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Looking for a Smart CRM to manage clients, leads, and my firm's portfolio.

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GST • ITR • ROC • Audit — All Under One Platform

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Trusted by CAs Across India
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GST, ITR and ROC — All Tracked
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Affordable for Growing Firms

Our Expert Network

Trusted Experts. Proven Results.
It's Kind Of Our Thing.

Our experts offer trusted CA services at affordable prices — GST filing, ITR, audit, ROC and more, all under one platform.

Hareetech Development CA Expert Top Listed

Hareetech Development

Professional Compliance Specialist

hareetechdev@gmail.com
Starting ₹500

Services Offered

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Kratika CA Expert Top Listed

Kratika

Professional Compliance Specialist

krati9984@gmail.com
Starting ₹2999

Services Offered

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CRM Growth Engine

How Our CRM Helps CA Teams
Deliver Faster & Better

Built specifically for CA firms — manage clients, leads, invoices, orders, and your entire team from one intelligent platform. No more scattered tools. No more missed follow-ups.

Automation Score
75%
Feature readiness based on active CRM plans.
Time Saved Weekly
16hrs
Manual follow-ups and repetitive updates eliminated.
Follow-up Reduction
54%
Structured pipeline lowers missed communication.
Records Managed
98+
Customer, lead & order records in the ecosystem.

How It Works

Your firm's journey from enquiry to delivery

1

Capture Every Enquiry

Website enquiries, walk-ins, and referrals — all recorded in one place with full client context from day one.

2

Qualify & Assign Leads

Score, prioritize and route leads to the right team member. No client falls through the cracks.

3

Execute with Full Visibility

Invoicing, order tracking, and payments stay connected to every delivery stage your team is managing.

4

Scale Without Chaos

Standardized workflows and automated alerts mean your firm handles 3× the workload without 3× the stress.

Platform Traction

Real adoption across CA firms in India

Social Proof
2
CA firms sharing testimonials on the platform
Active Firms
19
Businesses managing operations with our CRM
GST, ITR & ROC filings tracked in one dashboard
Automated payment reminders sent to clients
Team task assignment with full accountability trail
Client self-service for documents and status

Core CRM Capabilities

Feature adoption across active plans in the platform

Alert Automation 100%

Reduce manual reminders through system notifications.

Enquiry Intake 100%

Convert website intent into trackable discussions.

Customer Lifecycle 67%

Single place for profile, history, and ongoing activity.

Lead Tracking 67%

Capture and move enquiries with clear follow-up visibility.

Smart Invoicing 67%

Invoice management with billing flow consistency.

Order Workflow 67%

Track service delivery stages with fewer misses.

CA Firms Active
19
Managing their full practice on this CRM today
Reviews & Testimonials
2
Verified CA firms sharing success stories

CRM Plans

3 active plans — flexible pricing for every firm size

Professional
₹1,999 / 30 days
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Most Popular
Listing
₹4,999 / 365 days
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Elite
₹5,999 / 30 days
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All plans include onboarding support. No setup fees. Cancel anytime.

Ready to Run Your Firm
Like a Modern Business?

Join CA firms across India who've replaced spreadsheets and WhatsApp follow-ups with one smart, purpose-built CRM platform.

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Latest Blogs

Insights, Updates & Practical CRM Guidance

Read the latest articles on CA workflow optimization, compliance operations, and CRM productivity improvements.

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Audit365 – A Smart Marketplace for Chartered Accountants by Hareetech Development Pvt. Ltd

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Audit365 – A Smart Marketplace for Chartered Accountants by Hareetech Development Pvt. Ltd

In the modern digital economy, businesses and individuals constantly require professional financial guidance. Whether it is Income Tax Filing, GST Compliance, C...