Client & Entity Management
Individual and business profiles, authorized contacts, service mapping, client groups and onboarding status.
Configurable CRM Platforms
Build stronger customer relationships and improve business control.
Manage leads, clients, tasks, documents, follow-ups, services, billing and business communication through one centralized platform.
CRM for Chartered Accountants
Manage clients, compliance, documents and team activities.
Designed for CA firms that need dependable due-date control, document collection, task ownership, billing visibility and complete customer history.
Compliance Calendar
Recurring tasks, due dates, assignees, reviewers, escalations and department dashboards.
Document & Notice Control
Secure folders, requests, reminders, notice deadlines, response history and controlled access.
Billing & Collection
Service fees, recurring invoices, receipts, outstanding reminders, statements and revenue reports.
Team Management
Work allocation, workload monitoring, reviewer workflows, performance and pending-work dashboards.
Connected Delivery
Lead registration through onboarding, document collection, task completion, review, billing and closure.
CRM for SMEs
Manage sales, customers and business activity from one platform.
Organize enquiries, pipelines, quotations, orders, support, payments and team performance without depending on spreadsheets or employee memory.
Lead & Sales Pipeline
Lead qualification, follow-up reminders, meetings, opportunity stages and conversion reporting.
Quotations & Orders
Product and service masters, quotation preparation, negotiation, confirmation and order tracking.
Service & Payments
Support tickets, invoice tracking, outstanding reminders, customer analytics and management dashboards.