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CUSTOM BUSINESS APPS
Custom apps can revolutionize the way you manage your firm’s specific processes and procedures. With our custom-built, cloud-based apps, you can streamline daily operations, save time, and reduce costs — without the need for a major software investment. Our low-code solutions are designed with your unique needs in mind, giving you an affordable way to stay competitive and agile in today’s market.
Whether you’re looking to simplify workflow management, automate tasks, or optimize data handling, our custom apps are the powerful, user-friendly tools your financial services business needs to stay a step ahead.
Accountants, Bookkeepers, Coaches, Consultants, Estate & Financial Planners, Insurance Agents, Investment Advisors, Mortgage Brokers, Tax Pros & Wealth Managers
Custom apps are unique and distinctive software applications designed to meet the specific needs and requirements of you, your staff and your business. To develop them, we love using Zoho Creator, a low-code platform that allows us to quickly develop custom business applications without the need for extensive coding. These are the advantages of using Zoho Creator’s low-code solution to develop custom applications for your business:
Faster Development
With Zoho Creator’s low-code platform, custom application development can be done 10X faster as it reduces the need for extensive coding, allowing us to focus on the design and functionality of your application.
Cost Effective
Low-code development can be much more cost-effective than traditional development methods, as it requires less development time and fewer resources.
Any Device
The applications are made for any device, including desktop, laptop, tablet or smart phone. They can be viewed using the Creator App which can be found in the App Store for iOS devices and in the Google Play Store for Android devices.
Intuitive Interface
Zoho Creator applications offer an intuitive user interface, which makes it easy for users to learn your applications without the need for much help.
Scalability
Zoho Creator’s platform allows for easy scalability, as the application can be easily modified and updated to meet the changing needs of your business.
Integration
Zoho Creator’s platform allows for easy integration with other Zoho and third-party apps, which facilitates the exchange of data, and the automation of workflows.
Support and Maintenance
We offer a dedicated support team to help with the development, deployment, and maintenance of the applications. We are here for the long run.
Security
Zoho Creator’s platform provides robust security features to protect the data and applications, ensuring the data is safe and the applications are compliant with industry standards.
OR
Powered by Zoho Creator’s accredited low-code platform, the customizations are limitless! Here are a few of the ways:
Form and field customization: customize the appearance of forms and fields by changing the layout, labels, colors, fonts, theme and other visual elements. Add, modify or delete forms and fields as needed.
Drop-down fields: add, modify or delete choices in your drop-down fields. They can also include fields from other forms within the app or from external apps.
Workflow automation: automate workflows by adding business rules and triggers, such as sending automated emails, updating records based on certain conditions or sending out reports at a specific day and time.
Data validation: add data validation rules to ensure that the data entered into your application meets certain criteria, such as being in a specific format or within a certain range.
Custom reports and dashboards: create custom reports and dashboards to visualize your data in different ways, such as charts, tables, and graphs.
Custom calculations: add custom calculations, such as calculating totals, averages, and other mathematical operations.
Integration: integrate your application with other Zoho apps, such as Zoho CRM, Zoho Books, Zoho Cliq, and third-party apps like Google and Salesforce.
Custom code: add custom code to your application if you require specific features or functionality that are not available in the pre-built application.
Mobile accessibility: make your application mobile-friendly, so users can access it from their mobile devices.
User permissions: restrict or add individual user permissions to apps, forms, fields and reports.
Links: provide links to places within the app or to external apps or external URLs.
Security: Zoho Creator provides robust security features to protect your data and applications, ensuring that the data is safe and that the applications are compliant with industry standards.
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Powerful and Affordable Systems and Services to Help Grow, Manage and Improve Your Financial Services Business. Simplify, Integrate and Automate to Use Technology to Your Advantage!
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Are you a Financial Professional and part of an Accounting, Bookkeeping, Coaching, Consulting, Estate & Financial Planning, Insurance Agency, Investment Advisory, Mortgage Brokerage, Tax or Wealth Management Business? We can help you GROW, MANAGE and IMPROVE your firm.
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