ERPHUBs configures Zoho CRM, Sign and Books for financial services firms to manage client onboarding, KYC document handling, compliance workflows and portfolio tracking in one auditable, connected system.
The setup links relationship management, document approvals, accounting and reporting so teams can work from one secure, traceable client record.
New client onboarding involves email chains and manual document collection.
No searchable record of approvals, communications and document versions.
Sensitive KYC documents shared over unsecured email or messaging apps.
No visibility into which referral partners or channels drive the best clients.
Zoho CRM provides a stage-based onboarding pipeline with automated task assignments, client-specific document checklists and KYC workflow tracking.
Secure e-signature and document collection workflows with verification and encrypted storage.
Custom Zoho solutions log every approval, review and document version with timestamped activity records for compliance audits.
Zoho Books and reporting dashboards track referral performance alongside client portfolio, fee and revenue data.
As a Zoho Authorized Partner and Zoho Consulting Professional, ERPHUBs configures Zoho with the security, access controls and audit trails financial services firms need — without the cost of a heavyweight compliance platform.
Map your onboarding, KYC and audit requirements.
Set up CRM, Sign and compliance apps with access controls.
Migrate existing client and document data securely.
Train relationship managers and compliance teams.
Yes, via Zoho Sign and CRM workflows.
Yes, timestamped activity logs.
Yes, via custom Creator apps or CRM modules.
Build a secure Zoho system for KYC collection, approval workflows, audit trails and client management—configured around your financial services process.