transparent
Audit trail
TodayBrokenHard to trace
On PropFiBuilt-inAlways-on
02, The product

Two workspaces. One platform.

Same shared layer, two jobs. Business Setup creates the entity. Business Services keeps it running. Every entity moves from one to the other the day its license is issued.

Set upBusiness Setup Workspace

Spin up a new entity, KYC to license. One workspace per formation, with a clear finish line. CSP and client share the same timeline, the same documents, the same audit trail.

Covers
KYCStructureArticlesRegistryLicenseBank introHandoff
License issued

MaintainBusiness Services Workspace

Every recurring task an active license demands. SLA-driven, deadline-aware, always on. Your team sees what's due; the client sees what's done.

Covers
Visa renewalsTax filingsAnnual returnsUBO updatesAMLESRAuditLicense renewalBookkeepingPayroll
03, Integrations

Zoho, connected.

One bidirectional sync between PropFi and the Zoho stack you already run on. Client work lands in your CRM. Your CRM updates show up for the client. No duplicate entry, ever.

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
Zoho BooksInvoices & billing
Zoho SignE-signatures
04, Book Demo

Book a walkthrough.

Three quick questions, then pick a time. We will scope the 30 minutes to your firm.

1Tell us about your firm.
2Pick a slot that suits you.
330-minute walkthrough with a founder.
Step 11 of 4

What kind of firm are you?

Choose the closest fit.