Professional, Finance & Hospitality Services
Professional services CRM and automation for advisers, consultants and hospitality businesses. Deliver accurate advice and exceptional service while you streamline operations and stay compliant. Use real-time insights to grow client trust, build loyalty and boost profitability.
Why Relevate
Increase Operational Efficiency
Automate administrative tasks, ordering, staff scheduling and compliance reporting to reduce waste and free up time for client engagement.
Enhance Customer Engagement
Use CRM and marketing automation to personalise communications, manage loyalty programs and nurture long-term relationships with clients and customers.
Collaborate Seamlessly
Connect advisers, front-of-house and kitchen teams, sales and back-office staff through secure cloud-based systems with real-time updates.
Gain Transparency & Insight
Use role-based dashboards and KPIs to track sales, inventory, portfolio performance and customer satisfaction.
Solutions For Your Business
Financial Planning & Finance
Deliver accurate advice, manage client portfolios effectively and stay compliant with regulations.
- CRM & Client Management – Capture and manage client details, investment preferences and communication history
- Business Process Automation – Streamline compliance checks, document management and reporting
- IT Management & Cloud Solutions – Ensure secure, compliant infrastructure for storing and accessing sensitive financial data
Hospitality & Food Services
- CRM & Customer Management – Maintain detailed profiles, preferences and purchase history for personalised service
- Marketing Automation – Launch targeted campaigns, seasonal promotions and loyalty rewards programs
- Digital Design & Development – Create engaging websites and apps for online ordering, reservations and customer interaction
Products & Service Businesses
- CRM & Customer Management – Capture, track and nurture relationships from prospect to loyal customer
- Business Process Automation – Streamline repetitive tasks, reduce manual errors and speed up fulfilment
- Content Marketing & Communications – Plan, create and distribute impactful content across email, blogs and social media
Business Impact
We partner with some of the most trusted CRM and Marketing Automation platforms in the market. We believe in using scalable and reliable platforms capable of integrating with other systems you may already use, to offer you the best solution for your needs and bring your business into the digital age.
Customer
Growth
Use real-time insights to speed up service and resolve issues quickly, with accurate reporting and secure record-keeping that keep you compliant.
Operational
Cost Savings
Automate time-consuming processes and use data to optimise purchasing and workflows, so your resources go into client and customer service.
Service &
Compliance
Use real-time insights to speed up service and resolve issues quickly, with accurate reporting and secure record-keeping that keep you compliant.
Decision
Making
Use real-time financial and sales data to guide business planning and focus your marketing and sales effort on the opportunities that count most.
Relevate Case Studies
Plutus (Financial Planning)
Plutus, an SMSF financial services firm with teams in Australia, India and the Philippines, relied on spreadsheets for complex calculations and manual proposals. Relevate built a bespoke Zoho CRM system with secure data capture and automated proposal generation, giving Plutus a single source of truth for client data.
Relevate partnered with Plutus on a bespoke financial services system. Zoho CRM manages the client journey from enquiry to ongoing reviews and securely feeds branded proposal templates.
Automated mail merge generates and delivers accurate proposals quickly. Structured fact finding workflows help advisers gather the information they need before making recommendations. Plutus will have a single source of truth that replaces spreadsheets.
Happy Paws (Community Services)
Happy Paws, a community services organisation, ran participant, volunteer and funding operations across more than 20 disconnected apps, with invoicing taking a full week every fortnight. Relevate consolidated everything into a single Zoho One system with live dashboards and automated invoicing, cutting invoicing to two hours a week and saving a full week of reporting time each month.
Relevate transformed Happy Paws’ operations by consolidating more than twenty separate applications into a customised Zoho One ecosystem. Zoho CRM became the central hub for participant onboarding, service agreements through Zoho Sign and the management of donors and grants. Zoho Analytics introduced live dashboards that replaced manual spreadsheet reporting, giving the team realtime insights at the click of a button.